Summary
Overview
Work History
Education
Skills
Timeline
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Ranjeshni (Rani) Lal

Toronto,ON

Summary

Skilled Personal Banking Representative with strong background in providing banking solutions to clients. Known for outstanding customer service skills, adept at cross-selling bank products and services, and forging lasting relationships with customers. Proven track record of identifying customer needs and offering appropriate financial solution. Strong communication skills have been leveraged to effectively resolve complex customer issues, contributing to improved client satisfaction rates.

Overview

5
5
years of professional experience

Work History

Personal Banking Representative

CIBC/SIMPLII
TORONTO, Ontario
05.2022 - Current
  • Provided customer service to clients by responding to inquiries, resolving complaints, and educating customers on banking products.
  • Collaborated with other departments within the bank to provide comprehensive support for customers.
  • Processed financial transactions such as deposits, withdrawals, transfers, loan payments, and check cashing.
  • Provided guidance on the use of online banking tools and other digital channels.
  • Performed periodic reviews of customer accounts to identify potential risks or frauds.
  • Participated in training programs designed to enhance product knowledge.
  • Assisted in opening new accounts and maintaining existing accounts for personal banking customers.
  • Offered personalized advice on investments and asset management strategies.
  • Monitored daily activity reports for accuracy and completeness.
  • Researched customer requests using internal systems and external resources.
  • Prepared detailed reports summarizing customer feedback regarding banking services.

COMPLIANCE OFFICE - JUNIOR

BMO
TORONTO, Ontario
08.2020 - 03.2022
  • Monitored employee adherence to company policies, laws, and regulations.
  • Maintained detailed records regarding all activities associated with compliance initiatives.
  • Assessed the effectiveness of existing processes and procedures related to compliance.
  • Drafted reports summarizing findings from audit reviews and investigations.
  • Responded promptly to complaints received from employees or customers.
  • Conducted regular internal audits to ensure compliance with established standards.
  • Maintained and revised policy procedures for general operation of compliance program.
  • Performed fact-finding research by investigating, collecting and analyzing data and compiling in report format.

Education

Diploma - Software Engineering

CENTENNIAL COLLEGE
TORONTO, ON
05-2024

Skills

  • Customer service
  • Financial transactions
  • Online banking
  • Risk assessment
  • Account management
  • Regulatory compliance
  • Product knowledge
  • Problem solving
  • Attention to detail
  • Team collaboration
  • Banking software proficiency
  • Fraud prevention

Timeline

Personal Banking Representative

CIBC/SIMPLII
05.2022 - Current

COMPLIANCE OFFICE - JUNIOR

BMO
08.2020 - 03.2022

Diploma - Software Engineering

CENTENNIAL COLLEGE

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Ranjeshni (Rani) Lal