Saumya Thakur
Mississauga,ON
Summary
Professional in customer financial services with strong background in managing client accounts and resolving financial queries. Adept at analyzing data, processing transactions, and providing exceptional customer support. Known for fostering team collaboration and adapting to evolving needs. Skilled in financial software, communication, and problem-solving, ensuring reliable and results-driven service.
Overview
6
6
years of professional experience
Work History
Financial Services Representative
Pay2day
02.2024 - Current
- Cash handling/teller responsibilities and Opening/closing the branch
- Completing credit and loan documentation and helping customers by explaining complicated concepts simply
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Collaborated with team members to achieve sales targets and improve overall branch performance.
- Reviewing applicants/completing financial risk assessment to determine approvals.
Assistant Manager, Customer Service
RBL Bank
01.2021 - 11.2023
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Handled customer complaints professionally, resulting in satisfactory outcomes and positive feedback.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Maintained a high level of product knowledge, providing accurate information to customers.
- Enhanced customer satisfaction by effectively addressing inquiries and resolving issues.
Customer Service Associate
Axis Bank
03.2019 - 01.2021
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
- Enhanced customer satisfaction by providing efficient and accurate cash transactions.
- Adapted quickly to new technologies implemented at POS systems, ensuring seamless transition periods for both staff and customers.
- Ensured compliance with company policies and procedures while processing transactions efficiently.
Education
Master of Commerce - Banking And Finance
Panjab University
India06-2017
Bachelor of Commerce - Accounting And Finance
Panjab University
India05-2015
Skills
- Financial services
- Cash management
- Cash handling
- Attention to detail
- Service Orientation
- Problem solving ability
- Situational Adaptability
- Punctual and dependable
Languages
English
Full Professional
Hindi
Native or Bilingual
Timeline
Financial Services Representative
Pay2day
02.2024 - Current
Assistant Manager, Customer Service
RBL Bank
01.2021 - 11.2023
Customer Service Associate
Axis Bank
03.2019 - 01.2021
Master of Commerce - Banking And Finance
Panjab University
Bachelor of Commerce - Accounting And Finance
Panjab University
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