SHALLY SHARMA
Edmonton,Canada
Summary
Customer-focused individual with a passion for delivering exceptional service. Strong interpersonal skills with a talent for effectively addressing concerns. Committed to improving customer satisfaction and driving positive outcomes.
Overview
8
8
years of professional experience
Work History
Office Admin/Bookkeeping
New Millenium Tire and Lube
Edmonton, Canada
04.2023 - Current
- Coordinated office activities and operations to secure efficiency and compliance with company policies
- Managed all front desk operations, providing excellent customer service and scheduling appointments
- Supervised administrative staff and divide responsibilities to ensure performance
- Manage agendas/travel arrangements/appointments etc
- For the upper management
- Managed high volume of phone calls and correspondence (e-mail, letters, packages etc.)
- Supported budgeting and bookkeeping procedures
- Created and updated records and databases with personnel, finance and other data
- Track stocks of office supplies and place orders when necessary
- Submit timely reports and prepare presentations/proposals as assigned
- Proficient in CaseWare, Basic QuickBooks, Sage, MS EXCEL, Office and other Data Entry Programs
Financial Service Representative
Cash Money
Edmonton, Canada
01.2022 - 04.2023
- Continually strived to achieve financial targets through the delivery of exceptional client service as measured by the Employee Progress Report
- Reviewed and understood various reporting statements on the financial board while identifying store trends
- Issued Loans quickly and efficiently ensuring risk assessment strategies are utilized
- Kept management and co-workers informed of all store related incidents
- Responsible for Selling benefits of ancillary services to customers and ensure all sales are correctly recorded
- Adhered to opening and closing procedures as outlined in Cash Money's policies and procedures
- Maintained store debt levels by contributing to cheque cashing and responsible lending practices
- Ensured accurate data entry for all transactions as measured by the Client File Audit (95% or higher)
- Ensured all phone skills are to company standards as measured by Big 5 Standard
Customer Service Representative
Capital local area Bank
Jalandhar, India
04.2017 - 01.2019
- Work with and advise customers in opening accounts and performing transactions
- Collect customer information and input data into the system, ensuring confidentiality at all times
- Assist customers with taking out different types of loans, including personal, auto, home equity, etc
- Answer enquiries and resolve problems or discrepancies concerning customers' accounts
- Adhere to strict safety deposit box operations and guidelines
- Inform customers of available banking products and services to address their needs
- Meet with new bank customers to explain all the services and features the bank has to offer
- Place phone calls to current bank customers regarding account changes or suggested options
Education
Bachelor of Commerce -
Guru Nanak Dev University
PB, India08.2016
Skills
- Report generation
- Transaction processing
- Banking operations
- Workflow coordination
- Service upselling
- Data entry expertise
- Skilled in MS office
- Accounting
References
Available upon Request
Languages
- English
- Hindi
- Punjabi
Timeline
Office Admin/Bookkeeping
New Millenium Tire and Lube
04.2023 - Current
Financial Service Representative
Cash Money
01.2022 - 04.2023
Customer Service Representative
Capital local area Bank
04.2017 - 01.2019
Bachelor of Commerce -
Guru Nanak Dev University
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