Sneha Tariyal
Victoria,BC
Summary
Results-oriented Customer Relationship Manager with a proven track record of driving client satisfaction, retention, and revenue growth. Skilled in developing and implementing client engagement strategies, analyzing data to identify trends, and resolving client issues to improve overall satisfaction scores. Adept at identifying business opportunities, improving operational efficiency, and fostering strong relationships with key stakeholders to achieve exceptional results
Overview
10
10
years of professional experience
Work History
Relationship Manager
Coast Capital Savings
01.2020 - Current
- Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals
- Develop and maintain relationships with customers and assisted in generating sales opportunities.
- Create and maintain large client base by meeting needs and delivering exceptional customer service.
- Investigate financial resources and creditworthiness.
- Submit credit and loan applications to branch or credit manager with recommendations for approval or rejection; or approve or reject applications within authorized limits ensuring that credit standards are respected
- Built positive and productive customer connections to drive consistent sales.
- Discuss client financial options to keep customers informed regarding transactions.
- Apply strict company and regulatory standards when producing contracts and documentation.
- Processes full range of complex member transactions including, but not limited to: personal loans, retail mortgages and RRSP loans;
- Call 20 warm leads each week to expand member base.
- Interview clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
- Engage in ongoing training and education to acquire knowledge of financial products and services in changing economic conditions.
- Analyze client capital structures and plans and recommended products and financial strategies to meet needs.
Member Advice Specialist
Coast Capital Savings
07.2018 - 01.2020
- Work directly with retail customers to ensure comprehensive and professional selling and advisory service is provided
- Delivered informational sales presentations to potential investors to build symbiotic client relationships.
- Expanded customer relationships by maintaining regular follow-up processes and rapport.
- Processed loan applications and financial transactions following company procedures.
- Focus on client education and demonstration, leveraging technology to deliver memorable client experience, drive sales, and retain business
- Provided clients with information on bank accounts, institutional policies, financial products and related services.
- Processed cash, check and credit card payment transactions.
- Developed and maintained relationships with customers and assisted in generating sales opportunities.
- Exercised judgment when dispensing information to maintain confidentiality of sensitive information.
- Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.
- Analyzed customer requirements and recommended efficient investment products.
- Engaged in ongoing training and education to acquire knowledge of financial products and services in changing economic conditions..
Manager
Parkland Fuel
04.2017 - 06.2018
- Exceeded sales goals and improved profitability by aligning sales strategies and business plans with market trends.
- Managed day-to-day operations and communicate with team to ensure customer receives excellent services
- Recruited and trained new employees and conducted performance reviews
- Completed store administration and ensure compliance with policies and procedures
- Developed sales plans, goals, strategies and objectives to achieve team goals and revenue objectives.
- Prospected for new business using databases and other strategies to generate sales.
- Prepared sales production reports for senior management.
- Tracked monthly sales to generate reports for business development planning.
- Reduced process gaps by hiring, supervising and coaching employees on sales strategies and protocols, optimizing performance, growth and profitability.
Assistant Manager
Parkland Fuel
10.2016 - 03.2017
- Mentored junior staff members in their professional development by offering guidance/support in their assigned roles.
- Collaborated with management team to develop strategic plans for business growth and improvement.
- Monitored sales trends to adjust pricing strategies accordingly for optimal profitability.
- Increased sales through effective merchandising strategies and targeted promotions.
- Assisted Store Manager with providing strong leadership presence and control in store, while ensuring that all customers receive good service and quality merchandise
Financial Customer Service Representative
CIBC
09.2013 - 10.2016
- Opened new personal and non-personal accounts for different stakeholders including Royal Roads University students
- Managed and coordinated all aspects of customer's financial relationship
- Provided exceptional customer service to international students using multi-lingual abilities
- Attended Royal Roads International Orientation 2016 with CIBC team and provided exceptional customer service to 100 new international students using multi-lingual abilities
- Assisted clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals
- Researched and evaluated loan applicant's financial status, references, credit and ability to repay loan
- Participate in marketing and business development activities such as client acknowledgement programs and client appreciation activities
Education
Diploma in Business Administration And Management -
Camosun College
Victoria, BC01.2014
BBA -
University of Delhi
Delhi, India06.2011
Skills
- Account management
- Sales technique development
- Financial analysis
- Financial services
- Sales goals
- Cash handling
- Account documentation
- Loan applications
- Customer relationship building
- Account maintenance
- Service delivery
- Credit score expertise
- Upselling and cross-selling techniques
- Ability to work with internal teams effectively
Timeline
Relationship Manager
Coast Capital Savings
01.2020 - Current
Member Advice Specialist
Coast Capital Savings
07.2018 - 01.2020
Manager
Parkland Fuel
04.2017 - 06.2018
Assistant Manager
Parkland Fuel
10.2016 - 03.2017
Financial Customer Service Representative
CIBC
09.2013 - 10.2016
Diploma in Business Administration And Management -
Camosun College
BBA -
University of Delhi
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