Rachael Lumba
London,ON
Summary
Dedicated and client-focused Business Accounting graduate from Fanshawe College seeking the Client Service Representative position at CIBC. Eager to leverage financial services knowledge, digital literacy, and interpersonal communication skills to provide exceptional client experiences and contribute to the success of the Personal and Business Banking Team.
Overview
5
5
years of professional experience
Work History
Sales Associate
Peloton
London, ON
06.2022 - 05.2024
- Engaged with customers to understand their needs and provide personalized product recommendations.
- Consistently exceeded sales targets by [percentage], showcasing a goal-oriented approach and strong performance.
- Maintained up-to-date product knowledge and provided training to new team members on best practices and sales techniques.
- Resolved customer complaints and issues promptly, maintaining a high level of client satisfaction.
Customer Service Representative
Peloton
London, ON
09.2019 - 06.2022
- Managed customer inquiries and resolved issues efficiently, ensuring high levels of client satisfaction.
- Processed transactions, including deposits, withdrawals, and account transfers, with accuracy and compliance with banking standards.
- Assisted clients in understanding and utilizing digital banking tools, enhancing their ability to manage their finances.
- Developed strong relationships with clients, identifying their needs and connecting them with appropriate banking services and team members.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
Education
Bachelor of Arts - Business Accounting
Fanshawe College of Applied Arts And Technology
London, ON04.2023
Skills
- Client Issue Resolution: Proven ability to address and resolve client concerns with empathy and efficiency
- Client Relationship Management: Skilled in building and maintaining strong relationships with clients, understanding their needs and delivering personalized solutions
- Customer Experience (CX): Focused on creating meaningful interactions and enhancing the overall client experience
- Digital Literacy: Proficient in using and teaching digital banking tools and applications
- Empathy: Strong ability to understand and share the feelings of clients, ensuring a supportive and respectful environment
- Financial Products: Knowledgeable about various financial services and products, with the ability to explain and recommend suitable options to clients
- Interpersonal Communication: Excellent verbal and written communication skills, with the ability to connect with clients and team members effectively
- Standards Compliance: Committed to adhering to banking regulations and standards in all transactions and client interactions
- Transaction Services: Experienced in handling a wide range of banking transactions accurately and efficiently
Languages
English
Native or Bilingual
Timeline
Sales Associate
Peloton
06.2022 - 05.2024
Customer Service Representative
Peloton
09.2019 - 06.2022
Bachelor of Arts - Business Accounting
Fanshawe College of Applied Arts And Technology