Ishitaben Patel
Regina,Canada
Summary
Dedicated and experienced Customer Service Representative with over 5 years of experience in delivering high-quality financial guidance, managing accounts, and exceeding client expectations. With 3 years of experience as a Financial Service Representative and 2 years as an Administrative Assistant, have developed a strong skill set in advising clients on diverse financial products, including investments, loans, and savings plans. Top priority is providing top-tier service to foster client trust and loyalty. Proven track record in meeting sales goals, handling sensitive financial data, and adapting to complex client needs. Adept at handling high-volume inquiries, managing complaints with patience and empathy, and providing clear and effective solutions. Skills in CRM software, order processing, and troubleshooting. Committed to exceeding performance goals and enhancing the customer experience. Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
9
9
years of professional experience
Work History
Financial Service Representative
CIBC
01.2022 - Current
- Provided Financial Guidance to clients by assessing their financial needs and advising on suitable banking products, such as savings accounts, loans, and investment opportunities, leading to a 20% increase in client satisfaction
- Consistently Exceeded Sales Targets by proactively cross-selling and upselling financial products, achieving all most all quarterly sales goals on average
- Maintained Detailed CRM Records to track client interactions and manage follow-up activities, improving client retention rates
- Managed High-Volume Client Portfolios by overseeing day-to-day transactions, ensuring document accuracy, and promptly addressing client concerns
- Built Strong Client Relationships through excellent service, empathetic communication, and efficient issue resolution, leading to consistently high client satisfaction scores
Customer Service Representative
Walmart
04.2019 - 04.2022
- Handled Cash Transactions and Returns accurately at service desk, processing refunds and exchanges in line with store policies, reducing errors
- Enhanced Shopping Experience by guiding customers to products, assisting with digital orders, and troubleshooting issues with online pickups, contributing to improved in-store and online satisfaction
- Improved Checkout Efficiency by handling high-volume cashier duties during peak hours, reducing wait times and enhancing overall shopping experience
- Trained New Team Members on customer service processes, point-of-sale (POS) systems, and company policies, ensuring smooth transition and maintaining high service standards
- Maintain clean and organized work environment by company standards, contributing to safe and pleasant shopping environment for customers and associates
Administrative Assistance
Krupal communication and solutions Pvt. Ltd.
05.2016 - 08.2018
- Serve as the first point of contact for clients, vendors, and visitors, ensuring a positive and professional impression
- Develop and implement efficient filing and organizational systems for office records and documents
- Provided administrative support to other department and manager by handling daily office operations, coordinating team communications, and managing databases
- Maintain a high level of confidentiality while managing sensitive information and handling data entry tasks accurately
- Draft, proofread, and edit documents, reports, and correspondence
- Provided clerical and administrative assistance to maintain optimal patient flows.
Education
Business Administration Level -2 -
University of Regina
Regina, SK06.2021
Skills
- Communication Skills
- Interpersonal Skills
- Leadership
- Multitasking
- Negotiation Skills
- Month-end reports
- Recordkeeping
- Attention to details
- Documentation
- Data Entry & Record Keeping
- Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Friendly, Positive Attitude
- Teamwork and Collaboration
- Problem-Solving
Languages
English
Hindi
Gujarati
CIBC Purpose Award
An achievement for quarterly overall performance and exceeded targets.
Timeline
Financial Service Representative
CIBC
01.2022 - Current
Customer Service Representative
Walmart
04.2019 - 04.2022
Administrative Assistance
Krupal communication and solutions Pvt. Ltd.
05.2016 - 08.2018
Business Administration Level -2 -
University of Regina
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