Summary
Overview
Work History
Education
Skills
Languages
Awards
References
Timeline
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Jaideep Anand

264 Savanna Way, NE, Calgary,AB

Summary

Highly motivated employee with a strong desire to take on new challenges. Demonstrates a strong work ethic, adaptability, and exceptional interpersonal skills. Proven ability to work effectively unsupervised and quickly master new skills. Seeking opportunities to expand skill set while contributing to company growth.

Overview

8
8
years of professional experience

Work History

Assessment Processing Officer

Canada Revenue Agency
Surrey, BC
11.2021 - 06.2024
  • Analyzes, verifies, processes and resolves internally generated files or requests from taxpayers
  • Investigates and resolves non-routine complaints and requests for information and provides taxpayers
  • Reviews various activities as requested in order to verify correctness of file completion.
  • Verified documents to ensure compliance with regulations.

Personal Banking Associate

TD Canada Trust Bank
Richmond, BC
07.2021 - 11.2021
  • Engage customers in day-to-day advice needs, service transactions, digital education, and customer problem resolution related to banking solutions
  • Conducted regular account reviews to identify opportunities for cross-selling additional bank products and services.
  • Developed and maintained strong customer relationships, providing exceptional service and advice.
  • Educated customers on features and benefits of banking products and services.

Store Manager

The Big Home Furnishing
Surrey, BC
08.2020 - 12.2020
  • Managed daily operations to ensure smooth functioning of the store, maintaining a clean, safe environment for customers and employees.
  • Managed inventory control, cash control, and store opening and closing procedures.
  • Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
  • Improved customer satisfaction through staff training in customer service and product knowledge.
  • Assisted with hiring, training and mentoring new staff members.

Payment & Reward Representative

PC Financial
Charlottetown, PE
10.2019 - 04.2020
  • Increased customer satisfaction by addressing and resolving complaints in a timely manner.
  • Exceeded performance targets through diligent work ethic and focus on results-driven tasks.
  • Providing PC Financial credit card service to the new and existing customers
  • Contributed to team sales goals by upselling products and services to customers.

Personal Banking Associate

TD Canada Trust Bank
Regina,SK
12.2018 - 09.2019
  • Engage customers in day-to-day advice needs, service transactions, digital education, and customer problem resolution related to banking solutions
  • Conducted regular account reviews to identify opportunities for cross-selling additional bank products and services.
  • Developed and maintained strong customer relationships, providing exceptional service and advice.
  • Educated customers on features and benefits of banking products and services.

Financial Services Representative

CIBC Bank
Regina, SK
07.2017 - 12.2018
  • Daily attend 80 to 100 calls helped clients with their day-to-day banking needs and give more knowledge about the financial products which fit their needs
  • Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
  • Increased client satisfaction by providing tailored financial advice and investment recommendations.
  • Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.

Subject Matter Expert

Fido
Sarnia, ON
01.2016 - 01.2017
  • Created detailed reports on project progress, metrics, and results for stakeholders' review
  • Mentored junior team members, contributing to their professional growth and development.
  • Established best practices for knowledge sharing, fostering a culture of continuous learning and improvement.
  • Enhanced team performance by providing expert guidance on critical projects and strategic initiatives.

Education

Post Graduate Diploma - International Business Management

Lambton College
Sarnia, ON
05.2017

Bachelor In Business Administration - Business

St. Aloysius College
India
08.2015

Skills

  • Problem-solving
  • MS Suite (Word, PowerPoint, Excel)
  • Interpersonal Skills
  • Leadership
  • Adaptability
  • Teamwork
  • Application processing

Languages

English
Native or Bilingual
Punjabi
Native or Bilingual
Hindi
Native or Bilingual

Awards

  • Quarterly Excellence Services (CIBC)

References

Sharon Bridge, Manager (Canada Revenue Agency), (236)334-2364

Timeline

Assessment Processing Officer

Canada Revenue Agency
11.2021 - 06.2024

Personal Banking Associate

TD Canada Trust Bank
07.2021 - 11.2021

Store Manager

The Big Home Furnishing
08.2020 - 12.2020

Payment & Reward Representative

PC Financial
10.2019 - 04.2020

Personal Banking Associate

TD Canada Trust Bank
12.2018 - 09.2019

Financial Services Representative

CIBC Bank
07.2017 - 12.2018

Subject Matter Expert

Fido
01.2016 - 01.2017

Post Graduate Diploma - International Business Management

Lambton College

Bachelor In Business Administration - Business

St. Aloysius College
Jaideep Anand