Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Rushi Patel

Toronto,ON

Summary

Successful at excelling in fast-paced, competitive banking environments. Good sales and customer service abilities paired with in-depth knowledge of bank products and services. Proficient in updating accounts, processing transactions and coordinating records.

Overview

3
3
years of professional experience

Work History

Customer Experience Associate

TD Bank
09.2022 - Current
  • Process financial transactions like deposits, withdrawals, and bill payments as per standardized operating procedures, industry regulations, and TD's code of conduct and ethics.
  • Connect personally with customers to advise them appropriately and clearly on banking solutions and processes.
  • Deliver quality customer experience and recommend operational improvements where opportunity exists to improve and achieve operational excellence.
  • Opening credit cards, and overdraft protection along with increasing limit.
  • Meeting monthly goal with growth card above 600%

Document Handler

Symcor
05.2022 - 08.2022
  • Scanned and entered bank-proof documents.
  • Completed daily logs for management review.
  • Drafted common document templates to reduce time spent creating documents from scratch.
  • Maintained privacy of documents received and dispatched.

Customer Service Representative

Parkland Fuel
04.2021 - 10.2021
  • Processed customer adjustments to maintain financial accounts.
  • Updated account information to maintain customer records.
  • Responded to customer requests for products, services and company information.
  • Communicated with clients regarding account services, statements, and balances.

Education

Post Graduate diploma - Business management

Lambton College
Toronto, ON
05.2018

Bachelor of Commerce - Commerce, Management And Account

Gujarat University
Nadiad, Gujarat
04.2016

Skills

  • Computer Proficiency
  • Delegation and Supervision
  • Multitasking and Prioritizing
  • Meticulous Attention to Detail
  • Verbal and Written Communication
  • Creative Problem Solving
  • Understanding Customer Needs
  • Microsoft Office proficient
  • Team Collaboration
  • Performance Metrics
  • Analytical Skills

Languages

English
Full Professional
Hindi
Full Professional
Gujarati
Native or Bilingual

Timeline

Customer Experience Associate

TD Bank
09.2022 - Current

Document Handler

Symcor
05.2022 - 08.2022

Customer Service Representative

Parkland Fuel
04.2021 - 10.2021

Post Graduate diploma - Business management

Lambton College

Bachelor of Commerce - Commerce, Management And Account

Gujarat University

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Rushi Patel