Summary
Overview
Work History
Education
Certification
Timeline
Generic

JASWINDER K SAINI

Brampton,ON

Summary

  • Business professional with 8+ years of experience in accounting and customer service.
  • Speak English, Punjabi, Hindi, Urdu fluently.
  • Strong communication skills with experience interacting with various levels of stakeholders.
  • Self-motivated with the ability to work under pressure in a fast-paced environment.
  • Ability to learn new software and systems quickly under minimal supervision.
  • Excellent in using technology, well versed with MS Office, Apps and modern-day devices.

Overview

12
12
years of professional experience
1
1
Certificate

Work History

Customer Service Representative

Bank of Montreal
Mississauga, ON
09.2020 - Current
  • Processing commercial and personal bill payments, including CRA bill payments, while maintaining compliance to corporate policies.
  • Protecting confidentiality of sensitive information of all clients.
  • Executing transactions for personal and commercial customers accurately and efficiently, connecting them to appropriate associates.
  • Dealing with drafts, MO, cheque certifications, and wires for clients.
  • Top of the class performer for achieving targets for individual sales by up-selling and cross selling personal as well as commercial products and creating referrals to appropriate sources.
  • Executing day to day operations including emails, calls and customer inquiries.
  • Balancing, shipping and receiving cash and handling ATMs.
  • Assisting customers with setting up or closing accounts and signing up for new services.

Customer Service Rep & Office Assistant

Active Green + Ross
Vaughan, ON
03.2017 - 09.2020
  • Greeted the customers upon arrival and connecting them to right person in organization.
  • Provided walk-in customers complete information about all offers, promotions, services.
  • Addressed customer service inquiries in timely and accurate manner via email, phone, fax.
  • Consulted customers to evaluate needs and determining best options.
  • Listened to customers concerns and providing them solutions in person and over the phone.
  • Explained customers about their insurance coverage and service packages.
  • Billed out customers ranging from as low as $60 to as high as $10,000 per customers.
  • Closed of POS machine ranging from $2000 to $12000 daily.

Accountant & Margin Matching Coordinator

Metro Ontario Inc
Etobicoke, ON
10.2010 - 10.2016
  • Started as co-op student and hired-full time within three months based on strong performance.
  • Responded to inquiries from 30+ stores daily relating to weekly reports practices.
  • Managed bill payments ranging from $250 to$ 250,000 to suppliers.
  • Kept timely compliance with receipts and payments.
  • Maintained up to date knowledge of company’s offers & procedures related to gift cards.
  • Resolved issues with customers and put adjustment entries for conflicts in gift cards.
  • Excelled in exceeding daily gift card application goals using SAP.
  • Followed up with customers on material receivables and ensured timely payments.
  • Entered invoices, processed refunds and prepared billing for overdue invoices.

Education

Accounting Certificate -

Sheridan Institute

Accounting Software Applications -

Sheridan Institute

Bachelor of Commerce - Business Administration

Punjab University

Certification

  • Canadian Investment Funds Course, Investment Funds Institute of Canada

Timeline

Customer Service Representative

Bank of Montreal
09.2020 - Current

Customer Service Rep & Office Assistant

Active Green + Ross
03.2017 - 09.2020

Accountant & Margin Matching Coordinator

Metro Ontario Inc
10.2010 - 10.2016

Accounting Certificate -

Sheridan Institute

Accounting Software Applications -

Sheridan Institute

Bachelor of Commerce - Business Administration

Punjab University

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JASWINDER K SAINI