Payal Panchal
Scarborough,ON
Summary
Talented Business Support Officer adept at independently managing business administrative needs. Experienced in all basic clerical areas, as well as preparing advanced documents, reports and presentations. Looking for a challenging role with a growing team.
Overview
11
11
years of professional experience
Work History
Business Support Officer
CIBC
Scarborough, ON
05.2022 - Current
- Provided administrative support to the team, including regulatory reporting and AML/ATF Analyst.
- Provide technical subject matter expertise and analysis on Regulatory reporting, AML/ATF.
- Contribute to identifying and implementing new products, operating workflows, and operational efficiencies.
- Ensure timely filing of reports in compliance with regulatory requirements.
- Develop and execute reporting functions for AML, Sanctions/ABAC, and other related areas.
- Refer or escalate processing issues, ensuring resolution and maintaining service quality.
- Review data discrepancies and initiate remediation actions.
- Accurately enter data from source documents into reporting systems.
- Verify data accuracy and identify and correct errors.
- Coordinate with partners to obtain missing data and ensure timely input.
- Communicate effectively with other officers regarding various applications (PLC, Loan, RCS, Pensions, Alimony, EFTs, Parental leave) to assess approval or decline conclusions.
Career Break/ Maternity Leave
Maternity leave
Scarborough, ON
04.2021 - 04.2022
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Understood and followed oral and written directions.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Customer Service Retention Specialist
S&P Data
Toronto, ON
08.2020 - 04.2021
- Take inbound calls from clients to address their inquiries and resolve their concerns while providing added value.
- Strive to understand each customer's unique situation and needs, ensuring a high level of customer service.
- Exceed customer expectations by providing quality service.
- Maintain strict confidentiality regarding customer information.
- Accurately document all customer interactions in designated systems.
- Apply techniques learned in training and ongoing coaching to enhance customer interactions.
- Utilize technical skills to assist customers in optimizing their network connection, including creating tickets or connecting them with nearby 5G towers if necessary.
- Offer credits to clients at risk of leaving as a gesture of loyalty, leveraging available tools.
- Actively engage in upselling and cross-selling to enhance customer experience and increase revenue opportunities.
Team Leader/Store Manager
Rogers
Toronto, ON
09.2017 - 02.2020
- Spearheaded innovative marketing strategies resulting in a more than 25% increase in sales for Home Entertainment & Wireless Categories compared to the previous year.
- Developed and executed a successful promotional campaign focusing on Home TV packages, leading to a sales increase of over 13% during the promotional period.
- Initiated, scheduled, and managed sales projects and teams, fostering effective and profitable relationships through weekly team meetings. Led the team to achieve three quarterly goals and monthly by giving them tools and coaching them on upselling and cross selling.
- Conducted thorough market research to identify target audience needs and developed tailored promotional packages to meet those specific needs.
- Effectively managed a team of up to 5-7 employees, demonstrating active listening skills, task allocation, and coordination to ensure exceptional customer service and increased productivity.
Store Manager
Freedom mobile/ Wind mobile
Toronto, ON
12.2012 - 08.2017
- Conducted daily store operations, including opening and closing procedures and cash handling.
- Monitored inventory levels and placed orders to restock shelves.
- Developed strategies to maximize sales and profitability.
- Established customer service standards and monitored staff compliance.
- Resolved customer complaints in a timely manner.
- Recruited, trained and supervised new employees.
- Ensured compliance with safety regulations and company policies.
- Analyzed financial data to identify areas of improvement.
- Created weekly work schedules for store personnel.
- Maintained accurate records of employee performance reviews.
- Prepared monthly reports on sales figures, expenses, profits.
- Updated POS system with new products and promotional offers.
Education
BBA - PG. D Business Management
Lambton College of Applied Arts And Technology
Toronto, ONBBA - Business Administration
Sardar Patel Education Campus
Gujarat, IndiaSkills
- Organization skills
- Regulatory Compliance
- Back office management
- Reporting expertise
- Billing
- Budget support
- MS PowerPoint
- Microsoft Office
- expertise in CIBC tools
- Analytical skills
- Corporate actions
- Time management
- Computer proficiency
- Financial literacy
- Adaptability
Timeline
Business Support Officer
CIBC
05.2022 - Current
Career Break/ Maternity Leave
Maternity leave
04.2021 - 04.2022
Customer Service Retention Specialist
S&P Data
08.2020 - 04.2021
Team Leader/Store Manager
Rogers
09.2017 - 02.2020
Store Manager
Freedom mobile/ Wind mobile
12.2012 - 08.2017
BBA - PG. D Business Management
Lambton College of Applied Arts And Technology
BBA - Business Administration
Sardar Patel Education Campus
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