Shalu Maan
Brampton,ON
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
12
12
years of professional experience
Work History
Customer Experience Associate
TD Bank
08.2023 - Current
- Maintained an up-to-date knowledge of company offerings in order to provide relevant recommendations based on client needs.
- Utilized advanced problem-solving skills in order to troubleshoot and resolve technical-related customer inquiries.
- Addressed customer inquiries, concerns, and complaints by providing solutions and alternatives and followed up to confirm resolution.
- Engaged in cross-selling and up-selling activities to enhance customers' experiences and generate revenue.
- Mastered multiple teller systems, quickly adapting to updates or changes in software platforms as necessary to maintain productivity levels while minimizing errors.
- Provided exceptional customer service, resulting in numerous positive feedback submissions from satisfied clients.
- Increased overall efficiency by expertly identifying fraudulent transactions, mitigating potential losses for the bank.
Branch Relationship Officer
Axis Bank
06.2020 - 05.2022
- Identified customer financial service needs to prepare proposals and sell services.
- Boosted financial service sales by using cross-selling techniques.
- Maintained regular contact with clients to inform about transactions and performance.
- Responded to customer questions and concerns or escalated to supervisor for resolution.
- Met with clients to determine financial objectives and review assets, liabilities, cash flow and other financial information.
Teller Supervisor
HDFC Bank
06.2014 - 03.2020
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Examined tellers' reports of daily transactions for accuracy.
- Maintained strong knowledge of bank products, services, procedures and regulatory requirements to assist staff members with questions and difficult or complex tasks.
- Calculated fees due, interest and change for customer transactions.
- Received loan and utility payments, sending funds to correct destinations.
Bank Officer
ICICI Bank
12.2011 - 05.2014
- Identified customer financial service needs to prepare proposals and sell services.
- Maintained regular contact with clients to inform about transactions and performance.
- Networked to identify potential new clients and expand geographic territories.
- Proved successful working within tight deadlines and fast-paced atmosphere.
- Completed paperwork for account opening , recognizing discrepancies and promptly addressing for resolution.
Education
Bachelor of Commerce - Commerce
CCS University
Meerut 06.2010
Skills
- Regulatory Compliance
- Problem-solving abilities
- Organization Skills
- Strong interpersonal skills
- Collaboration & team skills
- Service Quality Assurance
- Verbal Communication
- Decision-Making
- Dependable and Responsible
Timeline
Customer Experience Associate
TD Bank
08.2023 - Current
Branch Relationship Officer
Axis Bank
06.2020 - 05.2022
Teller Supervisor
HDFC Bank
06.2014 - 03.2020
Bank Officer
ICICI Bank
12.2011 - 05.2014
Bachelor of Commerce - Commerce
CCS University
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