Jayshree Panery
Vancouver,British Columbia
Summary
Top-notch Relationship Banker with seven years of solid background in banking and finance in different verticals like operations, foreign exchange, and Marketing. Effective at building positive client relationships, achieving targets, and providing excellent customer service. Strong communication and interpersonal skills and commitment to making customers understand financial needs, goals, and options. My Future goal is to hone my leadership and people management skills and helporganization to drive more business.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Part Time Store Associate
HomeSense ( TJX Canada)
05.2023 - Current
- Provided exceptional customer service by engaging with approximately 50 shoppers and offering assistance as needed.
- Assisted with inventory management, ensuring accurate counts and proper storage of products, which increased sales to around 10 %
- Facilitated smooth checkout experiences for customers by quickly scanning items, bagging purchases, and processing payments appropriately.
Marketing Manager
Bank Of Baroda
07.2022 - 03.2023
- Responsible for representing Bank's brand by organizing presentations in Navy dockyards and maintaining Claire's term relationships with clients in a competitive marketplace.
- Assisted region branches in opening around 10000 savings accounts and developing business.
- Maintained record of 137 corporate accounts to understand possibility of ancillary businesses
- Address client concerns and promptly resolve issue with follow-up.
- Developing client relationships at a senior and technical level by organizing a " Meet & Greet" campaign.
- Created and analyzed weekly or monthly reports for clients using Microsoft Excel.
- Worked directly with assigned Account Manager to maintain quality of service and provided coverage when necessary
- Provided instructions to and followed up with other office locations on vehicle moves to ensure service level agreements were met vital skills and characteristics
- Trained and advised 4 new employees in 1 year.
- Organized successful trade show exhibits, showcasing products or services effectively to potential customers or partners.
Operations Manager
Bank Of Baroda
06.2020 - 06.2022
- Assisted branch manager on achieving CASA (Current Account & Saving Account) targets by getting new business.
- Canvassed ancillary business to help branch score well in all parameters like insurance, investment.
- Empowered employees to take ownership of their responsibilities, leading to increased accountability and improved performance outcomes. For example selecting the right person for right job and appreciating them every month.
- Handled different activities like pension, locker management, cash management, settlement of death claims.
- Ensured seamless communication between operations & Loan department, facilitating effective collaboration on projects and initiatives.
- Managed a high-performing team, fostering a collaborative environment and mentoring junior staff members.
- Played a key role in organizational restructuring efforts aimed at improving efficiency levels while maintaining optimal staffing ratios.
- Conducted training sessions for Customer Service Representatives on various aspects of the job including soft skills development, product knowledge enhancement, and procedural updates.
- Cross-trained and backed up other customer service managers.
- Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
Forex Assistant
Bank Of Baroda
07.2017 - 05.2020
- Handled Regions Foreign exchange business as Foreign exchange officer.
- Strengthened client relationships through consistent follow-up communication and efficient problem resolution with back office.
- Maintained topnotch operational efficiency so as customer gets credit on time.
- Safeguarded sensitive information through proper documentation handling, data entry, and record maintenance procedures.
- Collaborated effectively with cross-functional teams (branches & back office) to issue Letter of Credit in a timely manner.
- Trained and supervised junior staff on foreign exchange policies and procedures.
- Handled NRI customer base with knowledge and efficiency by suggesting them good investment options approximately one investment per customer.
Business Associate/Customer Service Cashier
Bank Of Baroda
07.2015 - 05.2017
- Enhanced customer satisfaction by providing efficient and accurate cash transactions and educating clients regarding online solutions.
- Took over the Branch Manager position as Deputy branch head in case of emergencies.
- Assisted team with branch audit.
- Displayed strong telephone etiquette, effectively handling difficult calls. with exceptional professionalism.
- Maintained high-volume workload within a fast-paced environment and consistently met performance benchmarks.
- Researched and resolved complex customer inquiries regarding loans, credit, and consumer accounts.
- Provided complaint resolution through root cause analysis and service recovery to retain existing clients and increase customer satisfaction.
Education
MBA - Business Administration
University Canada West
Vancouver, Canada06.2024
Post Graduate Diploma in Banking & Finance - Banking And Finance
Manipal University
India02.2014
Skills
- Multitasking and Prioritization
- Upselling Products and Services
- Administrative and Office Support
- Proactive Self-Starter, Upbeat & Positive Personality
- Customer Acquisition
- Budgeting and Allocation
- Partnership Development
- PeopleSoft
- Staff Management & Monitoring
- Marketing campaigns planning
- Teamwork and Collaboration
- Business Development
- Customer Relationship Management (CRM)
- Cross-departmental Alignment
- MS Office Suite & Computer skills
Languages
English
Full Professional
Certification
Generative AI, Linkedin Learning, Vancouver 2024
Certified Digital Marketing Associate, DMI ESSENTIALS, Vancouver 2024
JAIIB, Indian Institute of Banking & Finance, India 2015
Know Your Customer, Indian Institute of Banking & Finance, India 2015
Timeline
Part Time Store Associate
HomeSense ( TJX Canada)
05.2023 - Current
Marketing Manager
Bank Of Baroda
07.2022 - 03.2023
Operations Manager
Bank Of Baroda
06.2020 - 06.2022
Forex Assistant
Bank Of Baroda
07.2017 - 05.2020
Business Associate/Customer Service Cashier
Bank Of Baroda
07.2015 - 05.2017
MBA - Business Administration
University Canada West
Post Graduate Diploma in Banking & Finance - Banking And Finance
Manipal University
Generative AI, Linkedin Learning, Vancouver 2024
Certified Digital Marketing Associate, DMI ESSENTIALS, Vancouver 2024
JAIIB, Indian Institute of Banking & Finance, India 2015
Know Your Customer, Indian Institute of Banking & Finance, India 2015
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