Prima Jolapara
Scarborough,Ontario
Summary
Experienced banking professional well-versed in managing diverse customer needs with speed and efficiency. Maximizing satisfaction through hands-on service and support, knowledgeable product recommendations, and persuasive communication skills.
Overview
4
4
years of professional experience
Work History
Personal Banking Associate
TD Canada Trust
06.2023 - Current
- Offering banking products including bank accounts, credit cards, lines of credit, loans, and banking services like estates and power of attorney setup.
- Backed up the teller team by handling the needs of new and existing customers at the main counter.
- Increased client retention through exceptional relationship-building and proactive problem-solving skills.
- Resolved complex customer issues promptly, escalating matters when necessary to ensure timely resolutions and maintain client satisfaction.
Customer Experience Associate
TD Canada Trust
05.2022 - 06.2023
- Managing daily banking transactions for personal and business customers
- Understanding and determining customer needs and advising appropriately on banking solutions
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
- Maintained up-to-date knowledge of product and service changes.
- Exhibited high energy and professionalism when dealing with clients and staff.
Operation Executive
Money Honey Financial Services Pvt Ltd
02.2020 - 09.2021
- Worked as an operation executive while leading a team of four members
- Managed working in short deadlines and making research reports on new financial products
- Handling everyday operations with strong communication and management skills and building good relationships with team members.
Education
Corporate Account Management (Marketing) -
Centennial College
04.2023
Financial Planning Services - Finance
Conestoga College
08.2022
Masters of Commerce -
University of Mumbai
06.2021
Bachelor of Commerce -
Thakur College of Science and Commerce
04.2019
Skills
- Financial Product Knowledge
- Flexibility
- Client Satisfaction
- Negotiation expertise
- Problem-Solving
- Developing customer relationships
- Retention Strategies
- Product Promotion
- Due diligence
- Cross-selling expertise
Languages
English
Native or Bilingual
Hindi
Native or Bilingual
Gujarati
Native or Bilingual
Marathi
Native or Bilingual
Timeline
Personal Banking Associate
TD Canada Trust
06.2023 - Current
Customer Experience Associate
TD Canada Trust
05.2022 - 06.2023
Operation Executive
Money Honey Financial Services Pvt Ltd
02.2020 - 09.2021
Corporate Account Management (Marketing) -
Centennial College
Financial Planning Services - Finance
Conestoga College
Masters of Commerce -
University of Mumbai
Bachelor of Commerce -
Thakur College of Science and Commerce
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