Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

MONIKA POUDEL

Professional In Financial Services, Administration, And Marketing
New Glasgow

Summary

Customer-focused professional with expertise in marketing, sales, and financial services, including completion of the Canadian Securities Course. Skilled in client relationship management, problem-solving, and driving operational efficiency. Adaptable, detail-oriented, and committed to delivering client satisfaction and contributing to business growth.

Overview

6
6
years of professional experience
27
27
years of post-secondary education
1
1
Certification

Work History

Office Administration

Tri-Quest Group
12.2024 - Current
  • Assist with daily office administration, including document preparation and record-keeping
  • Prioritize and manage multiple tasks to meet deadlines in a fast-paced environment
  • Process accounts payable bills in QuickBooks, ensuring timely and error-free transactions


Supervisor

Su Good Chinese Restaurant
02.2024 - 05.2024
  • Oversaw daily operations to ensure smooth service and efficient workflows.
  • Provided staff training and ensured adherence to operational standards
  • Monitored inventory levels and coordinated with suppliers to ensure timely stock replenishment


ASSISTANT| OCTOBER 2022-JANUARY 2024

  • Processed customer payments accurately and efficiently using cash, credit/debit cards, and POS systems
  • Provided excellent customer service by greeting guests, addressing inquiries and resolving complaints

Bank Teller

Global IME Bank Limited
02.2022 - 05.2022
  • Processed cash transactions with 99% accuracy, including deposits and withdrawals
  • Managed an average of 90 daily transactions, including checks and wire transfers
  • Maintained 100% data entry accuracy using banking software and POS system

Banking Advisor

Century Commercial Bank Limited
09.2020 - 11.2020
  • Delivered exceptional service to drive client satisfaction and retention
  • Resolved 85% of customer complaints on the first call, escalating complex issues as needed
  • Identified cross-selling opportunities, recommending relevant products like credit cards and loans

Client Advisor

Agricultural Development Bank
11.2018 - 01.2019
  • Served clients with account-related services, including deposits, withdrawals, and transfers, achieving a 95% customer satisfaction rating
  • Collaborated with senior client advisors on customer retention strategies, resulting in a 10% increase in client retention
  • Handled the processing of paperwork by skillfully submitting files to authorized bank manager for signatures

Education

Post-Graduate Certificate - Marketing Management And Professional Sales

Lambton College
North York, Ontario
05.2001 - 04.2024

BBA - Finance

Pokhara University
Lalitpur, Nepal
05.2015 - 09.2019

Skills

  • Microsoft Office Suite: Word, Power- Point, Excel
  • Customer relationship management
  • Product marketing
  • Financial analysis
  • Office administration work
  • Cash handling

Certification

Canadian Securities Course

Timeline

Office Administration

Tri-Quest Group
12.2024 - Current

Supervisor

Su Good Chinese Restaurant
02.2024 - 05.2024

Bank Teller

Global IME Bank Limited
02.2022 - 05.2022

Banking Advisor

Century Commercial Bank Limited
09.2020 - 11.2020

Client Advisor

Agricultural Development Bank
11.2018 - 01.2019

BBA - Finance

Pokhara University
05.2015 - 09.2019

Post-Graduate Certificate - Marketing Management And Professional Sales

Lambton College
05.2001 - 04.2024
Canadian Securities Course
MONIKA POUDELProfessional In Financial Services, Administration, And Marketing