Shivani Margaj
ON
Summary
Dedicated Financial Service Representative with over 1.5 years of hands-on experience in banking operations, customer service, and sales support. Proven ability to manage customer accounts, credit card services, and cash handling with accuracy and integrity. Recognized for strong communication skills that build trust, foster long-term client relationships, and deliver personalized financial solutions. Possesses sharp analytical abilities to assess customer needs, resolve issues efficiently, and support business growth. Highly adaptable, ethical, and results-driven, with a solid foundation in financial analysis, client engagement, and service excellence.
Overview
5
5
years of professional experience
Work History
Financial Services Representative
Gatestone
Toronto, Ontario
06.2024 - Current
- Delivered exceptional client experience by identifying and recommending suitable products and services, providing qualified referrals that aligned with client needs.
- Managed collection activities for all past due accounts, ensuring timely resolution and maintaining client relationships.
- Explained terms and conditions of financial products to clients
- Provided timely and comprehensive responses to customer inquiries, improving engagement.
- Developed strong internal relationships, reinforcing collaboration and team achievement.
- Engaged in branch activities that expanded client relationships and promoted growth through targeted initiatives.
Supervisor
Convenient store
Oshawa, Ontario
01.2023 - 09.2024
- Trained new employees on customer service and store procedures to ensure consistent service quality.
- Managed inventory levels and organized stock to streamline restocking process.
- Resolved customer complaints and provided solutions to improve overall satisfaction.
- Implemented safety protocols to maintain a secure shopping environment.
Store Team Member
Harveys
Oshawa, Ontario
08.2022 - 04.2024
- Maintained store cleanliness and organized merchandise to create a welcoming shopping environment.
- Operated cash register and processed customer transactions efficiently.
- Collaborated with team members to enhance customer service experiences.
- Greeted customers and delivered tailored assistance to enhance their shopping experience.
Call Quality Assistant
FirstSource
Mumbai, India
10.2021 - 06.2022
- Evaluated call recordings to confirm compliance with established quality standards.
- Conducted feedback sessions with agents to improve individual performance and service quality.
- Collaborated with team to maintain consistent adherence to quality standards.
- Participated in hiring activities such as interviewing applicants and providing input into selection decisions.
Customer Service Representative
Sutherland- Amazon
Mumbai , INDIA
01.2021 - 08.2021
- Resolved customer inquiries through multiple channels, ensuring timely and accurate responses.
- Collaborated with team members to enhance service delivery and improve customer satisfaction ratings.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Responded to customer requests for products, services, and company information.
Education
Strategic Management
Centennial College
Scarborough, Ontario01-2023
International Business Management
Durham College
Oshawa01-2022
Skills
- Financial product knowledge
- Client management
- Collections management
- Inquiry response
- Customer service
- Quality evaluation
- Proactive problem solving
- Team collaboration
- Effective communication
Timeline
Financial Services Representative
Gatestone
06.2024 - Current
Supervisor
Convenient store
01.2023 - 09.2024
Store Team Member
Harveys
08.2022 - 04.2024
Call Quality Assistant
FirstSource
10.2021 - 06.2022
Customer Service Representative
Sutherland- Amazon
01.2021 - 08.2021
Strategic Management
Centennial College
International Business Management
Durham College