Shirley Diana Paul
Burnaby,BC
Summary
A highly motivated MBA graduate with a strong foundation in finance, business analysis, and customer service, seeking to leverage my skills as a Financial Services Associate at CIBC. I aim to contribute to CIBC’s client-first philosophy while supporting Financial Advisors to help clients meet their financial goals.
Friendly and empathetic with excellent communication skills, dedicated to providing outstanding service and support. Possesses solid understanding of customer needs and conflict resolution, coupled with strong problem-solving abilities. Aiming to build positive customer relationships and contribute to customer satisfaction and loyalty.
Overview
3
3
years of professional experience
Work History
Customer Service Representative
Infinix
01.2022 - 03.2023
- Managed customer inquiries and provided assistance on billing and financial inquiries
- Developed strong client relationships by offering proactive customer support and problem resolution
Project Analyst (Intern)
Canara Bank
01.2020 - 04.2020
- Conducted financial analysis for micro and small-scale industries, providing actionable insights to improve the portfolio
- Worked closely with financial advisors to assist clients with their business financing needs
Education
MBA - Finance
University Canada West
Vancouver, BC04.2024
BBA -
David Memorial College
10.2020
Skills
- Client Engagement: Passionate about building strong client relationships and delivering exceptional customer service
- Problem Solving: Strong ability to identify client needs, offer solutions, and work collaboratively with teams to resolve issues
- Communication: Fluent in English, Hindi, Telugu, and Tamil
- Financial Knowledge: Proficient in cash management, investment, credit, and wealth protection strategies
- Teamwork & Collaboration: A dedicated team player, contributing to collective success through respect and mutual support
- Organizational Skills: Skilled in scheduling, preparing client files, managing appointments, and improving team productivity
- Technology Proficiency: Experienced with MS Office (Excel, Word, Outlook), banking software, and mobile banking applications
Continuous Learning: Strong sense of curiosity and passion for growing knowledge in the financial sector
Languages
English
Hindi
Telugu
Tamil
Timeline
Customer Service Representative
Infinix
01.2022 - 03.2023
Project Analyst (Intern)
Canara Bank
01.2020 - 04.2020
MBA - Finance
University Canada West
BBA -
David Memorial College
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