Dynamic and client-focused professional with a background in financial services and customer service, equipped to leverage expertise in client engagement and financial product knowledge to drive meaningful outcomes at CIBC.
Hi, I’m
Rachael Lumba
London,ON
Summary
Overview
5
years of professional experience
1
Certification
Work History
Intuit
Sales Associate
06.2022 - 05.2024
Job overview
- Provided exceptional customer service, advising clients on fitness solutions to meet their needs.
- Achieved and exceeded sales targets through effective product knowledge and personalized recommendations.
- Built relationships with customers to encourage repeat business.
- Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
- Educated clients on current promotional offerings and products using persuasive selling tactics.
Intuit
Virtual Latinos
01.2023 - 01.2024
Job overview
- Supported accounting functions, including accounts payable and receivable, reconciliations, and financial reporting.
- Applied attention to detail and accuracy in maintaining financial records.
- Assisted with preparation of monthly financial statements.
- Prepared journal entries and entered into system using excel
Peloton
Customer Service Representative
09.2019 - 06.2022
Job overview
- Resolved customer inquiries and issues promptly, ensuring a high level of satisfaction.
- Developed expertise in troubleshooting and navigating customer service software.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Handled customer inquiries and suggestions courteously and professionally.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
Education
Fanshawe College of Applied Arts And TechnologyLondon, ON
Associate of Arts from Business Accounting
04.2023
University Overview
Skills
- Client Engagement
- Financial Product Knowledge
- Communication Skills
- Problem Solving
- Team Collaboration
- Computer Proficiency (MS Office, QuickBooks)
Websites
Languages
English
Native or Bilingual
Certification
- Digital Competition in Financial Services Training, June 2024
Additional Information
Additional Information
- Client-Centric: Prioritize client needs, fostering trust and loyalty through personalized service.
- Goal-Oriented: Driven by achieving targets and delivering exceptional results.
- Adaptive: Embrace change and navigate fast-paced environments effectively.
- Integrity: Uphold ethical standards and integrity in all interactions.
Timeline
Virtual Latinos
Intuit
01.2023 - 01.2024
Sales Associate
Intuit
06.2022 - 05.2024
Customer Service Representative
Peloton
09.2019 - 06.2022
Fanshawe College of Applied Arts And Technology
Associate of Arts from Business Accounting
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