Summary
Overview
Work History
Education
Skills
Extra
Timeline
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Rosabelle (Rose) Mathiaparanam

Ajax,ON

Summary

Experienced banking professional with a proven track record in negotiation and problem-solving. Specializes in client servicing and operations, executing tasks meticulously with keen attention to detail. Dedicated client advocate prioritizing needs, delivering optimal solutions promptly to foster lasting relationships and drive revenue growth. Committed to loyalty, teamwork, and strong work ethics, approaching every responsibility with precision and accuracy to excel in any role.

Overview

5
5
years of professional experience

Work History

Senior Account Processing Officer

CIBC Capital Markets
09.2023 - Current
  • Coordinated processes and paperwork with internal and external service providers
  • Achieved high levels of customer satisfaction due to timely resolutions of any issues encountered during the processing phase.
  • Supported fellow Processing Officers during periods of high workload or absences by stepping in to assist with their responsibilities.
  • Collaborated with team members to achieve shared objectives and meet tight deadlines.
  • Effectively utilized software tools for data entry, tracking, analysis, and reporting purposes during application processing tasks.
  • Trained new incumbents or temporary staff on procedures and guidelines to transfer knowledge and maintain process consistency.
  • Demonstrated attention to detail when reviewing documents, identifying potential discrepancies or inaccuracies before submission.
  • Updated knowledge about new products, procedures and organizational changes to respond to client requests.
  • Achieved high customer service levels by processing incoming requests swiftly and in accordance with procedures and policies.
  • Contributed to a positive work environment through active participation in team meetings and open communication with colleagues.

Client Solutions Specialist

CIBC Telephone Banking
01.2022 - 08.2023
  • Effectively resolved client conflicts with diplomacy and professionalism, preserving valuable business relationships.
  • Conducted regular follow-ups with clients to ensure continued satisfaction and address any arising issues or concerns.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
  • Provided Lending & Investment Solutions
  • Sales of CIBC products based on client's credit analysis
  • Maintain a keen eye on detail related to processes, protocols and procedures
  • Multi task across several tools on each call
  • Maintained high competitive call volume and excellent call quality

Financial Services Representative

CIBC Telephone Banking
07.2021 - 12.2021
  • Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
  • Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
  • Enhanced customer relationships with personalized service and addressing individual concerns promptly.
  • Collaborated with team members to achieve sales targets and improve overall branch performance.
  • Increased client satisfaction by providing tailored financial advice and investment recommendations.
  • Assessed credit applications accurately by analyzing applicants'' financial history, income stability, and repayment capability.
  • Identified opportunities to cross-sell products, resulting in increased revenue for the bank.
  • Conducted regular reviews of client portfolios to ensure alignment with risk tolerance and investment objectives.

Senior Client Service Representative – Head Teller

CIBC Branch With ATM
08.2020 - 07.2021
  • Delivered consistent results under pressure by prioritizing tasks based on urgency and importance effectively managing workload.
  • Collaborated with team members to enhance overall service quality, sharing knowledge and best practices.
  • Streamlined service processes for improved efficiency, leading to increased client retention rates.
  • Served as a liaison between clients and internal departments to ensure smooth coordination of requests.
  • Cultivated strong relationships with clients through regular communication and attentive listening.
  • Maintained up-to-date knowledge of product and service changes.
  • Met customer call guidelines for service levels, handle time and productivity.
  • Exhibited high energy and professionalism when dealing with clients and staff.
  • Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
  • Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
  • Cross-trained and provided backup support for organizational leadership.
  • Investigated and resolved accounting, service and delivery concerns.
  • Monitored cash drawers in multiple checkout stations and maintained adequate cash supply.
  • Balanced cash drawers consistently at end-of-day without discrepancies, ensuring accuracy in all transactions processed throughout the day.
  • Oversaw currency shipments and deposits while adhering to strict safety guidelines.
  • Replenished ATM funds in empty canisters prior to validation process.
  • Managed high-volume cash transactions daily, maintaining accuracy and efficiency under pressure.
  • Introduced customers to other bank team members to help meet financial needs.
  • Developed strong rapport with customers by actively listening, addressing concerns promptly, and providing tailored solutions.
  • Reduced errors in transactions with vigilant attention to detail and adherence to banking regulations.
  • Streamlined teller operations for improved productivity, implementing organized cash drawer management procedures.
  • Mentored junior tellers, fostering professional development and growth within the team.
  • Maintained up-to-date knowledge of banking policies, procedures, and regulatory requirements for effective guidance of team members and clients alike.
  • Served as a trusted resource for colleagues on complex transactions or challenging customer situations.
  • Mentored and trained new tellers on bank procedures and customer service standards.
  • Referred customers to other banking departments for specialized services.

Education

Graduate Certificate - Sport & Event Marketing

George Brown College
01.2019

Executive Diploma - Marketing Management

Loyola Institute of Business Management
01.2008

Master of Science - Communication

University of Madras
01.2007

Skills

  • Time Management
  • Accountability
  • Product Knowledge
  • Customer service
  • Problem-solving
  • Teamwork and collaboration
  • Multitasking Abilities
  • Active listening
  • Decision-making
  • Effective communication
  • Microsoft office
  • Team building
  • Self motivation
  • Task prioritization
  • Analytical thinking
  • Professionalism
  • Adaptability
  • Written communication
  • Skilled in - COINS, ADP, ARROW, ECIF, GOW, CDS, DTC, IAS, FUNDSERV, WEALTH MANAGEMENT, ADOBE ACROBAT

Extra

  • English, Hindi, Tamil, Malayalam
  • Worship Leader
  • Focus Group Facilitator
  • Wedding Coordinator
  • Volunteer at Small World Music Society
  • Volunteer at The Beaches Jazz Festival
  • Volunteer at Big Brothers Big Sisters
  • Volunteer at Kensington Jazz Festival

Timeline

Senior Account Processing Officer

CIBC Capital Markets
09.2023 - Current

Client Solutions Specialist

CIBC Telephone Banking
01.2022 - 08.2023

Financial Services Representative

CIBC Telephone Banking
07.2021 - 12.2021

Senior Client Service Representative – Head Teller

CIBC Branch With ATM
08.2020 - 07.2021

Executive Diploma - Marketing Management

Loyola Institute of Business Management

Master of Science - Communication

University of Madras

Graduate Certificate - Sport & Event Marketing

George Brown College

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Rosabelle (Rose) Mathiaparanam