Niyati Upmanyu
Delta,Canada
Summary
- Over 5 years of work experience in jobs that directly involve customer service
- Proficient in banking host systems such as COINS, COINS3270, TS2, ECIF, ECRM, DRS and Plexus as well as Microsoft Word, Excel, Access.
- proven skill demonstration in accounting, finance management
Overview
5
5
years of professional experience
1
1
Certification
Work History
Credit Counsellor
CIBC
Vancouver, BC
01.2023 - Current
- Strategically engaging with clients for any discrepancies or outstanding payments for their accounts
- creating revenue to the bank and mitigating the loan loses while focusing primarily on client's experience
- dealing with all lending products such as mortgages, line of credits, loans and credit cards by providing clients with expert credit counseling
- Shadowing new employees with personal client interactions for training purposes.
- Deals with client's regarding consolidation and guiding them through the process.
Administrative/ Customer Service Manager
Lowe’s Home Improvement
03.2022 - 12.2022
- Automate administrative tasks to enhance data communications, accounts payable and receivable, and customer correspondence
- Distribute memos and updates to departments and divisions so they are aware of company goals and advancements
- Organize workflows to improve the overall performance and lower operational expenses
- Created thorough spreadsheets for tracking costs and sales data on a weekly and monthly basis
- Coordinate client activities and marketing events to increase sales and income
- Establish and manage a schedule for about 40 people.
Head Cashier
Lowe’s Home Improvement
06.2021 - 03.2022
- Learned roles of other departments to provide coverage and keep store operational
- Assisted management with developing and managing employee improvement strategies to encourage exceptional performance from staff
- Maintained professional store appearance by inspecting checkout areas and directing team members in cleaning, trash removal and other actions
- Assisted with training new cashiers and customer service team members to increase speed of onboarding
Customer Service Representative
Lowe’s Home Improvement
08.2019 - 05.2021
- Supported customer service goals and enhanced relations through friendly, knowledgeable, and positive communication
- Delivered fast, friendly, and knowledgeable service for routine questions and service complaints
Sales Representative
Fossil
05.2019 - 09.2019
- Assessed customer needs and upsold products and services to maximize sales
- Cultivated impactful relationships with customers and drove business
Education
Associates of Science and Arts -
Langara College
05.2021
Diploma in Advance MS Office
01.2019
Diploma in Computerized Accounting (QuickBooks)
01.2019
Skills
- Trilingual and fluent in English, Hindi & Punjabi
- Multitasker and quick learner
- Customer Relationship Management
Volunteer Experience
- People for the Ethical Treatment of Animals, Assistant, 08/2018, 04/2019, Organized campaigns in different cities, Collected funds for injured animals, Aware people regarding ethical treatments of animals
- Elementary and High School, Volunteering, Head girl in grade 12, Planned many school events like Sports Day, Graduation day., Member of Discipline Squad from grade 6 to grade 12., Participated in Talent Hunt Shows, Debates., Member of Annual Magazine Design Union.
Hobbies and Interests
- Yoga
- Gardening
- Reading
Certification
- First Aid license
Accomplishments
- Recognized for hightest customer satisfaction survey in year 2023 for CIBC
- Rewarded as Best employee for consecutive 2 years at Lowe's
- Excelled at Langara by CGPA 3.00
Affiliations
- Love to host events at work and home
- Gardening
- Yoga
Timeline
Credit Counsellor
CIBC
01.2023 - Current
Administrative/ Customer Service Manager
Lowe’s Home Improvement
03.2022 - 12.2022
Head Cashier
Lowe’s Home Improvement
06.2021 - 03.2022
Customer Service Representative
Lowe’s Home Improvement
08.2019 - 05.2021
Sales Representative
Fossil
05.2019 - 09.2019
Associates of Science and Arts -
Langara College
Diploma in Advance MS Office
Diploma in Computerized Accounting (QuickBooks)
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