Summary
Overview
Work History
Education
Skills
Certification
Awards
Languages
Timeline
Generic

Sourabh Uppal

Hay River,NT

Summary

Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Banking Advisor

Royal Bank of Canada
02.2023 - Current
  • Educated customers on digital banking platforms, encouraging adoption of online services for convenience and efficiency benefits.
  • Extended and sustained relationships with customers to maintain and grow business.
  • Increased client satisfaction by providing personalized banking solutions and financial advice.
  • Assisted in the management of risk by adhering to compliance policies and procedures when interacting with clients.
  • Developed strong rapport with clientele through active listening skills and empathetic understanding of their financial concerns.
  • Improved branch sales performance by cross-selling various banking products and services.
  • Conducted comprehensive financial reviews to identify clients'' needs and recommend appropriate solutions.
  • Streamlined loan application processes for clients, resulting in quicker approvals and increased satisfaction levels.
  • Facilitated smooth account opening processes for new clients, ensuring accurate documentation and efficient service delivery.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
  • Conducted financial due diligence on potential investments and acquisitions.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.

Front Desk Associate

Ptarmigan Inn Hotel
02.2023 - Current
  • Organized front desk area to maintain a professional and welcoming appearance for guests.
  • Greeted guests at front desk and engaged in pleasant conversations while managing check-in process.
  • Greeted visitors and customers upon arrival, offered assistance, and answered questions to build rapport and retention.
  • Handled high-pressure situations calmly, maintaining professionalism at all times.
  • Answered multi-line phone system to respond to inquiries and transfer calls to correct departments and personnel.
  • Used internal software to process reservations, check-ins and check-outs.
  • Assisted in training new hires on front desk operations, contributing to overall team cohesion and productivity.
  • Took reservations over phone, in person, and via computer for guests and provided confirmation information.
  • Entered and updated sensitive customer information during check-ins and room changes.
  • Maintained clean and organized front desk areas to uphold polished company image.
  • Welcomed each new arrival pleasantly and confirmed reservations and identification.
  • Issued room keys to guests upon check-in and answered questions regarding proper use.
  • Answered questions and addressed, resolved, or escalated issues to management personnel to satisfy customers.

Tax Representative

H & R Block Tax Services
02.2023 - 05.2024
  • Improved overall tax compliance by proactively addressing issues and providing solutions to clients'' concerns.
  • Developed strong relationships with clients, resulting in high retention rates and increased referrals.
  • Conducted thorough research on tax codes and regulations to provide clients with the most current information.
  • Continually updated knowledge of federal and state tax laws through professional development courses and seminars.
  • Reduced audit risks by diligently reviewing financial records and identifying potential discrepancies.
  • Contributed to firm growth by actively seeking out new business opportunities through networking events and community involvement.
  • Prevented costly penalties for clients by ensuring full adherence to federal and state regulatory requirements.
  • Simplified communication with clients by translating complex tax terminology into easily understandable explanations.
  • Increased client satisfaction by providing timely and accurate tax advice tailored to individual needs.
  • Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations.
  • Performed tasks under limited supervision related to income tax compliance such as returns, extensions, forecasts and tax provisions for business sectors and corporate heritage business units.
  • Recorded, classified and summarized financial transactions and events in accordance with accounting principles.
  • Collected and reported monthly expense variances and explanations.
  • Conducted technical and analytical reviews of tax returns to check for accuracy and qualified deductions.

Front Desk Associate

Quality Inn & Suites
08.2022 - 02.2023
  • Assisted customers with opening new accounts and completing required paperwork accurately and efficiently.
  • Identified client needs and recommended suitable banking solutions to meet their financial objectives
  • Utilized sales techniques to promote bank products and services to new and existing clients
  • Analyzed customer data using specialized software programs to identify trends in customer behavior
  • Maintained up-to-date knowledge of changing regulations in the banking industry
  • Developed a thorough understanding of banking products and services, including mortgages, investments, and insurance
  • Provided exceptional customer service to banking clients, demonstrating strong interpersonal and communication skills
  • Conducted financial analysis for customers, providing advice on budgeting, debt management, and investment strategies
  • Answered phone professionally and courteously and used proper phone greeting techniques
  • Handled customer feedback positively by addressing concerns in a timely manner
  • Created daily reports of room availability for management review on a regular basis
  • Responded immediately to guest requests, inquiries, and concerns
  • Maintained cleanliness of the front desk area and lobby for a welcoming atmosphere
  • Managed reservations via online booking system or direct phone contact with customers
  • Maintained knowledge of hotel amenities and services to provide accurate information to customers
  • Greeted guests in a professional and friendly manner, ensuring their needs were met
  • Processed payments with accuracy using cash registers, credit card machines, and POS systems.

Customer Service Representative

CIBC
08.2022 - 01.2023
  • Providing an exceptional client experience by meeting client's service needs with the goal of making clients promoters of CIBC
  • Processing client transactions accurately and efficiently within delegated limits
  • Providing information to clients about interest rates and service charges
  • Resolving client issues by being resourceful and showing empathy in a professional and understanding way; collaborate with colleagues and other business partners as appropriate
  • Proactively explaining the benefits and features of our products, while linking your recommendations to our client's identified goals and needs
  • Answering basic questions they may have and providing more information as needed or refer to a colleague when appropriate
  • Completing end-of-day balancing according to CIBC's policies and procedures: reconciling and balancing cash holdings, banking centre clearings and debit/ credit entries, including foreign exchange
  • Within the acceptable time period while not exceeding cash difference benchmarks
  • Maintaining custody of cash holdings within an authorized and delegating limits.

