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, ON08.2021
Bachelor of Commerce - Accounting
Kishinchand Chellaram College
Mumbai, India04.2019
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