Summary
Overview
Work History
Education
Skills
Languages
Timeline
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SHREYA PATEL

Lethbridge

Summary

Results-driven Customer Experience Associate with experience in digital banking and cash handling. Strong interpersonal skills and commitment to delivering exceptional service, consistently resolving customer concerns to promote loyalty and retention.

Overview

4
4
years of professional experience

Work History

Customer Experience Associate

TD Bank
Lethbridge
01.2024 - 10.2025
  • Provided courteous, efficient service by assisting customers with everyday banking transactions.
  • Educated clients on digital banking tools, promoting self-service options for convenience and ease.
  • Handled cash, deposits, and withdrawals accurately while ensuring compliance with TD policies.
  • Resolved customer concerns promptly while maintaining a positive, solution-focused attitude.
  • Collaborated with team members to achieve branch goals and deliver an exceptional client experience.
  • Assisted customers with account inquiries and transactions.

Front Desk Administrator

Waxon Laser+ Waxbar
Toronto
01.2023 - 01.2024
  • Greeted customers and visitors warmly, provided assistance, and responded to inquiries to enhance satisfaction and retention.
  • Implemented efficient filing and document management systems to improve office organization.
  • Resolved client concerns effectively, contributing to increased customer satisfaction scores.
  • Managed payment collections, accounts payable/receivable, deposits, and accurate recordkeeping.
  • Delivered personalized service by understanding individual needs and offering tailored solutions.

Customer Service Representative

Prayosha
01.2022 - 01.2023
  • Resolved customer complaints with empathy and efficiency, fostering loyalty and repeat business.
  • Handled high-pressure situations calmly and professionally to resolve disputes and maintain service quality.
  • Collaborated with team members to implement consistent service standards and best practices.
  • Introduced a customer feedback system that generated insights for continuous service improvements.

Education

IFC(Investment Funds In Canada) -

Canadian Securities Institute
10.2025 - 10.2025

Postgraduate Diploma - Business Accounting

George Brown College
Toronto, ON

Bachelor of Commerce -

C.U.Shah Commerce College
Ahmedabad, India

Skills

  • Customer Service
  • Relationship Building
  • Cash Handling
  • Transaction Accuracy
  • Conflict Resolution
  • Problem Solving
  • Digital Banking Support
  • Education
  • Sales Referrals
  • Product Knowledge
  • Communication
  • Interpersonal Skills
  • Team Collaboration
  • Fast-Paced Environments
  • Compliance
  • Banking Policies
  • Procedures

Languages

  • English
  • Hindi

Timeline

IFC(Investment Funds In Canada) -

Canadian Securities Institute
10.2025 - 10.2025

Customer Experience Associate

TD Bank
01.2024 - 10.2025

Front Desk Administrator

Waxon Laser+ Waxbar
01.2023 - 01.2024

Customer Service Representative

Prayosha
01.2022 - 01.2023

Postgraduate Diploma - Business Accounting

George Brown College

Bachelor of Commerce -

C.U.Shah Commerce College
SHREYA PATEL