SHIVANI SHAH
Toronto,ON
Summary
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals. Willingness to take on added responsibilities to meet team goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
6
6
years of professional experience
Work History
Operations Officer II
TD Bank Financial Group
01.2022 - Current
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Carried out day-day-day duties accurately and efficiently.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
- Maintained energy and enthusiasm in fast-paced environment.
- Maintained excellent attendance record, consistently arriving to work on time.
- Resolved problems, improved operations and provided exceptional service.
- Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork.
Maintenance and Control Officer
CIBC
09.2021 - 01.2022
- Reviewed reports from internal system (e.g
- Class Master Diary, EDiary, ICAP) on a daily and monthly basis. Actioned items as required or according to instructions as indicated on reports including but not limited to loan renewal, discharges, re-register security, rebates, etc
- To ensure efficient maintenance and mitigate risk to CIBC.Reviewed mail boxes as instructed (e.g
- PLC instructions) to classify, change indicator status for life and disability insurance, cancel or refund premiums. Received requests from Branches to discharge security, validate information and process in accordance with outlined procedures to ensure customer satisfaction and to comply with rules and regulations. Discharged collateral mortgages in a timely manner according to instructions provided by branch and established policies and procedures to mitigate risk to CIBC.Advised branches of any discrepancies with registration or re-registration of security; acted upon response from branch to mitigate risk to CIBC.Updated diary with new and renewal follow up dates for processing to ensure ongoing maintenance of security. Processed negotiable diary items received from branches as instructed. Processed insurance cheque by applying it to the loan or client account as required to ensure latest current status.
Supervisor
Tim Hortons
08.2018 - 09.2021
- Answered customer telephone calls promptly to avoid on-hold wait times. Mentored junior team members on protocols and procedures of each station to maximize contributions. Contributed to team success by completing jobs quickly and accurately. Successfully communicated with all team members to navigate job duties and complete daily tasks. Developed strong relationships with coworkers and managers. Resolved issues quickly to maintain productivity goals. Prepared, calibrated and monitored production machinery to maintain optimal production levels and consistently achieve daily targets. Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows to meet any daily demand. Drove team revenue totals by bringing in over $2500 in sales. Developed budgets and strategic plans for day-to-day operations.
Assistant Manager
Vrunda Charitable Trust
06.2017 - 11.2017
- Monitored employee performance and developed improvement plans.Kept work areas clean, organized and safe to promote efficiency and team safety.Helped with planning schedules and delegating assignments to meet coverage and service demands.Handled customer service by dealing with complaints, organizing stock and answering customer questions.Monitored cash intake and deposit records, increasing accuracy and reducing discrepancies.
Education
Post Graduate-Diploma - Financial Planning
Centennial College
08.2019
Post Graduate-Diploma - Marketing-Corporate Account Management
Centennial College
08.2018
Bachelor of Commerce - Accounting and Finance
The Maharaja Sayaji Rao University
04.2016
Skills
- Employee relations and conflict resolution
- IPO understanding
- Ability to type 55-60 words per minute
- Committed to concept of ‘Putting Client First' by giving attention to detail and relationship-building
- Conducting in-depth view of client's financial circumstances and future aims
- Ability to adapt diversified business environment with firm communication
- Strong communication skills to interact efficiently and able to work in fast pace environment
- Exceptional problem-solving skills and experienced meeting deadlines or targets
- Up-to-Date Market Knowledge
- Economic Assessments
- Increasing Savings
- Critical Thinking
Timeline
Operations Officer II
TD Bank Financial Group
01.2022 - Current
Maintenance and Control Officer
CIBC
09.2021 - 01.2022
Supervisor
Tim Hortons
08.2018 - 09.2021
Assistant Manager
Vrunda Charitable Trust
06.2017 - 11.2017
Post Graduate-Diploma - Financial Planning
Centennial College
Post Graduate-Diploma - Marketing-Corporate Account Management
Centennial College
Bachelor of Commerce - Accounting and Finance
The Maharaja Sayaji Rao University
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