Summary
Overview
Work History
Education
Skills
Timeline
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Shweta Kopardekar

Banking Professional
Etobicoke,ON

Summary

Accomplished Operations Officer with a proven track record at TD Bank, adept in resource management and office administration. Excelled in optimizing business processes and fostering operational efficiency, achieving project completions within budget and timeline constraints. Skilled in cross-functional team leadership and effective communication, ensuring seamless collaboration across departments.

Overview

8
8
years of professional experience
2
2
Languages

Work History

Operations Officer 1

TD Bank
03.2023 - Current
  • Processing Payments for Municipalities in Canada in SLA, taking accountability of timely payments, communicating with Municipalities by timely investigation of Property Tax Payments.
  • Worked On Special Projects like Stop Sell, Stop Sell Project 2.0, Opal 1 and also worked on Quality Check process for the projects.
  • Worked within different Teams for different teams for Bill Retrieval Pertaining to specified customers under Municipalities for Property Tax Payments for Municipalities.
  • Worked on Quality checks for Teams, Rejected Payments, Exceptional Payments which need to be paid to customers to different dates and processed them timely and worked on EFT payments for customers.

Customer Service Manager

Au Small Finance Bank
01.2022 - 11.2022
  • Managed complex customer issues effectively, navigating multiple internal resources to identify and implement the best possible solutions.
  • Resolved customer complaints while prioritizing customer satisfaction and loyalty.
  • Developed strong relationships with key clients, ensuring their needs were met consistently and promptly.
  • Facilitated clear communication between departments, ensuring seamless resolution of customer concerns in a timely manner.
  • Managed as Operations Manager by taking charge of Cash Management Services, Gold Loan, Account Opening Process, Customer request and Vault Management.

Preferred Relationship Manager

HDFC Bank
02.2021 - 10.2021
  • Expanded the Preferred Relationship Manager program, acquiring new clients through targeted marketing efforts and referrals.
  • Coordinated timely execution of transactions on behalf of clients while adhering to compliance protocols and regulations.
  • Provided regular performance updates to clients, ensuring transparency and fostering trust in the relationship.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Achieved Regional and Zonal Level Appreciation for Outstanding Performance in Business and Operational Efficiency.

Service Relationship Manager

Axis Bank
06.2016 - 02.2021
  • Identified opportunities for upselling additional services, contributing to revenue growth within the organization.
  • Coordinated closely with sales representatives to ensure seamless transitions during the onboarding process for new clients.
  • Implemented a new CRM system, resulting in better management of client information and quicker response times.
  • Managed a portfolio of high-value accounts, ensuring timely service delivery and optimal client satisfaction.


Education

MBA - Finance

IMDR
India
05.2001 -

Skills

Resource Allocation

Timeline

Operations Officer 1

TD Bank
03.2023 - Current

Customer Service Manager

Au Small Finance Bank
01.2022 - 11.2022

Preferred Relationship Manager

HDFC Bank
02.2021 - 10.2021

Service Relationship Manager

Axis Bank
06.2016 - 02.2021

MBA - Finance

IMDR
05.2001 -

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Shweta KopardekarBanking Professional