Summary
Overview
Work History
Education
Skills
Certification
Websites
Timeline
Generic

Rutanshu Barot

Woodbridge,ON

Summary

Experienced and customer-focused financial services professional with 5 years in the Banking Sector. Proven track record of delivering tailored financial solutions and exceptional client service.


Seeking to leverage 10+ years of expertise in credit lending, financial planning, and investment to contribute to a dynamic banking team. Adept at ensuring compliance with safety regulations and well-versed in customer service practices.


Skilled in operational, financial, and employee performance analysis, with a strong ability to implement remedial solutions for continuous improvement. Possesses excellent communication, relationship-building, and program management abilities.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Financial Services Officer - Loans and Mortgages

Fairstone Bank
01.2023 - Current
  • Provided financial advice to clients, handled inquiries, and originated, processed, and closed customer loan proposals.
  • Recommended loan approvals or denials based on thorough application reviews.
  • Compiled and managed a database of credit histories and financial information for loan applicants.
  • Proactively identified solutions for clients with credit issues and monitored loan pipelines.
  • Assisted clients in improving financial health, implemented strategies to boost sales, and addressed customer complaints effectively.
  • Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
  • Soliciting for new and renewal business through customer contact to generate sales leads, in-person and over the phone.
  • Managing overdue accounts by understanding customer's situation, being solution-driven and treating each customer with respect and empathy
  • Established plans and payoffs for customers' loans, prioritizing control of overall costs.
  • Created loan packages based on consumer needs and financial history

Banking Advisor/Client Care Supervisor

RBC Royal Bank
12.2021 - 12.2022
  • Play a pivotal role in advising customers on high-level financial solutions, including a range of investment and credit banking products.
  • Increase customer financial confidence by providing personalized advice, addressing inquiries, and maintaining confidentiality with accuracy.
  • Conducted comprehensive financial reviews for existing and prospective customers, discussing portfolio updates and suggesting personalized solutions aligned with their financial goals.
  • Advised customers on high-level financial solutions and engaged in thoughtful financial questioning.
  • Increased customer financial confidence by providing personalized advice and addressing inquiries.
  • Acted as a point of contact for frontline staff, resolving customer problems with effective solutions.
  • Played a crucial role in achieving and surpassing service level agreements, resulting in an 85% increase in customer satisfaction.

Customer Service/Operations Manager

Sgt. Splatter's Project Paintball
09.2014 - Current
  • Manage a team of 15-20 staff members, streamlined operational processes, and conducted regular performance evaluations.
  • Oversee all aspects of paintball field operations, implemented safety procedures, and conducted staff training programs.
  • Collaborate with marketing and sales teams to develop promotions and events, increasing field revenue by 25% annually.
  • Address customer inquiries, monitored field usage, and implemented cost-effective maintenance strategies.
  • Work with senior management to align departmental goals with the company's strategic objectives.

Financial Services Representative

Usolve Financial / Cash Shop
11.2012 - 09.2014
  • Worked in a fast-paced environment, addressing client needs, resolving concerns, and escalating major issues to the supervisor.
  • Verified account information, educated clients about outstanding balances, and actively listened to customers.
  • Administered account transactions, provided primary customer support, and reported to the manager.
  • Maintained customer satisfaction through forward-thinking strategies focused on addressing needs and resolving concerns.

Education

Associates - Advanced Business Management

Humber College
Toronto, ON
04.2014

Skills

  • Customer Service Management
  • Building Customer Trust and Loyalty
  • Team Leadership
  • Verbal and Written Communication
  • Multitasking and Prioritization
  • Microsoft Office Suite
  • Highly Customer, Goal and Detail-Oriented
  • Professional Relationships
  • Portfolio Management
  • Persuasive Sales Techniques
  • Client Recruiting and Retention
  • Financial Analysis
  • Client Rapport-Building
  • Mortgages and Loans
  • Financial Services / Planning
  • Multilingual in English, Hindi and Gujarati

Certification

  • Canadian Investment Funds Course - IFIC (IFSE)
  • Personal Financial Services Advice (CSI)
  • Mortgage Broker/Agent License (FSRA)

Timeline

Financial Services Officer - Loans and Mortgages

Fairstone Bank
01.2023 - Current

Banking Advisor/Client Care Supervisor

RBC Royal Bank
12.2021 - 12.2022

Customer Service/Operations Manager

Sgt. Splatter's Project Paintball
09.2014 - Current

Financial Services Representative

Usolve Financial / Cash Shop
11.2012 - 09.2014

Associates - Advanced Business Management

Humber College
  • Canadian Investment Funds Course - IFIC (IFSE)
  • Personal Financial Services Advice (CSI)
  • Mortgage Broker/Agent License (FSRA)
Rutanshu Barot