Himani Patel
Halifax
Summary
Directed sales and administration of all banking services, including deposits, loans, investments and trusts to businesses and individuals within assigned region. Worked with customers to develop investment and financial plans.
Overview
7
7
years of professional experience
Work History
Insurance Agent
TD Insurance Meloche Monnex
11.2024 - Current
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
Customer Service Representative
NTT DATA Services
04.2024 - 07.2024
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Responded to customer requests for products, services, and company information.
Banking Advisor
RBC Royal Bank
08.2022 - 06.2023
- Acquired collateral documents to be utilized as security on loans in accordance with banking policies.
- Utilized financial software to prepare consolidated financial statements.
- Conducted financial due diligence on potential investments and acquisitions.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Increased client satisfaction by providing personalized banking solutions and financial advice.
Customer Service Representative
Sirius XM
06.2022 - 08.2022
- Utilized data analytics tools to monitor performance trends regularly, identifying areas for improvement and implementing necessary changes.
- Responded to customer requests for products, services, and company information.
- Conducted regular quality assurance checks on interactions with customers to ensure agents were meeting established guidelines and standards for service excellence.
- Tracked customer service cases and updated service software with customer information.
Customer Service Representative
Reliance
01.2022 - 06.2022
- Conducted regular quality assurance checks on interactions with customers to ensure agents were meeting established guidelines and standards for service excellence.
- Tracked customer service cases and updated service software with customer information.
- Increased efficiency and performance by monitoring team member productivity and providing feedback.
Gas Station Attendant
Esso Gas Station
12.2019 - 01.2022
- Maintained cleanliness of gas station premises, resulting in a welcoming environment for customers.
- Ensured accurate cash handling and maintained a balanced register at the end of each shift.
- Test-drove vehicles to confirm proper operation before delivering to customers.
- Managed merchandise displays effectively, keeping shelves stocked and visually appealing for shoppers'' convenience.
Sandwich Artist
Baja Burrito
11.2018 - 10.2019
- Documented customer orders and conveyed special requests to kitchen staff.
- Completed milkshakes and ice cream desserts for customers.
- Built rapport with regular customers by remembering their names and preferred orders, fostering a welcoming environment.
- Replenished condiments, beverages, and supplies while maintaining cleanliness of service areas.
Education
High School Diploma -
The Great Lakes College of Toronto
04.2019
Skills
- Loans
- Mutual funds
- Risk Assessment
- Proactive and Focused
- Decision-Making
- Financial Information Systems
- Willing to Learn
- Banking
- Education funds
- Goal Setting
Languages
English
Full Professional
Timeline
Insurance Agent
TD Insurance Meloche Monnex
11.2024 - Current
Customer Service Representative
NTT DATA Services
04.2024 - 07.2024
Banking Advisor
RBC Royal Bank
08.2022 - 06.2023
Customer Service Representative
Sirius XM
06.2022 - 08.2022
Customer Service Representative
Reliance
01.2022 - 06.2022
Gas Station Attendant
Esso Gas Station
12.2019 - 01.2022
Sandwich Artist
Baja Burrito
11.2018 - 10.2019
High School Diploma -
The Great Lakes College of Toronto
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