MEENAZ CHATUR
Edmonton,AB
Summary
Sales professional with a strong history of improving customer relationships and driving sales growth through expert guidance. Demonstrated excellence in cross-selling, supported by extensive product knowledge and strong interpersonal skills. Consistently achieved high client satisfaction by effectively prioritizing tasks and utilizing self-motivation.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Personal Banker (Call Centre)
Servus Credit Union
Edmonton, AB
05.2020 - 01.2024
- Developed relationships with customers through timely follow-up, sound advice, and quality service.
- Identified customer needs by actively listening and asking questions to determine appropriate product offerings.
- Identified cross-selling opportunities and recommended products and services to customers.
- Educated customers on how to use banking products, services, and other financial solutions.
- Assisted customers with loan applications and credit card requests.
- Helped new and existing clients open personal accounts and resolve issues related to online banking.
- Advised customers on the most suitable financial products available, based on their individual needs.
- Conducted comprehensive financial assessments for clients, identifying their needs, goals, and risk tolerance, to develop tailored financial plans.
Financial Service Advisor
CIBC
Edmonton, AB
03.2017 - 01.2020
- Leveraged strong communication skills to effectively explain financial concepts to clients.
- Analyzed current economic conditions to identify potential opportunities or risks associated with investments.
- Developed and maintained relationships with customers and assisted in generating sales opportunities.
- Developed in-depth knowledge of available financial products to advise clients accordingly.
- Evaluated loan applications from customers based on creditworthiness criteria.
- Built and maintained strong client relationships through exceptional service and communication.
- Generated new business through referrals from satisfied customers.
Education
Diploma in Accounting and Strategic Measurement -
MacEwan University
Edmonton, AB12.2012
Diploma in Management Studies -
MacEwan University
Edmonton, AB12.2005
Skills
- Customer service
- Cross-selling strategies
- Product knowledge
- Effective communication
- Interpersonal skills
- Rapport building
- Time management
- Task Prioritization
- Self-motivation
- Customer relationship management
- Sales goals achievement
- Pricing strategy
- Teamwork and collaboration
- Conflict resolution
Certification
Canadian Securities Course
References
References available upon request.
Timeline
Personal Banker (Call Centre)
Servus Credit Union
05.2020 - 01.2024
Financial Service Advisor
CIBC
03.2017 - 01.2020
Diploma in Accounting and Strategic Measurement -
MacEwan University
Diploma in Management Studies -
MacEwan University
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