VINEETA GUPTA
TORONTO,ON
Summary
Dynamic and attentive Personal Banker specializes in retail banking, customer service and account management. Driven to help clients make responsible and financially beneficial decisions. Knowledgeable of branch operations and financial products to best support company and customers.
Overview
2
2
years of professional experience
Work History
Financial Service Representative
Cash Money
06.2023 - Current
- Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process
- Achieved 18% revenue growth ($600,000) and increased active loans by 22% (now 1601 loans) through strategic initiatives
- Collaborated with team members to achieve sales targets and improve overall branch performance
- Maintained strong knowledge of company policies regarding transaction limits, check-cashing guidelines, and other relevant regulations
- Assessed credit applications accurately by analyzing applicants' financial history, income stability, and repayment capability
- Balanced staff and vault at the end of the day and secured monies (approximately $100,000) in accordance with established procedures
- Provided exceptional support to affected customers by guiding them through the recovery process for debt collection and developing customized payment plans by utilizing negotiation skills
Customer Service Representative/ Cashier
Rec Room
07.2022 - 06.2023
- Achieved sales of up to $9,000 in a single day by promoting and selling game tags
- Maintained a perfect record of handling POS transactions with 100% accuracy over 11 months, ensuring seamless and error-free cash and non-cash transactions
- Responsible for maintaining and securing $300 cash float for POS transactions at the beginning of every shift
- Upselling 500+ premium bands to the customers with excellent communication in a single week
- Competitively upsold the $50 tags by making the customers aware about the holiday BOGO promotional offer
- Precise reconciliation of cash, credit/debit card, gift cards, and Scene points transactions
- Documents a quick and fair inventory count of over 100 distinct retail items after every shift
Education
Post-Graduate in AI and Data Science -
Loyalist College
Toronto, ON04.2023
Bachelor’s in Information Technology -
Alliance University
India02.2020
Skills
- Computer Skills
- Organization and Time Management
- Teamwork and Collaboration
- Problem-Solving
- Branch operations
- Relationship Building
- Cross-Selling Products
- Friendly, Positive Attitude
- Calm Under Pressure
- Active Listening
- Decision-Making
- Financial Services
Websites
Accomplishments
- Achieved 31% call conversion rate, being the highest in branch.
- Consistently earned high-quality scores during post interaction customer surveys.
- Used Microsoft Excel to develop cash tracking spreadsheets.
Timeline
Financial Service Representative
Cash Money
06.2023 - Current
Customer Service Representative/ Cashier
Rec Room
07.2022 - 06.2023
Post-Graduate in AI and Data Science -
Loyalist College
Bachelor’s in Information Technology -
Alliance University
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