Shrut Shrutpatel
Winnipeg
Summary
Experienced in guiding clients through various banking products and services, facilitating account openings and closures while conducting thorough financial assessments to meet client needs. Provided comprehensive advice on loans, mortgages, savings accounts, investments, and insurance, ensuring clients received tailored solutions. Served as a primary point of contact for technical issues, reviewing compliance with information security standards and advising on project alignment with business goals. Demonstrated strong client relationship management and communication skills in a fast-paced environment.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Banking Advisor
RBC Bank
Winnipeg
04.2025 - Current
- Guided clients through banking products and services
- Assisted customers with account openings and closures
- Conducted financial assessments for client needs
- Provided comprehensive advice on a range of banking products including loans, mortgages, savings accounts, investments and insurance.
Technical support advisor
IntouchCX
Winnipeg
10.2023 - Current
- Served as primary point of contact for triaging technical issues.
- Reviewed technical guidelines to verify compliance with information security standards and best practices.
- Advised project managers on simultaneous technical workstreams, aiding in alignment of broader business goals.
- Assessed risk for new project proposals, suggesting liability mitigation efforts where necessary.
Cashier Team lead
Investors group field
Winnipeg
06.2023 - Current
- Supervised cashiers to boost customer service levels, check accurate balance for transactions and promote smooth operations.
- Mentored new team members on POS system operation, customer service strategies, and sales goals.
- Trained, mentored, and developed new cashiers with positive and encouraging techniques to maximize performance and team contributions.
Sales associate
Hudson Bay
Winnipeg
06.2022 - 04.2023
- Built customer loyalty and retention by delivering excellent shopping experiences.
- Assessed customer needs and utilized suggestive selling techniques to drive sales.
- Educated clients on current promotional offerings and products using persuasive selling tactics.
Education
Bachelors - computer applications
Ganpat University
mehsana, India03.2023
Skills
- Advanced Computer Programming
- SQL Expertise
- Interface Design and Implementation
- IOS Application Development
- Team Collaboration
- Adaptability
- Quick Learning
- Financial assessment
- Client relationship management
- Communication skills
Certification
- Digital Transformation of Business conducted by Skyline University of UAE
- The Complete Guide of Starting Up
Accomplishments
- Secured second rank in University project development.
- Improved error documentation systems resulting in increased workplace efficiency and reduced yearly labor costs.
Languages
- English
- Hindi
- Gujarati
Timeline
Banking Advisor
RBC Bank
04.2025 - Current
Technical support advisor
IntouchCX
10.2023 - Current
Cashier Team lead
Investors group field
06.2023 - Current
Sales associate
Hudson Bay
06.2022 - 04.2023
Bachelors - computer applications
Ganpat University