Stock Associate

SAVE ON FOODS
09.2020 - 02.2021
  • Fostered positive relationships with colleagues through teamwork, collaboration, and open communication.
  • Prioritized high-demand items for efficient restocking during peak hours to maximize sales potential.
  • Facilitated smooth shipment processing by efficiently unpacking, organizing, and storing incoming merchandise in designated locations.
  • Participated in ongoing training sessions to stay updated on company policies, procedures, and best practices.
  • Aided visual merchandising team in creating eye-catching displays that attracted customers'' attention.
  • Provided exceptional customer service, assisting in product location and resolving any issues or concerns.
  • Proactively identified opportunities for process improvements within the stocking department, enhancing overall efficiency.
  • Balanced multiple priorities effectively while working under tight deadlines in a fast-paced retail setting.
  • Supported loss prevention efforts by adhering to company policies and reporting suspicious activities when necessary.
  • Assisted in conducting regular cycle counts to maintain accurate inventory records and monitor shrinkage levels.
  • Enhanced customer satisfaction with timely and efficient inventory replenishment tasks.
  • Maintained tidy and clean work areas to promote optimal productivity and safety standards.
  • Kept aisles clear and clean while restocking to prevent accidents and enable others to easily pass by.
  • Moved merchandise using forklifts, pallet jacks and hand trucks.
  • Stocked shelves to match planogram images and instructions.

Customer Service Representative

SAFEWAY
05.2018 - 07.2019
  • Interacted kindly with guests, offering assistance and support
  • Evaluated negative situations and took alternate courses of action to avoid conflict
  • Resolved guest issues with creative solutions, escalating major concerns to management
  • Collected and received correspondence for supervisors and other employees
  • Obtained reservation information and followed rate ratios to accurately charge customers
  • Used computer and database systems to verify information, process purchases, and make notes
  • Greeted, registered, and assigned rooms to guests of hotels or motels
  • Recorded guest comments and complaints, referred customers to managers as necessary
  • Kept records of room availability and guests' accounts, manually and using computers
  • Issued room keys and delivered instructions to bellhops.

Accountant

Raman Industries
03.2017 - 03.2018
  • Monitored status of accounts receivable and payable to facilitate prompt processing.
  • Answered phone calls regarding financial matters such as payments due.
  • Communicated with suppliers to reconcile invoice payments.
  • Reconciled bank statements monthly, identifying discrepancies for prompt resolution.
  • Collaborated with accounting team members to complete projects efficiently and meet deadlines consistently.
  • Enhanced financial accuracy by assisting with the preparation of monthly financial statements and reports.
  • Used spreadsheets to track data and produce charts.
  • Streamlined accounts payable processes for timely vendor payments and reduced errors.
  • Provided exceptional customer service when addressing both internal and external inquiries related to invoicing or payment status.
  • Reduced outstanding accounts receivable balances by diligently following up on overdue invoices.
  • Participated in ongoing professional development activities to stay current with industry trends and changes in regulations affecting accountants'' responsibilities.
  • Supported tax preparation efforts, gathering necessary documents and information for accurate filing.
  • Composed business correspondence and official documents to assist accounting staff.

Education

Accounting Technician Diploma In Accounting -

Thompson Rivers University
Kamloops, BC
05.2020

Bachelor of Commerce In Accounting -

Guru Nanak Dev University
Jalandhar, Punjab
07.2016

Skills

  • Customer service
  • Relationship development
  • Administrative support
  • MS OFFICE
  • MS EXCEL
  • Portfolio Management
  • Business Prospecting
  • Financial Planning
  • Investment strategies
  • Loan exemption clearing
  • Credit risk evaluation
  • Tax law expertise
  • Mutual funds
  • Retirement planning
  • Customer Relationship Management
  • Financial Transactions
  • Issue and Complaint Resolution
  • Financial Advising
  • Asset Allocation
  • Investment planning
  • Investment Consulting and Planning
  • Estate Planning

Certification

  • Investment Funds In Canada (CSI)
  • Serving It Right Certificate

Awards

Dean's List

Languages

English
Full Professional
Hindi
Native or Bilingual

Timeline

Tax Representative

H & R Block Tax Services
02.2023 - 05.2024

Banking Advisor

Royal Bank of Canada
02.2023 - Current

Front Desk Associate

Ptarmigan Inn Hotel
02.2023 - Current

Front Desk Associate

Quality Inn & Suites
08.2022 - 02.2023

Customer Service Representative

CIBC
08.2022 - 01.2023

Stock Associate

SAVE ON FOODS
09.2020 - 02.2021

Customer Service Representative

SAFEWAY
05.2018 - 07.2019

Accountant

Raman Industries
03.2017 - 03.2018

Accounting Technician Diploma In Accounting -

Thompson Rivers University

Bachelor of Commerce In Accounting -

Guru Nanak Dev University

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Sourabh Uppal