Punit Dharmani
Regina,SK
Summary
Highly organized and detail-oriented operations professional with over 3 years of experience in process management, risk and governance compliance, and customer service. Adept at conducting investigations, resolving discrepancies, and streamlining workflows to improve efficiency. Skilled in collaborating with teams to deliver top-quality service while ensuring adherence to regulatory standards and company procedures. Proficient in managing data entry, documentation, and issue escalation while maintaining strong customer relationships. Equipped with a technical background in automotive services, complemented by hands-on experience in project volunteering and community engagement.
Overview
7
7
years of professional experience
Work History
Processor, Operations Management
CIBC
Scarborough
01.2022 - 07.2024
- Conducting investigation and detailed analysis on item errors, according to established guidelines, to determine the nature of the issue, identifying root cause, and resolving the error. Receiving, reviewing, and investigating item errors.
- Adhering to all risk and governance standards by completing all required documentation thoroughly and ensuring that all processes and procedures are followed.
- Working closely with their team to deliver a great customer experience. Ensuring that the team's collective work meets quality standards, deadlines, and service level agreements.
- Identifying and resolving items of discrepancy and following up on process problems within area of responsibility using independent judgment based on standard work procedures. Acting like an owner by taking accountability for issues and knowing when to lean on others to build a better solution together.
- Obtaining and processing information required for the provision of services for investment products, such as transfers of RRSP and TFSA.
- Handling account opening and closing.
- Receiving requests from internal and external clients for processing financial transactions (preparing payouts for deceased clients and handling record retention for estate files).
- Handling mail-in deposits for CAD and foreign cheques.
- Prioritizing and organizing workload based on risk and severity, and documents required to ensure deadlines are met according to policies, procedures, and service level agreements.
- Handling inquiries and escalating them as required.
Customer Service Representative
Being Woman
Halol, Gujarat
05.2017 - 08.2020
- Processed customer inquiries and resolved issues, with a focus on providing clear explanations and guidance on company services and procedures.
- Utilized computer systems for data entry and record management, ensuring accuracy and confidentiality of customer information.
- Maintained attention to detail while handling complex requests, ensuring completeness and accuracy in data entry and documentation.
- Coordinated with various departments to expedite the resolution of customer issues, improving overall customer satisfaction.
- Took special orders in person and over telephone, generating additional revenue every month.
- Strengthened customer retention by offering discount options.
- Referred unresolved customer grievances to designated departments for further investigation.
Education
Diploma - Motive Power Technician (Automobile)
Fanshawe College of Applied Arts And Technology
London, ON12-2020
Skills
- Investigation and Analysis
- Risk and Governance Compliance
- Customer Service
- Organizational Skills
- Team Collaboration
- Computer Skills
- Microsoft Office Suite
- Attention to Detail
- Communication
- Documentation
References
References available upon request.
Timeline
Processor, Operations Management
CIBC
01.2022 - 07.2024
Customer Service Representative
Being Woman
05.2017 - 08.2020
Diploma - Motive Power Technician (Automobile)
Fanshawe College of Applied Arts And Technology
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