Suhani Patel
Scarborough
Summary
Results-oriented financial professional with Investment Funds In Canada (IFIC) certification and advanced education in Financial Planning and Professional Accounting. Skilled in advice-based solutions, client discovery, and leveraging technology to enhance client experiences. Proven ability to meet and exceed sales targets in dynamic banking environments, with a passion for putting clients first and fostering long-term relationships. Adept at resolving client issues, uncovering opportunities for financial growth, and collaborating with cross-functional teams to deliver tailored financial solutions.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Customer Experience Associate
Bank of Nova Scotia
01.2022 - Current
- Efficiently manage daily operational tasks in a dynamic, client-focused environment, including processing cash payments, business and personal deposits, issuing bank drafts, facilitating foreign exchange remittances, final mortgage payouts, cheque clearing, loan closures, and account openings and closures
- Proactively identified client opportunities, referring to over 50 clients for comprehensive financial reviews, including investments in GICs, TFSAs, RRSPs and mutual funds
- Streamlined end-of-day cash reconciliation as balancing teller, ensuring zero discrepancies
- Champion digital banking by educating clients on various channels, including in-branch services, telephone banking, and mobile and online platforms, ensuring seamless integration into their financial routines
Customer Service Representative
IO Solutions Contact Centre Inc.
05.2020 - Current
- Delivering a positive customer experience, as well as handling client concerns and resolving them as quickly as possible, in order to achieve maximum customer satisfaction
- Proactively Promote new items and provide product marketing training to company employees
- Customers should be listened to, their needs analysed, and tailored solutions offered, as well as appropriate action taken and ownership demonstrated
Lab Technician Assis. cum Sales Executive
Sooraj Steel Re-Rolling Mill
08.2017 - 10.2018
- Pre-analytical procedures are carried out
- Sorting, allocating, and delivering specimens to work stations, as needed, as well as putting specimens onto laboratory instruments
- Incoming specimens or solutions are received, unpacked, and sorted
- Adherence to quality and safety initiatives while maintaining appropriate record-keeping methods
Front Cashier
Axis bank
06.2016 - 04.2017
- Completes account transactions for customers
- Receiving deposits and loan payments, cashing checks, issuing savings withdrawals, and documenting night and postal deposits are all part of the account services provided to consumers
Education
Business Administrative - Sales and Marketing
Herzing College
Montreal, Quebec01.2021
Bachelor of Science - Chemistry
Shree Maneklal M Patel College
Gandhinagar, Gujarat01.2017
Skills
- Open account
- Apply new creditcard
- Investment
- Customer Experience (CX)
- IFIC
- LLQP
- Goal Planning
- Outbound Calls
- Results-Oriented
Certification
- Investment Funds In Canada (IFIC), 01/01/25
- Harmonized Life License Qualification Program (HLLQP), 02/01/25
Awards
- Received award 'Award of Best Performance' from Management for receiving maximum customer satisfaction reviews from clients.
- Over achieved Team Sales Target of the month by 47% on launch of new product with successful team leading and promotional skills.
Education And Professional Development
- Business Administrative (Sales and Marketing), Herzing College, Montreal, Quebec, Canada, 09/01/19, 06/30/21
- Bachelor of Science in Chemistry, Shree Maneklal M Patel College, Gandhinagar, Gujarat, India, 09/01/14, 06/30/17
Timeline
Customer Experience Associate
Bank of Nova Scotia
01.2022 - Current
Customer Service Representative
IO Solutions Contact Centre Inc.
05.2020 - Current
Lab Technician Assis. cum Sales Executive
Sooraj Steel Re-Rolling Mill
08.2017 - 10.2018
Front Cashier
Axis bank
06.2016 - 04.2017
Bachelor of Science - Chemistry
Shree Maneklal M Patel College
Business Administrative - Sales and Marketing
Herzing College
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