Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

SNEHA KULKARNI

Lakehead

Summary

Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Faculty

  • Of Business Students Administration (FOBSA

Customer Service Representative

BMO Financial Group
04.2023 - Current
  • Identifies customer needs and initiates referrals to BMO colleagues
  • Supports customer requests for banking services, including handling transactions and supporting customers who walk into the branch
  • Welcomes customers warmly and meets their banking service and transactional needs with seamless execution
  • Offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO
  • Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs
  • Contributes to meeting branch business results and the customer experience
  • Supports operational activities (e.g., inventory management, escalated service requests, following up on customer applications, filing, opening, and closing activities)
  • Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g., CRU)
  • Executes routine tasks (e.g., service requests, transactions, queries, etc.) within relevant service level agreements
  • Acts as a key member of a collaborative and versatile branch and market team.

Sales Consultant

Bell Canada
09.2022 - 03.2023
  • Assembling product displays
  • Answering questions from employees and making suggestions to improve productivity
  • Create sales strategies to increase sales and promote upselling
  • Using software to record sales, customer contact and shipping information, and other data
  • Calculating bill amounts and creating bills or invoices
  • Informing customers about how they should maintain products, financing options, and other details
  • Preparing products for purchase, lease, or rental
  • Focused and adequate knowledge about telecommunication industry in Canada.

Student Representative and Member

09.2021 - 03.2023
  • Acted as a liaison between the FOBSA executive team and business students
  • Helped students and members to seek out opportunities and to connect with students, faculty, and alumni
  • Developing passion and maintaining harmony among the lakehead university committee.

Sales Associate

08.2021 - 09.2022
  • Notes
  • Greeting and interacting with customers at the door and throughout the sales floor
  • Listening to a customer’s needs and suggesting appropriate products
  • Upselling or encouraging customers to buy other products that may complement their needs
  • Checking and maintaining inventory of products
  • Learn as much as you can about a product so you can answer customer questions
  • Helping with marketing campaigns, loyalty programs, and store promotions
  • Creating displays and hanging signs
  • Processing customer payments at a cash register
  • Wrapping, packaging, or bagging purchased products
  • Promoting sales and new products
  • Stocking shelves with new inventory
  • Processing returns and exchanges.

Communications and Reception Assistant

The Haven Hostel
05.2022 - 08.2022
  • Skills learned: Canvas, Adobe InDesign, Adobe Photoshop, MS office.

Global Ambassador

Lakehead University International
09.2021 - 03.2022
  • I worked with people from diverse cultures and backgrounds
  • Main responsibilities included - organizing events, assisting students, reception duties, facilitating student engagement, creative designing, hosting, and leading events.

Guest Experience Leader

McDonalds Canada
09.2020 - 07.2021
  • Manage crew by utilizing professional leadership skills
  • Train all new hires on proper phone handling, POS program, guest interactions, and hospitality
  • Apply knowledge of various food items and popular drinks to guide customers to selections, upselling where possible
  • Encourage customers to try new products providing upselling opportunities.

Cashier

Real Canadian Superstore
05.2020 - 08.2020
  • Scan items, ensure that prices of quantities are correct, and collect payments
  • Assist customers by explaining or recommending items, answering questions, and processing exchanges or refunds.

Education

BACHELOR OF COMMERCE - MARKETING and STRATEGY MANAGEMENT

LAKEHEAD UNIVERSITY

Skills

  • Proficient in
  • MS Office (Word, Excel, PowerPoint, outlook) and office 365
  • Intermediate knowledge of SQL, Tableau, Python
  • Knowledge about Nielson, SAP
  • Ability to communicate at multiple levels of organization
  • Ability to work in fast paced dynamic and matrix environment
  • Willingness to learn
  • Understanding about email marketing, use of google and Facebook ads, Instagram ads
  • Promote a business, product, or service
  • Familiarity with latest trends, technologies and methodologies in graphic design, web design, production etc
  • Strategic and innovative thinker
  • Public outreach
  • Self-starter
  • Problem solver
  • Strong interpersonal skills
  • Strong relationship building skills
  • Conflict resolution and negotiation skills
  • Digital literacy
  • Ability to work under pressure
  • Emotional Intelligence
  • Multi-tasking
  • Retail banking
  • Mobile banking

Certification

Canadian Securities Institute – Investment Funds in Canada ( in progress)

Timeline

Customer Service Representative

BMO Financial Group
04.2023 - Current

Sales Consultant

Bell Canada
09.2022 - 03.2023

Communications and Reception Assistant

The Haven Hostel
05.2022 - 08.2022

Student Representative and Member

09.2021 - 03.2023

Global Ambassador

Lakehead University International
09.2021 - 03.2022

Sales Associate

08.2021 - 09.2022

Guest Experience Leader

McDonalds Canada
09.2020 - 07.2021

Cashier

Real Canadian Superstore
05.2020 - 08.2020

Faculty

BACHELOR OF COMMERCE - MARKETING and STRATEGY MANAGEMENT

LAKEHEAD UNIVERSITY

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