Mathew V Jos
Surrey,Canada
Summary
Client focused professional with experience in banking and marketing. Skilled in identifying client needs, enhancing experiences through technology and fostering relationships to drive business growth. Strong communication and interpersonal skills for providing superior customer service.
Overview
1
1
year of professional experience
Work History
Client Relationship Representative
Valavoor Service Co-operative Bank Ltd
India
07.2023 - 07.2024
- Assist customers with their queries and guide them through banking processes.
- Handling complaints and resolving issues related to banking services.
- Ensuring the cash register matches the transaction records at the end of the day.
- Inform customers about banking services like loans, fixed deposits and chit funds.
- Assisting in documentation and processing of loan applications.
- Ensuring KYC (Know Your Customer) and compliance documents are accurate and updated.
PR & MARKETING INTERN
Goan Institute
India
01.2023 - 04.2023
- Contacting and introducing GICE's ASKD program to schools.
- Conducted customer surveys to gather feedback about products and services.
- Prepared and submitted reports on a daily basis.
- Contacted 50 to 90 schools in a day.
- Introduced the program in 2 new schools.
Education
Post Baccalaureate Diploma - Accounting
Douglas College
New Westminster, BC08-2026
Bachelor of Commerce - Strategic Finance
St. Joseph's College of Commerce
India06-2023
Skills
- Client support
- Strong verbal communication
- Sales and marketing expertise
- Flexible problem-solving
- Dependability
- Proficient in digital tools
- Interpersonal Communication
- Empathy
- Financial Products
- Attention to details
- Cash Handling
- MS Office
- Client centricity
- Customer Service
- Decision making
- Friendliness
Languages
English
Timeline
Client Relationship Representative
Valavoor Service Co-operative Bank Ltd
07.2023 - 07.2024
PR & MARKETING INTERN
Goan Institute
01.2023 - 04.2023
Post Baccalaureate Diploma - Accounting
Douglas College
Bachelor of Commerce - Strategic Finance
St. Joseph's College of Commerce