ROSHINI PATEL
Kensal Rise
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. British Citizen qualified to work in the United Kingdom.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Customer Service Officer
Hampshire Trust Bank
05.2024 - Current
- Enhanced customer satisfaction by efficiently addressing and resolving their inquiries and concerns.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.
- Maintained a high level of product knowledge to effectively assist customers with accurate information and recommendations.
Customer Service Representative
Metrobank
07.2023 - 04.2024
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated queries efficiently, finding satisfactory resolutions for both customers and the company alike.
- Responded to customer requests for products, services, and company information.
Member Banking Specialist
Coast Capital Savings
01.2023 - 06.2023
- Help client select appropriate financial products
- Discuss wealth building services with interested individuals
- Help members make financial plans and set goals
- Maintained excellent client relations, resulting in increased referrals and repeat business.
Personal Banking Associate
TD Canada Trust
02.2020 - 01.2023
- Fulfilled and exceeded customer needs in a consistent manner
- Utilized banking knowledge to recognize customer needs and to suggest appropriate service
- Promoted bank products and services then referred to appropriate associates.
- Conducted regular account reviews to identify opportunities for cross-selling additional bank products and services.
Account Clerk
H.B. Kaysons Ltd
10.2018 - 02.2020
- Created and managed accounts receivables and payables
- Complied salary/hourly data for payroll processing and created payroll using QuickBooks and Sage
- Billed multiple clients daily to ensure timely and accurate billing
- Provided clerical support to department, such as filing, copying and restocking supplies.
- Maintained compliance with all established guidelines and legal requirements.
- Implemented innovative filing systems that significantly improved document retrieval time and efficiency.
Sales Assistant
Panorama West Coast Living
01.2017 - 10.2018
- Generated advertising brochure for vendor use.
- Selected correct products based on customer needs, product specifications and applicable regulations.
- Met with customers to discuss and ascertain needs, tailor solutions and close deals.
- Attended monthly sales meetings and quarterly sales trainings.
- Assisted customers with prompt and polite support in-person and via telephone.
Education
Bachelors - Finance
CFA Institute
10-2026
Diploma - Finance
British Columbia Institute of Technology
Burnaby, BC01-2022
Skills
- Specialist Referrals
- Specialist Procedures
- Procurement Specialist
- Xactimate Beginner
- Sage Specialist
- Data entry
Certification
- Diploma In Finance Graduation: January 2022 British Columbia Institute of Technology Canadian Securities
- Certified Financial Analyst (CFA) Enrolled for November 2025
Languages
English
Full Professional
Gujarati
Native or Bilingual
Hindi
Full Professional
Interests
Actively learning and practicing day trading, analyzing market trends, and executing trades with a focus on risk management and profit optimization
Timeline
Customer Service Officer
Hampshire Trust Bank
05.2024 - Current
Customer Service Representative
Metrobank
07.2023 - 04.2024
Member Banking Specialist
Coast Capital Savings
01.2023 - 06.2023
Personal Banking Associate
TD Canada Trust
02.2020 - 01.2023
Account Clerk
H.B. Kaysons Ltd
10.2018 - 02.2020
Sales Assistant
Panorama West Coast Living
01.2017 - 10.2018
- Diploma In Finance Graduation: January 2022 British Columbia Institute of Technology Canadian Securities
- Certified Financial Analyst (CFA) Enrolled for November 2025
Bachelors - Finance
CFA Institute
Diploma - Finance
British Columbia Institute of Technology
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