NANCY MEHTA
Vernon,BC
Summary
Enthusiastic financial services professional with almost 3 years of customer service experience, highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach building good rapport in the banking industry.
Overview
3
3
years of professional experience
1
1
Certificate
Work History
Customer Experience Associate
Scotiabank
04.2023 - Current
- Enhanced customer satisfaction by promptly onboarding new clients, referral opportunities, KYC procedure, resolving client problems and money management.
- Maintained an up-to-date knowledge of company's products and services in order to provide relevant recommendations based on client needs.
- Reduced response times by prioritizing tasks efficiently across multiple channels such as phone, email, and chat support systems.
Front End Supervisor
Freshco
04.2022 - 04.2023
- Enhanced customer satisfaction by effectively managing front-end operations and addressing customer concerns.
- Mentored new employees on cashier duties and best practices, improving overall staff performance and maximized sales opportunities by promoting in-store offers and loyalty programs.
- Implemented improved cash handling procedures, reducing discrepancies and ensuring accurate financial records.
Cashier
Fresh Street Market
10.2021 - 04.2022
- Assisted customers with inquiries and provided exceptional service, resulting in positive feedback from shoppers.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
- Adapted quickly to new technologies implemented at POS systems, ensuring seamless transition periods for both staff and customers.
Education
Post Baccaleurate Diploma - Finance
Thompson Rivers University
Kamloops, BC12.2022
Bachelors Of Business Administration - Banking And Insurance
Indus University
Ahmedabad India05.2019
Skills
- Regulatory Compliance
- Active Listening
- Adaptability and Flexibility
- Effective Communication
- Problem-solving aptitude
Certification
- Canadian investment funds course- IFSE
- Tally Pro
Timeline
Customer Experience Associate
Scotiabank
04.2023 - Current
Front End Supervisor
Freshco
04.2022 - 04.2023
Cashier
Fresh Street Market
10.2021 - 04.2022
Post Baccaleurate Diploma - Finance
Thompson Rivers University
Bachelors Of Business Administration - Banking And Insurance
Indus University
Volunteer
TRU Taxation Club- Took basic information from students to file taxes using T2202, T4 and T5 slips with the help of Ufile app.
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