SONALEE SINGH
Calgary,AB
Summary
- Excellent customer service skills.
- Licensed mutual fund holder.
- Good organizational skills and the ability to multi-task and handle many incoming calls.
- Energetic professional with more than 10 years of experience in sales, with a total experience of 2 years in the hospitality industry, 4 Year of experience of Manager in Banking sector.
- Proficient in MS Office (Word, Excel & Power point), Outlook and internet.
- Ability to enter data accurately and efficiently at a rate of 30 - 35 wpm.
- Sound knowledge to manage accurate office filing system including office equipment’s.
Overview
21
21
years of professional experience
Work History
Assistant Branch Manager
TD Canada Trust Bank
03.2023 - Current
- Create an exceptional customer experience with every customer interaction and contribute to the ongoing improvement of the overall branch customer experience
- Act as the premier lobby leadership branch representative, by greeting and engaging customers in a range of advice, service, educational, digital, and informational conversations
- Use ability to discover and advise on meeting/exceeding customer needs by asking curious questions
- Train and educate customers on mobile, ATM, and online banking, as well as building customer-centric confidence with digital and emerging banking trends
- Contribute to the achievement of business objectives by identifying advice opportunities and referrals, enabling business growth
- Promote full suite of products, advice, services and banking capabilities
- Understand and apply operating policies and procedures
- Contribute to business objectives for Operational Excellence Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest
Manager Customer Relation
TD Canada Trust Bank
08.2021 - 03.2023
- Proactively demonstrate lobby leadership skills, help & advice area and self serve area of branch with the goal to deliver exceptional client service
- Licensed mutual fund holder.
- Attend and participate in weekly branch meetings.
- Engage customers in conversation to understand and meet their current and future financial needs by proactively providing them with advice and appropriate products and services.
Financial Service Representative
TD Canada Trust Bank
04.2018 - 08.2021
- Conduct Interviews, Hire and train staff
- Proactively demonstrate lobby leadership skills, help & advice area and self serve area of branch with the goal to deliver exceptional client service
- Licensed mutual fund holder.
- Attend and participate in weekly branch meetings.
- Engage customers in conversation to understand and meet their current and future financial needs by proactively providing them with advice and appropriate products and services
- Contribute to the achievement of branch business objectives by meeting or exceeding individual sales goals
- Identify and refer customers to team members and internal Bank partners as appropriate
Customer Relation Coordinator
TD Canada Trust Bank
02.2014 - 03.2018
- First point of contact for the customer for all their enquiries.
- Handling all telephonic enquiries of the customers.
- Providing advice and making recommendations about TD Canada Trust products & services as per the customer’s needs.
- Responsible for making appointments of FSR for customer’s financial advice.
- Regularly assist in training and guiding new CRC’s.
Customer Service Representative
TD Canada Trust Bank
03.2013 - 02.2014
- Providing legendary customer service.
- Processing customer’s daily transaction in friendly manner to achieve the overall satisfaction of the customer.
- Providing advice and making recommendations about TD Canada Trust products & services as per the customers needs.
- Responsible for performing and balancing cuts, as well as opening and closing on a regular basis.
Executive (Administration & Human Resources)
SM Infra Power Pvt. Ltd.
01.2011 - 02.2012
- Organized payroll for the company.
- Tracked and kept record of staff attendance.
- Maintained and tracked the annual medical insurance and different allowance.
- Handled employee grievances & counseled them.
- Handled end to end process of recruitment from sourcing of candidate to interview assessment on extending offer.
- Provided a detail orientation to the new employees.
Supervisor – Sales
TJS Hughes
03.2009 - 10.2010
- Managed the floor for the operational areas for a very high-quality customer orientated standard.
- Maximized sales opportunities across the organization through upselling techniques.
- Identified innovative ways of training new and existing employees.
Assistant – Sales
TESCO
09.2007 - 01.2009
- Ensured high quality customer service provided to each and every Guest.
- Assisted the manager in managing the floor in the operational areas.
- Maximized sales opportunities across the organization through up selling techniques.
Hostess (Guest Relation and Food & Beverages)
Hotel Grand Hyatt
11.2004 - 12.2006
- Ensured high quality customer service provided to each and every Guest.
- Conducted hotel tour for the new arrival guest.
- Handled reservation and customer relations.
Education
Master in Business Administration - Human Resources
Worchester University
Bachelor of Commerce - undefined
Mumbai University
Diploma - aviation, hospitality management, travel and tourism
Air hostess Academy
Skills
- Banking
- Operations management
- Business development
- Team development
Languages
English
Full Professional
Hindi
Full Professional
Timeline
Assistant Branch Manager
TD Canada Trust Bank
03.2023 - Current
Manager Customer Relation
TD Canada Trust Bank
08.2021 - 03.2023
Financial Service Representative
TD Canada Trust Bank
04.2018 - 08.2021
Customer Relation Coordinator
TD Canada Trust Bank
02.2014 - 03.2018
Customer Service Representative
TD Canada Trust Bank
03.2013 - 02.2014
Executive (Administration & Human Resources)
SM Infra Power Pvt. Ltd.
01.2011 - 02.2012
Supervisor – Sales
TJS Hughes
03.2009 - 10.2010
Assistant – Sales
TESCO
09.2007 - 01.2009
Hostess (Guest Relation and Food & Beverages)
Hotel Grand Hyatt
11.2004 - 12.2006
Bachelor of Commerce - undefined
Mumbai University
Diploma - aviation, hospitality management, travel and tourism
Air hostess Academy
Master in Business Administration - Human Resources
Worchester University
Training
- Successfully completed the IFIC exam
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