Results-oriented banking professional experienced in handling customer needs. Skilled at maximizing client satisfaction and bank profits by utilizing persuasive communication skills, in-depth product knowledge and hands-on customer service abilities.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Universal Banker/FSR
CIBC
04.2022 - Current
Assisting customers by answering banking questions and recommending solutions also maintaining cash drawer by following exact procedures for transactions and strong security protocols.
Meeting needs of high-net-worth individuals looking to manage at least $1million in assets, brought in more than $2.5 million within our banking center portfolio in 2022/2023.
Adhering to bank and legal guidelines for reporting, loan approvals and money handling.
Book keeper
SP Advantech Systems Pvt Ltd
04.2023 - Current
Handled end-to-end bookkeeping remotely, including managing accounts payable/receivable, reconciling bank statements, and maintaining digital general ledger records with 100% accuracy.
Prepared and submitted monthly financial reports and cash flow statements to leadership via cloud-based accounting platforms, enabling real-time financial decision-making.
Utilized cloud-based tools (e.g., QuickBooks Online, Excel, Google Workspace) to track inventory costs, monitor project expenses, and support remote audits for the company’s advanced tech lighting products.
Front Desk Associate
Maker pizza
08.2021 - 04.2023
Welcomed patrons to front desk and engaged in friendly conversations while conducting requests for our client AT&T telecommunication north America.
Trained newly hired employees on front desk procedures and business operations and how to write and maintain incident reports, daily activity logs and other documents as requested by management.
Balanced accounts and conducted nightly audits to maintain compliance and reporting standards.
Customer Service Specialist
SITEL
08.2020 - 08.2021
Upheld quality control policies and procedures to increase customer satisfaction for A.
Assisted customers with making payments or establishing payment plans to bring accounts current.
Demonstrated excellent communication skills in resolving product and consumer complaints.
Education
Post-Degree Certificate - Marketing Management
Humber College
Toronto, ON
12.2021
Post-Degree Certificate - International Business Management
Niagara College
Niagara-on-the-Lake, ON
08.2020
Bachelor of Commerce - Accounting and Finance
Gujarat University
Ahmedabad
08.2019
Skills
Product Promotion
Verbal and Written Communication
Relationship Building
Data Security and Validation
Certification
Licensed MUTUAL FUNDS DEALERS’ ASSOCIATION - 2022
MARKETING MEDIA SPECIALIST, internship certificate - 2022
Google Adds
Google Analytics
Excel
PowerPoint
Timeline
Book keeper
SP Advantech Systems Pvt Ltd
04.2023 - Current
Universal Banker/FSR
CIBC
04.2022 - Current
Front Desk Associate
Maker pizza
08.2021 - 04.2023
Customer Service Specialist
SITEL
08.2020 - 08.2021
Post-Degree Certificate - International Business Management