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
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 losses 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
- Credit Counseling
Certification
- IFSE – Canadian Investments funds course
- First AID License
Accomplishments
- Recognized for highest 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.
Activities
- Love to host events at work and home
- Gardening
- Yoga
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
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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