Sidharth Bhatnagar
CANADA
Summary
Results-driven finance professional with expertise in customer service, sales, and business development. Experienced in client support, financial consulting, AML, collections, sales and strong leadership skills at American Express, CITI Bank, and Lambton College. Skilled in problem-solving, adapting to change, and delivering client-focused solutions. Strong at understanding client needs and ensuring long-term satisfaction. Effective communicator with excellent interpersonal skills. Proficient in financial tools and Microsoft Office (Word, Excel, PowerPoint).
Overview
7
7
years of professional experience
Work History
Camping Scout Volunteer
Camp Attawandran
05.2024 - 04.2024
- Led outdoor activities for an engaging camp experience
- Mentored campers in teamwork and survival skills
- Ensured safety and assisted in camp operations
WIL Project Associate
Lambton College
01.2024 - 04.2024
- Managed Bread Financing operations efficiently
- Provided investment insights and assisted in client acquisition
- Researched cryptocurrency trends and risks
- Developed an automated investment survey
- Collaborated with management on key strategies
- Recognized by the management for leadership and innovation at Bread Financing
Master Credit Specialist
American Express
08.2019 - 07.2022
- Made informed credit decisions to minimize risk and support clients
- Optimized collection strategies through data analysis
- Fostered strong customer relationships
- Ensured data confidentiality
- Awarded 'Best Customer Relations' (Nov 2021)
Sr Client Representative
CITI Bank, CNX
10.2017 - 08.2019
- Resolved client issues while ensuring compliance
- Managed accounts efficiently, boosting productivity
- Adapted to client needs and regulations
- Strengthened trust through account management
- Supported AML compliance efforts
- Handled disputes and rewards management
Education
Post-Graduate Certificate - Financial Planning and Wealth management
Lambton College
04.2024
Investment Funds -
CSC
07.2023
Bachelor of Commerce -
HNBGU
05.2017
Tools And Certifications
- Investment Funds in Canada (CSC)
- McGill Personal Finance Essentials
- Sales Force Essentials
Activities and Honors
- Got 2 lateral promotions in each organization during my work term.
- Led a couple of pilot programs while working with American Express.
- Was awarded for excellent customer service while working with American Express.
- Recognized by the management for leadership and innovation at Bread Financing.
Timeline
Camping Scout Volunteer
Camp Attawandran
05.2024 - 04.2024
WIL Project Associate
Lambton College
01.2024 - 04.2024
Master Credit Specialist
American Express
08.2019 - 07.2022
Sr Client Representative
CITI Bank, CNX
10.2017 - 08.2019
Post-Graduate Certificate - Financial Planning and Wealth management
Lambton College
Investment Funds -
CSC
Bachelor of Commerce -
HNBGU
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