Nishtha Sharma
Mississauga,ON
Summary
Dedicated and proactive senior bank teller with extensive experience in customer service, financial transactions, and relationship management. Proven track record of exceeding sales targets and delivering personalized financial advice. Currently pursuing an IFIC certification from the Canadian Securities Institute (CSI). Seeking to leverage my skills and experience as a Financial Advisor at Scotiabank.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Senior Customer Experience Associate
The Bank of Nova Scotia
10.2022 - Current
- Proactively discovered customer needs, provided personalized financial solutions, and achieved service excellence goals over 120%.
- Built and nurtured strong, long-standing relationships with customers by delivering exceptional service and comprehensive financial plans.
- Opened accounts, credit cards, and PAL offers daily, contributing to branch targets and sales opportunities.
- Educated customers on financial products, facilitated online banking, and made referrals to wealth management and high-end investments.
- Awarded Cplus for excellent customer service and supported financial advisors and the customer experience lead in achieving daily sales goals.
- Hosted skill builds to educate coworkers on transactions and matched customers with suitable financial advisors based on their investment needs.
Customer Service Manager
Walmart Canada
11.2019 - 09.2022
- Achieved sales targets in a fast-paced environment by aligning solutions to customer goals.
- Built a loyal clientele through excellent customer service.
- Managed the customer service desk, handled more than 100 purchases each day, processed returns, and responded to customer inquiries.
- Organized weekly meetings to ensure MasterCard and donation goals were met.
- Trained employees, organized schedules, and ensured smooth operation of front-end staff.
Education
Bachelor of Arts - Business Administration
York University
North York, Toronto08.2024
Business Administration Diploma -
Loyalist College of Applied Arts And Technology
Belleville, Ontario06.2020
Skills
- Customer Relationship Management
- Sales and Target Achievement
- Financial Advisory and Investment Knowledge
- Holistic Financial Planning
- Excellent Communication and Interpersonal Skills
- Proactive Problem-Solving and Customer Needs Analysis
- Educating Customers on Financial Products
- Technology Expertise and Mobile Banking Facilitation
Languages
English
Hindi
Punjabi
Volunteer Experience
- Special Need Caregiver, Assisted special need kids with their daily tasks, Helped them with their homework as well as extracurricular activities, Provided them with daily meals
- Peer Tutor, 09/2019 - 01/2020, Volunteered to teach students who were facing troubles in Digital Marketing strategy and economics for 2 semesters in better understanding of the course which helped them improve their grade as well as pass the course
- Quinte West Soccer Club, 07/2022 - 08/2022, Helped QWSE club with different tasks such as sorting teams into different fields for games, Helping out in canteens, Pointing family towards the right field during tournaments
Certification
IFIC from CSI Institute (in progress)
Hobbies and Interests
- Reading
- Painting
- Music
Timeline
Senior Customer Experience Associate
The Bank of Nova Scotia
10.2022 - Current
Customer Service Manager
Walmart Canada
11.2019 - 09.2022
Bachelor of Arts - Business Administration
York University
Business Administration Diploma -
Loyalist College of Applied Arts And Technology
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