Megha Shaju
Windsor,Ontario
Summary
Diligent Financial Services Representative with solid background in financial services. Proven track record in assisting clients with financial decisions and managing portfolios efficiently. Demonstrated ability in customer service and financial analysis.
Overview
3
3
years of professional experience
Work History
Financial Services Representative
Gate stone &co( working for CIBC, Contact Center)
05.2023 - 12.2024
- Assisted customers with account inquiries, deposits, withdrawals, and fund transfers
- Resolved client concerns while ensuring adherence to banking policies and procedures
- Educated clients on financial products including credit cards, loans, and insurance
- Identified potential fraudulent activities and reported them to appropriate departments
- Maintained accurate records of transactions and customer interactions
- Provided excellent customer service by responding promptly to requests or inquiries.
Shift Manager
Saul Restaurants Canada(KFC)
05.2022 - 05.2023
- Supervised daily restaurant operations, ensuring seamless service delivery
- Managed team schedules, training, and performance evaluations
- Oversaw cash reconciliation and sales reports
- Resolved customer concerns promptly and professionally
- Performed regular price checks to ensure accuracy in pricing throughout the store.
Cashier & Customer Service Representative
Saul Restaurants Canada
09.2021 - 05.2022
- Delivered high level of customer service to patrons using active listening and engagement skills.
- Operated cash register or POS system to receive payment by cash, check and credit card.
- Collaborated with team members to ensure the smooth running of the restaurant
- Helped customers find specific products, answered questions and offered product advice.
- Trained new team members in cash register operation, stock procedures and customer services.
Education
Financial Planning Services
Conestoga College
01.2022
Financial Technology
Conestoga College Institute of Technology And Advanced Learning
Kitchener, ON12.2021
MBA - Finance & Marketing
Kristu Jayanti College
01-2020
Skills
- Proficient in financial planning tools such as NaviPlan and IQMS software
- Certified Lean Six Sigma Green Belt (KPMG) for process improvement expertise
- Strong knowledge of Tally ERP 9 software and Microsoft Office Suite (Excel, Word, Outlook)
- Completed Mutual Fund Exam (IFIC) and proficient in handling retail investments and lending products
- Expertise in Pivot Table analysis and administrative skills
- Skilled in identifying customer needs and recommending tailored financial solutions
- Strong verbal and written communication, collaboration, and problem-solving abilities
- Ability to assess situations, respond appropriately and make independent decisions
Timeline
Financial Services Representative
Gate stone &co( working for CIBC, Contact Center)
05.2023 - 12.2024
Shift Manager
Saul Restaurants Canada(KFC)
05.2022 - 05.2023
Cashier & Customer Service Representative
Saul Restaurants Canada
09.2021 - 05.2022
Financial Technology
Conestoga College Institute of Technology And Advanced Learning
MBA - Finance & Marketing
Kristu Jayanti College
Financial Planning Services
Conestoga College
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