Skilled in providing direct and effective communication in fast-paced environment, with focus on customer satisfaction and issue resolution. Developed strong analytical and problem-solving abilities, coupled with technical proficiency in navigating various software systems. Seeking to leverage these transferable skills in new field while continuing to deliver high-quality service.
Overview
3
3
years of professional experience
1
1
Certification
Work History
CLIENT SUPPORT AGENT
CANADIAN WESTERN BANK(NATIONAL BANK NOW)
04.2023 - 04.2025
Provided technical assistance to customers, resolving issues effectively
Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements
Maintained clean and organized files by keeping accounts payable records up-to-date
Used accounting software to prepare weekly and monthly financial reports.
Delivered remote support for clients, ensuring seamless service.
Experience with service Now platform.
Experience using Microsoft Sharepoint.
Provided training to new team members, fostering skill development.
Participated in team meetings to improve support strategies
Delivered professional phone and email support, maintaining a consistently positive tone throughout all communications
Developed comprehensive knowledge of products and services to provide accurate solutions
Collaborated with cross-functional teams to identify and resolve complex customer problems
Supported sales team by providing product demonstrations, highlighting key benefits tailored specifically for each client's needs
Managed multiple priorities successfully while maintaining strict adherence to deadlines within a fast-paced environment
Utilized ticketing system to track customer requests and prioritize urgent needs
Experience with account openings, approving applications.
Accounting Administrative Assistant
Scotiabank
03.2022 - 10.2022
Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements
Used accounting software to prepare weekly and monthly financial reports
Managed accounts payable and accounts receivable functions, ensuring timely processing of transactions and maintaining accurate records
Completed forms, reports, logs, and records to quickly handle all documentation for human resources
Performed administrative and clerical duties such as word processing, data entry, faxing and copying
Optimized financial tracking systems by cross-referencing data from multiple sources, identifying any inconsistencies or inaccuracies, and taking corrective action as needed
Contributed expertise in tax filing processes by compiling necessary information accurately and submitting required forms on time
Assisted with the preparation of monthly financial reports for management review, contributing to informed decision-making
Managed phone and email correspondence and handled incoming and outgoing mail and faxes
Education
SUPPLY CHAIN MANAGEMENT - Commerce
NORTHERN COLLEGE
05.2018
MBA - Finance
PUNJABI UNIVERSITY
05.2016
BBA - Business Administration And Management
PUNJABI UNIVERSITY
05.2015
Skills
Technical support
Customer service
Problem resolution
Call management
Ticket escalation
Product knowledge
Communication skills
Active listening
Data entry
Remote diagnostics
Certification
NCMP (Mutual funds) and completed NCFM capital market.
NSE certified Level-1 certification (INDIA).
Languages
English
Timeline
CLIENT SUPPORT AGENT
CANADIAN WESTERN BANK(NATIONAL BANK NOW)
04.2023 - 04.2025
Accounting Administrative Assistant
Scotiabank
03.2022 - 10.2022
MBA - Finance
PUNJABI UNIVERSITY
BBA - Business Administration And Management
PUNJABI UNIVERSITY
NCMP (Mutual funds) and completed NCFM capital market.
NSE certified Level-1 certification (INDIA).
SUPPLY CHAIN MANAGEMENT - Commerce
NORTHERN COLLEGE
Similar Profiles
Grainne MulhollandGrainne Mulholland
Manager, Motive Sales and Client Relations at Canadian Western BankManager, Motive Sales and Client Relations at Canadian Western Bank