NEHA GUPTA
Brampton,Canada
Summary
To attain a suitable position in the field of Customer Service/ Banking/Operations and use expertise and skills to the maximum
11 years of experience in Retail Banking and Customer Service Industry Excellent customer service and interpersonal skills Works well in a fast-paced work environment 2 years of administrative experience Excellent computer skills including MS Office Bachelor’s Degree in Science Cleared IFIC (Investment Funds in Canada) course from CSI 2 years of experience in Data Entry 5 years of Call Center experience
Overview
11
11
years of professional experience
Work History
Care Coordinator
Air Liquide
09.2021 - Current
- Answering large volume of calls related to oxygen therapy and sleep therapy solutions in a timely and efficient manner.
- Identifying customer needs and educating them regarding various products and services offered by the company that caters to their requirements.
- Active promotion of related products and services of the company.
Customer Service Representative
The IAN Martin Group
03.2021 - 09.2021
- Accepting calls from the public in regards to Covid- 19 Vaccine Booking
- Answering all the client queries related to the Vaccination Process & Schedule
- Conducting vaccine booking for the people over the phone
- Assisting people regarding step-by-step process to be followed for online booking
Personal Banker (Collections)
BMO (Bank of Montreal)
05.2019 - 05.2020
- Attending clients incoming calls and also the outbound calls in regards to missing monthly payments
- Making payment arrangements for missing payments for Credit Cards, Mortgages, Line of Credit, Loans
- Helping clients having financial difficulties by offering them financial hardship programs
- Transferring the calls to higher stage collectors if needed
Customer Service Representative
Bond Brand Loyalty
08.2018 - 03.2019
- Responding to inbound calls and providing instant and suitable solution to Scotia Bank client’s queries related to reward points.
- Assisting clients in redemption of loyalty points related to credit cards in the form of Travel Redemption, Gift Cards, Merchandise or Money transfer to the account
- Adherence to the organization’s rules and processes
- Putting all the knowledge and expertise to solve both financial and Non-Financial queries.
Customer Service Representative
Millennium1Solutions
01.2018 - 06.2018
- Attending customer calls related to PC Optimum reward points in a polite and professional manner
- Assisting clients in redemption/ transfer of points for PC Plus and Shopper’s Optimum points who had merged together into PC Optimum
- Assisting clients to register online as PC Optimum client step by step over the phone
- Resolving issues related to transfer/conversion of points from the old cards (PC Plus or Shoppers Optimum) to the new PC Optimum Card
- Providing accurate and quick response to the client’s questions/queries/complaints.
Branch Operations Manager: Retail Banking
Yes Bank
09.2014 - 11.2017
- Performing and keeping a check on administrative work of the bank
- Processing of Account Opening Forms and Fixed Deposit Requests
- Resolving Customer Queries accurately and within the given timeframe
- Processing of Client Instructions in a timely manner
- Verification of system entries efficiently and management of cash
- Showing courtesy and respect to Senior Citizens and Physically Challenged Persons
Education
Investment Funds in Canada -
Canadian Securities Institute
01.2019
Bachelor of Education -
Himachal Pradesh University
01.2012
Bachelor of Science -
Himachal Pradesh University
01.2010
Skills
- Excellent customer service and interpersonal skills
- Works well in a fast-paced work environment
- 2 years of administrative experience
- Excellent computer skills including MS Office
- Care coordination
- Customer relationship management
- Healthcare documentation
- Patient education
- Compliance adherence
- Data analysis
- Needs assessment
Timeline
Care Coordinator
Air Liquide
09.2021 - Current
Customer Service Representative
The IAN Martin Group
03.2021 - 09.2021
Personal Banker (Collections)
BMO (Bank of Montreal)
05.2019 - 05.2020
Customer Service Representative
Bond Brand Loyalty
08.2018 - 03.2019
Customer Service Representative
Millennium1Solutions
01.2018 - 06.2018
Branch Operations Manager: Retail Banking
Yes Bank
09.2014 - 11.2017
Investment Funds in Canada -
Canadian Securities Institute
Bachelor of Education -
Himachal Pradesh University
Bachelor of Science -
Himachal Pradesh University