Summary
Overview
Work History
Education
Skills
Affiliations
Accomplishments
Timeline
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Trunalkumar Pandya

Calgary,AB

Summary

Accomplished banking professional with a proven track record at ATB Financial, adept in credit risk evaluation and fostering strong client relationships. Demonstrated expertise in financial planning and investment strategies, leading to significant customer satisfaction. Skilled in loan processing and business prospecting, consistently driving growth and operational excellence.

Overview

11
11
years of professional experience

Work History

Everyday Banking Advisor

ATB Financial
Chestermere, Alberta
04.2021 - Current
  • Processing personal and business accounts, investment, and registered/unregistered savings product openings through AO and Onboarding Express.
  • Processing personal secured or unsecured loans, and credit card applications.
  • Processing residential mortgages and helping clients achieve their home purchases.
  • Generating leads for other business partners' business credit products.
  • Generating quality connections by using effective listening and communication skills to identify customer needs and opportunities.
  • Responded promptly to customer complaints by resolving issues efficiently and effectively.
  • Managing the lobby and educating clients about alternative channels for their banking.
  • Proactive connections and having experience in handling calls through the Genesys portal.
  • Ensured that all transactions were compliant with relevant laws, regulations and ethical standards.
  • Developed and maintained strong client relationships through exceptional service and communication.
  • Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.

Customer Service desk associate

Deerfoot City Mall & Marlborough Mall
Calgary, Canada
12.2019 - Current
  • Resolve customer issues and inquiries at the customer service desk
  • Process sales transactions in a friendly and polite manner
  • Help clients for purchase returns either in store or online
  • Process Western Union transactions
  • Process Wal-Mart Rewards MasterCard Applications

Sr. Customer Service Representative

ATB Financial
Calgary, Canada
04.2018 - 03.2021
  • Company Overview: Westwinds Branch, Calgary
  • Building great relationships with clients through excellent customer service
  • Generating quality connections by using effective listening and communication skills to identify customer needs and opportunities
  • Implementing a strong knowledge of retail banking products and services to educate clients about alternative channels for their personal and business banking.
  • Processing daily transactions by following current policies and procedures to minimize errors and losses
  • Assisting other team members whenever they needed help, and making sure to follow compliance procedures.
  • Motivate front-end team members to use all tools and do OBC as well.

Customer Service Representative

ATB Financial
Calgary, Canada
06.2016 - 03.2021
  • Processing daily transactions by following current policies and procedures to minimize errors and losses.
  • Assisting other team members whenever they needed help, and making sure to follow compliance procedures.
  • Generating quality connections by using effective listening and communication skills to identify customer needs and opportunities.
  • Contacted customers about potential service upgrades, new services and account changes.

Part time Cashier

The Home Depot
Calgary, Canada
05.2019 - 10.2019
  • Company Overview: Tuscany NW, Calgary
  • Process sales transactions with accuracy and in a friendly manner
  • Process Home Depot Credit card applications
  • Helping clients to solve their product inquiries and connect them with appropriate department members
  • Tuscany NW, Calgary

Part time Cashier/Customer Service desk associate/Self check out associate

Wal-Mart
Calgary, Canada
06.2014 - 11.2018
  • Company Overview: Marlborough Mall, Calgary
  • Resolve customer issues and inquiries at the customer service desk
  • Process sales transactions in a friendly and polite manner
  • Help clients for purchase returns either in store or online
  • Process Western Union transactions
  • Process Wal-Mart Rewards MasterCard Applications
  • Attending self check out by helping clients for scanning difficulties and making sure they are scanning everything, protecting theft and doing price check with department as well if needed to do
  • Marlborough Mall, Calgary

Cashier/Head Cashier

The Home Depot
Calgary, Canada
02.2015 - 09.2015
  • Company Overview: Tuscany NW, Calgary
  • Process sales transactions with accuracy and in a friendly manner
  • Process Home Depot Credit card applications
  • Helping clients to solve their product inquiries and connect them with appropriate department members
  • Manage schedule of cashiers as per their availability
  • Drive the team of 5 cashiers in a professional manner
  • Monthly review of cashiers productivity and provide them feedback
  • Opening and closing tills and customer service desks
  • Make sure tills have enough money and fulfill change requests in a timely manner
  • Tuscany NW, Calgary

Education

Canadian Skill Development Program -

YWCA
Calgary
04.2014

Master of Commerce - Accounting and Auditing

Maharaja Sayajirao University of Baroda
India
12.2000

Skills

  • Credit risk evaluation
  • Financial planning
  • Investment strategies
  • Loan processing
  • Technical aptitude
  • Business prospecting

Affiliations

  • YMCA Volunteer (August - Dec 2023)
  • Volunteer - Chestermere Food Bank (2022)

Accomplishments

  • Quarterly Best Employee for 4 times at ATB Financial
  • Quarterly Best Employee nominations 7 times at ATB Financial
  • Monthly Shining Star nominations 3 times at Wal-Mart
  • Best Customer Service shining star awards at Wal-Mart

Timeline

Everyday Banking Advisor

ATB Financial
04.2021 - Current

Customer Service desk associate

Deerfoot City Mall & Marlborough Mall
12.2019 - Current

Part time Cashier

The Home Depot
05.2019 - 10.2019

Sr. Customer Service Representative

ATB Financial
04.2018 - 03.2021

Customer Service Representative

ATB Financial
06.2016 - 03.2021

Cashier/Head Cashier

The Home Depot
02.2015 - 09.2015

Part time Cashier/Customer Service desk associate/Self check out associate

Wal-Mart
06.2014 - 11.2018

Canadian Skill Development Program -

YWCA

Master of Commerce - Accounting and Auditing

Maharaja Sayajirao University of Baroda

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Trunalkumar Pandya