Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Hirva Thakkar

Peterborough,ON

Summary

Customer Service Representative bringing top-notch skills in oral and written communication, active listening and analytical problem-solving skills. Enhances customer experiences by employing service-oriented behaviors, understanding customer desires and providing customized solutions to build loyalty.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Personal Banker

Bank Of Montreal, BMO
07.2023 - Current
  • Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
  • provide needs based evaluations to grow customer loyalty and identify immediate future opportunities, it takes the lead in proactively engaging with existing clients and prospects.
  • Help clients by providing best advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
  • Boosted sales of bank products through effective cross-selling and up-selling techniques.
  • Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
  • Enhanced customer satisfaction by efficiently addressing and resolving inquiries in a timely manner.
  • Contributes to business results and the overall experience delivered in the branch.

Customer Service Representative

ESPN
03.2021 - 06.2023
  • Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
  • Developed strong product knowledge to provide informed recommendations based on individual customer needs.
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Reduced average call handling time, ensuring prompt service to customers while maintaining quality interactions.
  • Handled escalated calls professionally, effectively resolving complex issues and ensuring client satisfaction at all times.
  • Responded to customer calls of average 49 calls and emails to answer questions about products and services.

Customer Service Specialist

Kotak Mahindra Bank
05.2018 - 02.2019
  • Contributes to improving customer satisfaction and branch business success.
  • Performed duties in accordance with applicable standards legal and ethical policies and
    regulatory guidelines to promote a safe working environment.
  • Collaborated with team members to develop best practices for consistent customer service delivery.
  • Developed strong product knowledge to provide informed recommendations based on individual customer needs.
  • Exceeded performance metrics consistently, earning recognition as a top performer within the team.

Education

Investment Funds in Canada(IFC)

Canadian Securities Institute
05.2023

MBA - International Business Management

St.clair College
Windsor, ON
05.2019

BBA - Banking And Finance

Ganpat University
Gujarat
05.2017

Skills

  • Customer Service
  • Complaint resolution
  • Product Upselling
  • Technical Support
  • Communicating with clients
  • Verbal and written communication
  • Technical Troubleshooting
  • Call Center Operations

Certification

  • Licensed mutual fund representative - may 2023
  • project management -april 2020
  • Business acumen for project managers-april 2021
  • Building resilience as a leader-june 2021

Timeline

Personal Banker

Bank Of Montreal, BMO
07.2023 - Current

Customer Service Representative

ESPN
03.2021 - 06.2023

Customer Service Specialist

Kotak Mahindra Bank
05.2018 - 02.2019

Investment Funds in Canada(IFC)

Canadian Securities Institute

MBA - International Business Management

St.clair College

BBA - Banking And Finance

Ganpat University
Hirva Thakkar