Latika Singh
108 Mile Ranch,Canada
Summary
Dynamic and results-driven professional dedicated to delivering exceptional, customer-focused support. Proven ability to manage concerns and resolve conflicts effectively, ensuring maximum customer satisfaction. Strong background in customer relations and communication enhances the ability to build lasting relationships and foster loyalty. Committed to continuous improvement and excellence in service delivery, contributing to organizational success.
Overview
37
37
years of professional experience
Work History
Member Service Rep
Williams Lake And District Credit Union
05.2021 - Current
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Provided exceptional service through active listening, understanding member needs, and offering proper solutions.
- Maintained high-quality service by adhering to company policies and standards in all member interaction.
- Processed account transactions accurately.
- Handled cash transactions securely, keeping correct cash drawer balances and preventing losses due to errors.
Loan Officer
Community Savings Credit Union
08.2006 - 05.2021
- Aided clients in selecting proper loan products for their needs, resulting in higher customer satisfaction.
- Maintained strict confidentiality of bank records and client information.
- Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
- Submitted loan applications to underwriter for verification and recommendations.
- Examined customer loan applications for loan approvals and denials.
- Developed strong relationships with customers through high levels of customer service.
- Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.
- Meticulously reviewed applicant documentation, ensuring accuracy and completeness prior to submission for underwriting approval.
- Compiled database of loan applicants' credit histories, financial statements and other financial information.
- Aided customers in understanding loan terms and conditions to make informed decisions.
- Ensured compliance with all federal and state regulations throughout the loan origination process.
- Collaborated with underwriters to speed up loan approvals and close deals on time.
Personal Banker
CIBC
07.1988 - 04.2006
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Enhanced client retention with proactive follow-ups.
- Managed complex credit applications; negotiated terms and conditions which resulted in increased loan approvals for qualified borrowers.
- Won Achievers Award.
Education
Diploma -
Windermere Secondary School
Vancouver, BC05.1977
Skills
- Customer Service
- Financial Transactions
- Customer Support
- Credit Union Knowledge
- Banking knowledge
- Account Management
- Escalation Handling
- Product Recommendations
- Policy understanding
- Complaint Handling
- Client Education
- Service Upselling
- Product Sales
- Relationship Building
- Understanding Customer Needs
- Product Knowledge
- Transaction Processing
- Sales strategy
- Relationship building
LANGUAGES
English
Professional Working
Hindi
Limited Working
Timeline
Member Service Rep
Williams Lake And District Credit Union
05.2021 - Current
Loan Officer
Community Savings Credit Union
08.2006 - 05.2021
Personal Banker
CIBC
07.1988 - 04.2006
Diploma -
Windermere Secondary School
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