Jasleen Saini
Oakville,ON
Summary
Dynamic and results-driven professional with over 9 years of experience in the Retail Banking and Financial Services sectors. Proven ability to combine creative insights with analytical skills to manage finance and accounts functions effectively, consistently achieving top and bottom-line objectives. Specialized in Operations Management and Retail Banking Services, with a strong commitment to optimizing processes and enhancing customer satisfaction. Skilled in navigating complex challenges while driving strategic initiatives that contribute to organizational success.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Processor, Operations Management
Canadian Imperial Bank of Commerce
05.2024 - Current
- As a Processor, I manage, prioritize and distribute day to day workload to ensure all the tasks are completed meticulously within the given SLA with accuracy.
- Conduct investigation and detailed analysis on item errors according to established guidelines to determine the nature of the issue, identify root cause and resolve the error. Receive, review and investigate item errors.
- Adhere to all risk and governance standards by completing all required documentation thoroughly and ensuring that all processes and procedures are followed.
- I identify and resolve items of discrepancy and follow up on process problems within the area of responsibility, using independent judgement, with speed and accuracy.
- I analyze, investigate and process requests while applying the appropriate rules and regulations to ensure that meticulous tasks are completed with accuracy and consistency.
- Quickly learning new skills and applying them to daily tasks, improving efficiency and productivity.
- Receive, prioritize, sort and evenly distribute work to staff within a production area. Respond to questions and provide guidance. Complete quality checks for work completed to ensure accuracy. Monitor workflow to ensure priority is given to unresolved matters that cause backlog or delays in process flow.
- Work closely with my team to deliver a great customer experience. Ensure that team's collective work meets quality standards, deadlines and service level agreements
- Extensively training new employees on the processes and systems. Also, monitoring their performance by providing 100% quality assurance on the tasks completed by them.
- Participate in various process walk throughs with different teams presenting to them in detail the process end to end helping with contributing towards process improvements
Account Processing Officer
Manpower Services Canada Ltd
03.2023 - 05.2024
- Working as an employee of Manpower Services Canada Ltd for their client Canadian Imperial Bank of Commerce in the role of an Account Processing Officer.
- As an account processing officer, I manage, prioritize and distribute day to day workload to ensure all the tasks are completed meticulously within the given SLA with accuracy.
- I identify and resolve items of discrepancy and follow up on process problems within the area of responsibility, using independent judgement, with speed and accuracy.
- I analyze, investigate and process requests while applying the appropriate rules and regulations to ensure that meticulous tasks are completed with accuracy and consistency.
- Quickly learning new skills and applying them to daily tasks, improving efficiency and productivity.
- Extensively training new employees on the process and systems. Also, monitoring their performance by providing 100% quality assurance on the tasks completed by them.
- Receive, prioritize, sort and evenly distribute work to staff within a production area. Respond to questions and provide guidance. Complete quality checks for work completed to ensure accuracy. Monitor workflow to ensure priority is given to unresolved matters that cause backlog or delays in process flow.
- Work closely with my team to deliver a great customer experience. Ensure that team's collective work meets quality standards, deadlines and service level agreements
Insignia Service Manager
RBL Bank Ltd
07.2019 - 12.2021
- Contributed as Service Delivery Ambassador and Relationship Manager for Aspire Banking's NRI and Resident Clients, with a book size of INR 120 million and 281 clients.
- Augmented existing book size to INR 650 million, and 172 additional bank clients had been on-boarded. Advised clients on their investment needs and handled their investment portfolios.
- Promoted to Insignia Service Manager with Manager Grade, where I handled service requests for both non-resident and resident High Net Worth clients.
- Proven Capabilities in managing retail forex transactions of the branch.
- Served as backup Branch Operations Manager. Internal and external audits of the branch were managed.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Carried out day-day-day duties accurately and efficiently.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
- Actively listened to customer communications, handled concerns quickly and escalated major issues to supervisor.
- Resolved problems, improved operations and provided exceptional service.
NRI Relationship Manager
ICICI Bank Ltd
02.2016 - 07.2018
- Spearheaded the process as a relationship manager for NRI Clients with a book size of INR 510 Million and 360 clients.
- On boarded new bank clients, cross sold various bank products and advised clients on different investment options including Mutual Funds and Insurance. Also, worked as a Forex executive by cross-selling Forex Products to walk-in and managed clients, including Travel Cards, Foreign Currency, and Remittances, getting references from current clients, and working on triggers created for managed clients.
- Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Provided attentive and accurate service to clients and responded to their needs
- Offered friendly and efficient service to customers, handled challenging situations with ease.
- Improved operations through consistent hard work and dedication.
- Participated in team-building activities to enhance working relationships.
Consultant
Prodata Management Services Pvt Ltd
09.2014 - 04.2015
- Gained experience while working as a consultant where looked after the company's IT requirements and overall supervision and preparation of staff MIS's.
- Generated reports detailing findings and recommendations.
- Coached staff on daily performance and conducted evaluations to constructively address concerns.
Education
Post Graduate Diploma in Banking - Banking And Finance
Manipal University ICICI Manipal Academy
Bangalore04.2016
Bachelor of Commerce - Commerce
University of Mumbai
Mumbai, MH07.2014
High School - Commerce
Smt. Sulochanadevi Singhania School
Thane, MH05.2010
Skills
- Operations Management – Retails Account Services – Retail Operations – Client Operations - Flexible and Adaptable - Administrative Tasks – Technical Knowledge - Exceptional Client Servicing Skills - Microsoft Office – Analytical- Critical Thinking - Financial Services- Financial Advisory - Attentive with Meticulous Attention to Detail - Processing Transactions - Professional Approach - Coaching - Positive - Time Management Skills - Excellent Written and Verbal Communication Skills - Strong Organizational Skills - Multitasking Skills - Branch Operations - Wealth Management - Collaborative - Work Under Pressure & Tight Deadlines - Documentation Review - Operational Support – Data Analysis – Quality Assurance
Certification
- Google Data Analytics Professional Certification
- Investment Funds in Canada Certification - Enrolled
Languages
English
Native or Bilingual
Hindi
Native or Bilingual
Punjabi
Native or Bilingual
Marathi
Full Professional
Accomplishments
- Expertise in managing various domains such as on boarding New to Bank Clients, catering to service requests of clients and resolving their queries by giving best possible solutions.
Timeline
Processor, Operations Management
Canadian Imperial Bank of Commerce
05.2024 - Current
Account Processing Officer
Manpower Services Canada Ltd
03.2023 - 05.2024
Insignia Service Manager
RBL Bank Ltd
07.2019 - 12.2021
NRI Relationship Manager
ICICI Bank Ltd
02.2016 - 07.2018
Consultant
Prodata Management Services Pvt Ltd
09.2014 - 04.2015
Post Graduate Diploma in Banking - Banking And Finance
Manipal University ICICI Manipal Academy
Bachelor of Commerce - Commerce
University of Mumbai
High School - Commerce
Smt. Sulochanadevi Singhania School
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