Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Maitri Dalal

Chatham,ON

Summary

Goal-driven banking professional well-versed in managing diverse customer needs with speed and efficiency. Maximizing satisfaction and bank revenue through hands-on service and support, knowledgeable product recommendations and persuasive communication skills.

Overview

5
5
years of professional experience

Work History

Personal Banking Associate

TD Canada Trust
09.2022 - Current
  • Open and manage new bank accounts for customers ensuring accurate documentation and compliance with bank policies and regulatory requirements.
  • Assisting customers in selecting and applying for lending products, including credit cards, line of credit and personal loans by providing product information, reviewing eligibility and processing applications.
  • Collaborating with internal departments such as wealth management, business partners and mortgage lending to provide comprehensive financial solutions to customers.
  • Handle customer complaints courteously using appropriate techniques, problem-solving skills and follow-up logs.

Customer Experience Associate

TD Canada Trust
09.2021 - 08.2022
  • Providing courteous customer service and processing all customer transactions including withdrawals, deposits, transfers, and loan payments.
  • Proactively educating customers on utilizing available pre-approved products and services.
  • Building relationships with customers to help identify more solutions for their problems by creating sales referral and promoting bank services and products.
  • Maintaining customer confidence and protecting bank operations by keeping information confidential.

Sales Floor Associate

Walmart Supercentre
02.2021 - 06.2022
  • Offered excellent customer service by assisting in post-pick activities and dispensing customer's order in an efficient and timely manner.
  • Set up service station and staging area to execute duties based on workload and customer traffic patterns.
  • Moved damaged and defective items to claims area and completed claims log to maintain accurate inventory data.
  • Performed occasional recovery and zoning of aisles to help maintain the store look organized.

Front Desk Receptionist

Versatile Inn Hotel
01.2020 - 03.2021
  • Welcomed each new arrival pleasantly and confirmed reservations and identification.
  • Offered friendly and efficient service to all customers, handled challenging situations with ease.
  • Kept accounts in balance and ran daily reports to verify totals.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.

Accounts Assistant

H N Churi & Co.
05.2019 - 11.2019
  • Worked closely with clients to properly fill out tax forms and file tax returns electronically.
  • Completed audit papers by thoroughly documenting audit tests.
  • Reviewed figures, postings and documents for correct entry, completeness, and accuracy.
  • Prepared and managed client reports and arranged them according to client name, client business and year.
  • Performed administrative and clerical duties such as word processing, data entry, faxing and copying.

Education

Post Graduate Diploma - Financial Planning & Wealth Management

Lambton College
Sarnia, ON
08.2021

Bachelor of Commerce - Accounting

Kishinchand Chellaram College
Mumbai, India
04.2019

Skills

  • Customer service and communication skills
  • Organized file management
  • Time management
  • Excellent team worker
  • Decision-Making abilities
  • Strong computer skills

Languages

English
Full Professional
Hindi
Native or Bilingual
Gujarati
Native or Bilingual

Timeline

Personal Banking Associate

TD Canada Trust
09.2022 - Current

Customer Experience Associate

TD Canada Trust
09.2021 - 08.2022

Sales Floor Associate

Walmart Supercentre
02.2021 - 06.2022

Front Desk Receptionist

Versatile Inn Hotel
01.2020 - 03.2021

Accounts Assistant

H N Churi & Co.
05.2019 - 11.2019

Post Graduate Diploma - Financial Planning & Wealth Management

Lambton College

Bachelor of Commerce - Accounting

Kishinchand Chellaram College

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Maitri Dalal