Ishani Patel
Winnipeg,MB
Summary
Driven by a results-focused approach, I leveraged my adaptability and banking software proficiency at Royal Bank of Canada to enhance customer satisfaction and streamline digital banking adoption. My background in Banking industry and ability to work under pressure facilitated significant client relationship growth and operational efficiencies across roles.
Overview
8
8
years of professional experience
Work History
Banking Advisor
Royal Bank Of Canada, RBC
06.2019 - 02.2024
- Extended and sustained relationships with customers to maintain and grow business.
- Educated customers on digital banking platforms, encouraging adoption of online services for convenience and efficiency benefits.
- Increased client satisfaction by providing personalized banking solutions and financial advice.
- Strengthened customer relationships through timely follow-ups and proactive communication.
- Developed strong rapport with clientele through active listening skills and empathetic understanding of their financial concerns.
- Worked with customers to procure updated financial information on continuous basis.
- Enhanced customer experience by addressing inquiries, resolving issues, and providing prompt assistance.
- Assisted in the management of risk by adhering to compliance policies and procedures when interacting with clients.
Product Support Specialist
Mogo Finance Technology
07.2018 - 05.2019
- Increased knowledge base usage by creating detailed articles on common product issues and solutions.
- Contributed to product development by sharing valuable customer feedback and insights with engineering teams.
- Managed a high volume of support tickets, maintaining a consistent record of prompt resolution times.
- Followed up with customers to verify resolution of reported issues and initiated product replacement for unresolved problems.
- Developed expertise in multiple products within the company portfolio, becoming a go-to resource for colleagues seeking guidance on specific features or functionalities.
- Developed the ability to handle to two chats at a time and handling different client's needs and assiting them both at the same time.
Loan Service Representative
Muthoot Finance
12.2015 - 03.2018
- Simplified complex financial concepts for clients, enabling informed decision-making during the borrowing process.
- Developed rapport with external partners such as title companies, appraisers, realtors and attorneys to facilitate a smooth loan closing process, minimizing delays and enhancing customer satisfaction.
- Reduced delinquency rates with proactive follow-ups, payment reminders, and assistance in developing repayment plans.
- Assisted colleagues in resolving complex issues, fostering a collaborative work environment that promoted continuous learning and professional development among peers.
- Identified potential risks and red flags in loan applications, collaborating with cross-functional teams to address these issues proactively and prevent potential losses.
- Maintained strong relationships with clients through regular communication and updates on their loans'' statuses.
Education
Bachelor of Science - Science
Sardar Patel University
Gujarat, IndiaSkills
- Attention to detail
- Leadership
- Work under pressure
- Adaptability
- Team work
- Banking Software Proficiency
- Portfolio Management
- Loan Processing
Languages
English
Full Professional
Timeline
Banking Advisor
Royal Bank Of Canada, RBC
06.2019 - 02.2024
Product Support Specialist
Mogo Finance Technology
07.2018 - 05.2019
Loan Service Representative
Muthoot Finance
12.2015 - 03.2018
Bachelor of Science - Science
Sardar Patel University