Maggie Bhuvendralingam

· Delivering Professional, friendly customer service and nurturing strong, long-standing relationships

· Looked for additional ways to expand products to customers by upselling new products and services.

· Open day today bank accounts, credit cards for clients

· Renewing cashable short term GIC’s for clients, retaining and growing the branch business while achieving personal sales goals

· Educating our customers, providing relevant insights and expert advice on products

· Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals

· Understand and meet the needs of customers by providing them with advice on appropriate products and services

· Experience in analyzing financial transactions to ensure compliance with policies

· Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience

· The proven ability to meet and exceed sales and service targets in a fast-paced environment that align to a customer’s stated goals

· Experience in branch bill payments, ordering essential stationaries and other business cards

• Exhibited professionalism when dealing with clients and staff.
• Maintained up-to-date knowledge of product and service changes.
• Documented customer interactions in internal database to maintain customer service history details.
• Addressed customer inquiries, concerns, and complaints by providing solutions and alternatives and followed up to confirm resolution.
• Trained new customer service representatives on policies and procedures to support favorable customer experiences.
• Utilized telephone and email platforms to deliver outstanding customer service.
• Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
• Responded proactively and positively to rapid change.
• Promoted available products and services to customers during service.

• Prepared tax returns· Assisted in Income tax preparation program at HR Block
• Prepared tax returns (T1- General) which included employment, business, rental and capital gains and/or losses
• Contributed to the promotion of HR Block MasterCard
• Answered tax related questions for new and existing clients
• Offered clients recommendations to reduce tax liabilities.
• Maintained complete records of client tax returns and supporting documentation in secured areas.
• Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
• Maintained compliance by adhering to current tax laws and regulations.