Summary
Overview
Work History
Education
Skills
Activities
Certification
Languages
Timeline
Generic

Saara Susan Jacob

Kitchener,ON

Summary

Financial professionals with over 4 years of experience in customer service and finance executive roles, who is committed and client-focused. Exhibits a strong dedication to meeting business goals and providing outstanding client experiences. competent at determining the needs of clients and offering wise financial guidance; well-versed in digital and personal banking products and services. Skilled in cooperating with colleagues, establishing rapport with clients, and upholding regulatory compliance. driven to make a positive impact on the branch's customers' experience and ultimately business outcomes.

Strong problem-solving, interpersonal, and organizational skills are combined with a passion for assisting clients in reaching their financial objectives.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Customer Service Representative

Walmart
01.2024 - Current
  • Handled customer inquiries and suggestions courteously and professionally.
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Completed complex and diverse tasks within given rules and limits
  • Contributed to the ongoing improvement of the branch customer experience.
  • Reviewed customer profiles and engaged in needs-based conversations

Associate,Part Time

Domain Logistics
09.2022 - Current
  • Completion of paperwork for both inbound and outbound materials
  • Shipping of products after picking, sorting, and packing
  • Keeping workplace clean and safe
  • Worked 12 hours to meet seasonal and business needs.
  • Prioritized tasks to meet tight deadlines, pitching in to assist others with project duties.

Service Advisor Cum Accountant

Amity University
09.2018 - 06.2022
  • Identified customer needs and provided advice on financial solutions.
  • Collaborated within the branch(universities in different emirates in UAE) and with partners to achieve business objectives.
  • Welcomed and guided customers/parents to universities for the open day, offering service like university course details, payment system, etc.
  • Met customer transaction needs with seamless execution.
  • Identified and reported suspicious activities from the customers.
  • Worked at multiple branches based on market needs with varying schedules.

Accounts Executive

Thomson Rubbers
07.2017 - 05.2018
  • Reconciled customer payments with open accounts receivable, managed payment entries in ERP systems, and addressed discrepancies between received payments and invoices
  • Issued electronic and cheque payments to suppliers, matched supporting documents, and posted Visa statements
  • Worked closely with customers and vendors to clarify documentation and resolve discrepancies.
  • Bank Reconciliation
  • Coordinated month-end closing activities to ensure timely completion of financial statements for executive review and decision-making purposes

Education

Post Graduate Certificate - Financial Technology

Conestoga College
Ontario, Canada
12.2023

Post Graduate Certificate - Business Analytics

Conestoga College
Ontario, Canada
12.2022

Master of Commerce - Accounts And Finance

Annamalai University
India
08.2019

Bachelor of Commerce - Finance And Taxation

Marian College
India
03.2017

Skills

  • Customer Service
  • Sales and Consultative
  • Collaboration and Teamwork
  • Communication
  • Organizational
  • Analytical and Problem-Solving
  • Technical Proficiency
  • Knowledge of Financial Products
  • Regulatory and Compliance Knowledge
  • Adaptability and Flexibility
  • Proactive and Initiative-Taking
  • Time Management
  • Attention to Detail

Activities

  • An active member of the university's Finance Club, organizing events and participating in finance competitions
  • Attended and contributed to industry-specific workshops and seminars on financial analysis, ERP systems, and accounting best practices.
  • Led a team in a major financial analysis project, coordinating efforts and ensuring timely completion.
  • Organized r team-building activities, fostering a collaborative work environment.

Certification

  • Canadian Investment Funds Course Certification from IFSE Institute
  • Advanced Diploma in Technological competencies for business in globalized economy from MG University, Kerala
  • Certification in Career essentials in Business Analysis by Microsoft and LinkedIn


Languages

English
Native or Bilingual
Hindi
Native or Bilingual
Malayalam
Native or Bilingual

Timeline

Customer Service Representative

Walmart
01.2024 - Current

Associate,Part Time

Domain Logistics
09.2022 - Current

Service Advisor Cum Accountant

Amity University
09.2018 - 06.2022

Accounts Executive

Thomson Rubbers
07.2017 - 05.2018

Post Graduate Certificate - Financial Technology

Conestoga College

Post Graduate Certificate - Business Analytics

Conestoga College

Master of Commerce - Accounts And Finance

Annamalai University

Bachelor of Commerce - Finance And Taxation

Marian College
Saara Susan Jacob