Sandeep Rai
Edmonton,Canada
Summary
To obtain career where I can contribute my knowledge, skills and professional experience of public /client's relations, planning, organizing, and resolving issues.
Over 19 years progressive work experience in operations, customer services, strengthening relations with clients and assisting in resolving issues/conflicts. Ability to handle challenging situations. Great organizational skills, detailed oriented and resourceful Excellent communication skills; both verbal and written Strong problem-solving abilities with well-developed time management skills Ability to work in a fast paced-environment and willing to learn and enhance skills. Advance proficiency in Ms Office (Excel, Word, Outlook etc)
Overview
22
22
years of professional experience
Work History
Personal Banking Associate
Td Canada Trust
Edmonton, Canada
01.2018 - Current
- Company Overview: Meadows Branch, Edmonton
- Meadows Branch, Edmonton
Manager Customer Experience (Maternity coverage)
Td Canada Trust
Edmonton, Canada
01.2021 - 01.2022
- Company Overview: Meadows Branch, Edmonton
- Meadows Branch, Edmonton
Customer Service Representative
Td Canada Trust
Edmonton, Canada
01.2011 - 01.2018
- Company Overview: Meadows Branch, Edmonton
- Process branches administrative duties and complex transactions related to investments and unsecured credit compliance based on banking solutions, processes, and procedures expertise.
- Liaise with One TD partners to serve customers in a way that suits their financial needs.
- Support the execution of the branch plan and objectives.
- Mentor a dynamic team on offering banking solutions and advice-giving strategies to improve the customer experience.
- Achieve customer demands and compliance requirements by maintaining employee scheduling while adhering to all policies, procedures, and guidelines of conduct.
- Assist advisory and frontline staff for efficient resolution of customer complaints within guidelines.
- Maintain customer facing areas of the branch as per premises, marketing, and regulatory guidelines.
- Resolve operational issues by recommending improvements.
- Meadows Branch, Edmonton
Account Service Representative/ Customer Service Representative
Royal Bank of Canada
Edmonton, Canada
05.2006 - 01.2010
- Company Overview: Magrath Heights Branch, Edmonton
- Responding to client-initiated contacts, delivering fast and efficient service, assisting with financial transactions such as deposits, withdrawals, cheque cashing/ordering, bill payments, drafts, and wire transfers.
- Customer pick-up, order and ship foreign exchange currency and process customer service representative chute bags.
- Responsible for answering incoming calls and resolving personal / business accounts inquiries, balancing cash daily and following established procedures if out of balance and uncovering customer’s personal or business needs and referring them to the appropriate staff members (refer credit requests, investments, new accounts etc.)
- Resolving problems at first point of contact where possible and refer to more complex situations to senior officers.
- Adherence to compliance routines in carrying out transactions.
- Acting as backup Branch Privacy Officer and AML Officer and mediate with other officers / supervisor to identify the trends of issues for further planning.
- Coaching & mentoring new staff, organize and participate in events for business development.
- Magrath Heights Branch, Edmonton
Cash Associate (Part Time)
Walmart
Edmonton, Canada
03.2003 - 04.2007
- Company Overview: South Common Edmonton
- Greeted customers & provided information such as where to find products.
- Accepted payments in cash or by cheque, credit card, traveler's cheque, point of sale or direct debit card.
- Processed coupons, discounts, other adjustments, gift certificates and exchanges.
- Processed refunds to customers for their returned stock.
- Thanked customers and offered carry-out service.
- Kept the checkout area clean and orderly.
- Ensured that POS always have adequate change and appropriate cash levels.
- Used the paging system to request information or assistance as needed.
- South Common Edmonton
Education
Customer Service Training - CSR Perfect Hour, Branch Privacy Officer, Money Laundering
Royal bank of Canada
01.2010
Teller Training -
N.A.I.T.
01.2006
Post-Secondary School -
01.2003
Skills
- Operations
- Customer services
- Client relations
- Issue resolution
- Organizational skills
- Detail-oriented
- Resourcefulness
- Communication skills
- Verbal communication
- Written communication
- Problem-solving
- Time management
- Fast-paced environment
- Willingness to learn
- Ms Office
- Excel
- Word
- Outlook
Accomplishments
- Won Legends 2020,2023,2024
- TD Canada Trust Branch recognition Award Jan 2020
- LEI winner Q1 2021
- Won Excellent customer service award of the year (Walmart) Aug 2005
References
Available upon request
Timeline
Manager Customer Experience (Maternity coverage)
Td Canada Trust
01.2021 - 01.2022
Personal Banking Associate
Td Canada Trust
01.2018 - Current
Customer Service Representative
Td Canada Trust
01.2011 - 01.2018
Account Service Representative/ Customer Service Representative
Royal Bank of Canada
05.2006 - 01.2010
Cash Associate (Part Time)
Walmart
03.2003 - 04.2007
Customer Service Training - CSR Perfect Hour, Branch Privacy Officer, Money Laundering
Royal bank of Canada
Teller Training -
N.A.I.T.
Post-Secondary School -
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