Summary
Overview
Work History
Education
Skills
Timeline
Hi, I’m

RAJ PATEL

Brampton,ON

Summary

  • Ability to work with prospective customers to provide solutions and personalized financial advice based on their financial goals.
  • Proficient in MS office applications including Excel (V-Lookups, Goal Seek, Pivot Tables), Word,PowerPoint.
  • Possess knowledge about the evolving regulations, industry codes of conduct and ethics.
  • Potential to satisfy needs of clients by creating positive customer experience and providing high level of financial solutions.
  • Capacity to achieve and improve productivity targets.
  • Capability to apply learnings about identifying customer’s credit standing and take lending decisions accordingly.
  • Proactively prioritizing, planning, and executing skills with excellent problem-solving abilities.
  • Effective communication and interpersonal skills used to not only understand, explain, and clarify information, but to build and maintain strong relationships with colleagues and customers.
  • Ability to contribute to building a constructive team spirit by supporting diverse and positive work environment among team members.
  • Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities.
  • Committed to maintaining professional relationships to increase profitability and drive business results.

Overview

4
years of professional experience
3
years of post-secondary education
3
Languages

Work History

Shell
BRAMPTON, ON

Customer Service Representative
01.2020 - 01.2023

Job overview

  • Engaged with customers and provided elevated services
  • Handled cash efficiently on daily basis
  • Kept a track of inventories to keep it available for customers regularly
  • Assisted store in generating more revenue by upselling products to the customers and letting them know about current promotions
  • Served 50-70 customers in every shift
  • Acted as a point of contact to handle customer problems
  • Paid vendors for the purchased products and stored invoices

Sheridan, Pilon School of

Impact
05.2022 - 08.2022

Job overview

  • Business & Sheridan EDGE
  • Presented reports and presentations to the dean of PSB and director of EDGE
  • Developed a financial model/framework related to Social Impact Fund
  • Exercised strong decision-making skills to analyze financial data regarding creating a Social Impact
  • Fund at Sheridan college and to create a roadmap for its inception at Sheridan.

Metro Supply Chain Group

Junior Finance Coordinator
09.2021 - 12.2021

Job overview

  • Identified, analyzed and conducted investigations of account discrepancies at Metro Supply Chain group and in Consumer Credit course as well
  • Proactively engaged with clients to meet their needs and to identify any new business opportunities
  • Efficiently kept track of working hours of approximately 80 employees every week
  • Collaborated with all stakeholders, and finance team via telephone, and e-mail
  • Developed proficiency with necessary MS office applications
  • Supported the team on various client related projects as required
  • Assisted with document creation: presentations, visual summaries, schedules, and reports.

Education

Sheridan College

Advanced Diploma from Business Administration - Finance
01.2020 - 12.2022

University Overview

Skills

    Problem-Solving

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Timeline

Impact
Sheridan, Pilon School of
05.2022 - 08.2022
Junior Finance Coordinator
Metro Supply Chain Group
09.2021 - 12.2021
Sheridan College
Advanced Diploma from Business Administration - Finance
01.2020 - 12.2022
Customer Service Representative
Shell
01.2020 - 01.2023

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RAJ PATEL