Shaon Barua
Windsor,ON
Summary
Dedicated Portfolio Administrator with 2+ years of experience at RBC, specializing in financial transaction reconciliation, banking operations, financial reporting, and regulatory compliance. Gained valuable experience in customer handling, problem-solving, and relationship building through 4+ years in the telecommunications industry. Committed to ensuring accuracy and efficiency in financial processes while maintaining strong relationships and delivering excellent service.
Overview
9
9
years of professional experience
Work History
Portfolio Administrator
Royal Bank of Canada, RBC
07.2022 - Current
- Regularly communicate with capital market clients to address contracts that are in arrears.
- Reconcile missed payments in contract history and communicate discrepancies with clients. Decreased breaks on contracts from approx.. 3000 monthly to 50 each month.
- Collaborate closely with underwriters, accounting analysts, quality verification officers, and equipment finance associates to manage and maintain leasing contracts.
- Provide customer service, payment processing, and detailed reporting for capital market clients.
- Assist equipment finance associates & specialists from across the nation with contract booking errors and irregularities in contracts.
- Prepare insurance renewal report, update policies, add insurer/broker in system, issue insurance renewal letters to clients. Decreased number of expired insurance policies to 10%.
Customer Service Executive
Hello World Communications Ltd
05.2015 - 07.2019
- Provided exceptional customer service, addressing product inquiries and resolving issues promptly
- Managed inbound and outbound customer calls, ensuring high level of service. Managed over 50 customer calls per day.
- Preformed audits to team members work ensure highest quality
- Managed team performance report by maintaining spreadsheet
- Lead monthly/yearly meetings with team members and clients
- Resolved customer billing errors by researching issues in system, asking open-ended questions, and determining root causes of problems
- Described product and service details to customers to provide information on benefits and advantages
- Provided company information and policies to customers upon inquiry and answered questions via phone, email, or online chat
Customer Experience Associate
Walmart
06.2021 - 04.2023
- Greet and welcome each client in a cheerful and professional manner
- Provide product information to clients
- Scanned goods and collected payments, counted money in cash drawers at the beginning and end of shifts to ensure that amounts were correct and that there was adequate change
- Resolved customer complaints, offering guidance and pertinent information
- Demonstrated a positive attitude, fostering cooperation with associates and management.
Internship
Bank Asia Ltd.
01.2017 - 03.2017
- Provided guidance to customers in opening and closing bank accounts, ensuring personalized financial solutions
- Efficiently assisted customers in issuing new cheque books, enhancing their banking experience
- Meticulously organized day-to-day transactions, sorting vouchers, cheques, and receipts with precision
- Processed standard teller transactions for customers, including accepting loan payments, managing deposit payments, cashing cheques with extreme attention to details.
Education
Master of Management - International Accounting and Finance
University of Windsor
Windsor, ON01.2022
BBA - Finance
BGC Trust University Bangladesh
Chattogram01.2016
Skills
- Problem-Solving: Demonstrates excellent problem-solving abilities, effectively addressing complex financial and operational challenges
- Software Proficiency: Experienced in ASSET V4, RBC Express, EDGE, and MS Office Suite (Word, Excel, PowerPoint, Outlook, SharePoint) Tech-savvy individual
- Industry Expertise: Extensive experience in banking operations, financial reporting, regulatory compliance, and insurance sector
- Recognition & Awards: Received recognition from managers and peers for outstanding support Nominated multiple times for prestigious Royal Performance quarterly award
- Training & Mentorship: Skilled in training team members on ASSET V4 and Excel, fostering knowledge sharing and team development
- Time Management: Strong time management skills, ensuring the timely completion of tasks in a dynamic, fast-paced environment
- Communication: Strong written and verbal communication skills, with ability to convey complex information clearly and effectively
- Hybrid Work Proficiency: Effective and efficient in flexible hybrid office environment, balancing remote and in-office responsibilities
Websites
References
References available upon request.
Languages
English
Full Professional
Bengali
Native or Bilingual
Hindi
Full Professional
Timeline
Portfolio Administrator
Royal Bank of Canada, RBC
07.2022 - Current
Customer Experience Associate
Walmart
06.2021 - 04.2023
Internship
Bank Asia Ltd.
01.2017 - 03.2017
Customer Service Executive
Hello World Communications Ltd
05.2015 - 07.2019
Master of Management - International Accounting and Finance
University of Windsor
BBA - Finance
BGC Trust University Bangladesh
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