Vaidehi Travadi
Richmond hill,ON
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
15
15
years of professional experience
Work History
Banking Advisor
National Bank Of Canada
07.2021 - Current
- Increased client satisfaction by providing personalized banking solutions and financial advice.
- Educated customers on digital banking platforms, encouraging adoption of online services for convenience and efficiency benefits.
- Developed strong rapport with clientele through active listening skills and empathetic understanding of their financial concerns.
- Enhanced customer experience by addressing inquiries, resolving issues, and providing prompt assistance.
- Improved branch sales performance by cross-selling various banking products and services.
- Collaborated with team members to achieve branch targets and improve overall performance.
- Managed time effectively to handle multiple tasks concurrently while maintaining attention to detail under pressure situations.
- Assisted in training new employees, sharing best practices in achieving excellent customer service standards.
- Supported branch operations by processing transactions accurately and efficiently.
- Facilitated smooth account opening processes for new clients, ensuring accurate documentation and efficient service delivery.
Sales & Services Administrator
National Bank of Canada
06.2019 - 07.2021
- Providing Exceptional customer service and support to the financial Advisors
- Propose various banking products to client's by understating their financial goals
- Answered client's questions regarding Loan payouts and Mortgage discharges over the phone and through emails on daily basis
- Referring and booking appointments for clients to advisors for investments, credit & business solutions
- Type, format, proofread and edit correspondence and other documents for loan pay-outs and mortgage pay-outs and discharges
- Maintain and update filing, inventory, mailing, and database systems, either manually or using a computer
- Learn and comply with established policies, standards and procedures
- Working extensively in SAP platform for processing client's requests
- Processing transactions for investments on the investment platform
- Assisting Branch Manager in preparing the weekly and monthly banking reports for Debit card and PLC overdrawn accounts
- Processing Estate files on the SAP platform
- Preparing mortgage renewal, renegotiation and AIO conversion documents through SAP
- Assisting Customer Service Manager in Branch opening activities as well as balancing the ABM.
Customer Representative
Scotiabank
09.2018 - 05.2019
- Processed financial transactions like deposits, withdrawals and bill payments as per standardized operating procedures, industry regulations and Scotiabank's Code of Conduct and Ethics
- Offer advice and guidance on the digital and self-serve options available so that customers can have easy, simple and fast way to bank with Scotiabank
- Responded and resolved customers' concerns using standard procedures and escalating non-standard activities, as necessary
- Help build a positive, diverse and equitable work environment by promoting team effectiveness as well as participating in personal performance development
- Delivered quality customer experiences and recommend operational improvements where opportunity exists to improve and achieve operational excellence.
Retail Supervisor
The North West Company
06.2017 - 05.2018
- Meet financial goals by analyzing variances; initiating corrective actions in preparing an annual budget; formulating pricing policies and scheduling expenditures
- Recruit, Coach, counsel, discipline and train employees
- Maintain inventory and ensure items are in stock
- Analyse financial statements in order to enhance profit making opportunities
- Make sure that health and safety measures are met
- Handle customer complaints, issues and questions
- Ensure promotions are accurate and in tune with company's standards
- Responsible for Financial services within the store
- Responsible for cashing customers cheques, checking their credit accounts and depositing customer cheques in the bank.
Executive – HR
Sai Infosystems India LTD.
01.2012 - 12.2015
- Managing complete recruitment life-cycle for sourcing the best talent from diverse sources after identification of manpower requirements i.e., Source, recruit, screen and hire through Job Portals, employee referrals and social media
- Evaluate skill level, perform reference checks, access salary recommendations and handle offer generation, acceptance/declines
- Ensure 100% compliance in processes and policies
- Ensure 100% quality in documentation; background checks, rehire checks, DE-duped cases and salary calculator
- Handling the end-to-end recruitment process across all levels and functions for the corporate office and pan India requirements
- Managing the entire Pre & Post-selection process
- Taking care of Joining Formalities for new joiners.
Sr. Recruiter
Addrec Solutions Pvt. LTD
11.2009 - 12.2011
- Rich Team leading experience, leading a team of 6 members
- Involved in full life cycle IT Requirement activities
- Posting Jobs in various Job Portals
- Sourcing Candidates from Job Portals / networking and matching
- Screening applicants/resumes and forwarding the same to the clients
- Coordinating with the HR team for the interviews and procures the list of selected candidates for further process
- Update the resume database of our company with enriched Information collected from different sources.
Education
Bachelor of Commerce - Accounting And Finance
Gujarat University
Ahmedabad , India06.2008
Skills
- Customer Service
- Administrative Support
- Strong Analytical Skill
- Effective Communication
- Sales expertise
- Relationship building and management
- Cash Handling
- Proactive and Focused
- Sales Support
- Employee Training Oversight
Accomplishments
- Achieved Star Performer of the Year award for the year 2010-11 at Addrec Solutions
- Achieved Fastest Learner of the year award for the year 2009-2010 at Addrec Solutions
Timeline
Banking Advisor
National Bank Of Canada
07.2021 - Current
Sales & Services Administrator
National Bank of Canada
06.2019 - 07.2021
Customer Representative
Scotiabank
09.2018 - 05.2019
Retail Supervisor
The North West Company
06.2017 - 05.2018
Executive – HR
Sai Infosystems India LTD.
01.2012 - 12.2015
Sr. Recruiter
Addrec Solutions Pvt. LTD
11.2009 - 12.2011
Bachelor of Commerce - Accounting And Finance
Gujarat University
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