VISHNU VENU
Summary
Dynamic Finance professional with 4 years of financial reporting, audits, invoice processing, and compliance expertise. Proficient in multitasking, prioritization, and successful project management. Recognized for academic excellence at M G University, India, with an Academic Achievement Award (2014, 2015-2016), and recipient of Academic Scholarships at Cape Breton University (September and January Semesters).
Overview
8
8
years of professional experience
Work History
Operations Officer II- Mutual Funds Investigations
TD
08.2023 - Current
- Accurately processed 10 transactions everyday within established guidelines and Service Level Agreements.
- Resolved customer and partner issues 100%, ensuring high service levels.
- Identified opportunities for process and service improvements.
- Investigating and Correcting trade corrections according to TD banking policy (RESP, RRSP, RRIF).
- Established positive and effective communication among unit staff and organization leadership, reducing miscommunications, and missed deadlines.
- Increased response to unit reports and challenged management to quickly respond to and act on reports.
- Established and maintained productive staff relationships to Improve workplace morale, increase productivity, and enhance personal growth.
Customer Service Manager
Walmart Canada
05.2022 - Current
- Ensured accuracy and compliance in transaction processing
- Self-motivated and adaptable to changing priorities
- Strong reasoning and problem-solving skills
- Proficient in inventory tracking and processing.
- Resolved customer complaints while prioritizing customer satisfaction and loyalty.
- Took ownership of customer issues and followed problems through to resolution.
- Trained and regularly mentored associates on performance-oriented strategies and customer service techniques.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Supervised employees and assessed performances to determine training needs and define accurate plans for decreasing process lags.
- Collaborated with upper management to improve customer service processes and support structures company-wide.
Transaction Processing Officer - Retail Operations
CIBC
12.2022 - 05.2023
- Processed 20+ financial transactions every day accurately and efficiently.
- Monitored transactions and customer behavior to identify signs of fraud.
- Proved successful working within tight deadlines and fast-paced environment. to meet Service Level Agreements.
- Processed entries to make adjustments and post to client accounts.
- Organized and detail-oriented with strong work ethic.
- Settled funds and verified accuracy in internal accounting system.
- Used critical thinking to break down problems, evaluate solutions, and make decisions.
- Created client files in systems to track transactions and create client base
Assistant Branch Supervisor
Al Ghurair Exchange
11.2017 - 11.2019
- Oversaw day-to-day branch operations and provided managerial support.
- Maintained accurate monthly and quarterly reports.
- Performed 30+ banking, business administration, and financial tasks to guarantee five-star service for clients.
- Complied with established internal controls and policies.
- Assisted front-line staff with handling difficulties, resolving problems, and managing large transactions.
- Oversaw opening and closing of branch and monitored overdrafts, wire transfers, collections and stop payment orders.
- Assigned job roles and oversaw performance.
Accountant and Audit Assistant
Finasol Accounting and Tax Matters
07.2016 - 08.2017
- Monitored accounts receivable and payable for efficient financial management.
- Handled day-to-day accounting processes to drive financial accuracy.
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Maintained 100% knowledge of professional accounting standards to manage financial recordkeeping.
- Used advanced software to prepare documents, reports, and presentations.
- Partnered with auditors to track errors and add contributions to maintain accuracy.
Education
Post Baccalaureate Diploma in Business Management - Business Management
Cape Breton University
Nova Scotia, Canada05.2023
Bachelor of Commerce with a Minor in Computer Applications - Commerce
Indira Gandhi College
Kerala, India04.2016
Skills
- Investigation Leadership and Fraud Detection
- Administrative Support
- SLA Compliance Achiever
- Banking Expertise & Compliance
- Customer-Centric Troubleshooter
- Attention to Detail and Complex Problem Solver
- Client Account Management
- Interpersonal Skills, Critical Thinking, and Procedure Optimization
- Organizational Efficiency and Customer Service Excellence
- Team Leadership and Decision Making
- Time Management Systems Proficiency
- Adaptability and Multitasking
- Software Proficiency
- Cash Handling and Management
Websites
Highlights Of Qualifications Skills
- Strong record management skills and proficiency in Computerized Time Management Systems.
- Proficient in efficiently investigating complex situations to identify root causes and provide effective solutions.
- Skilled in problem-solving and troubleshooting, with a focus on customer satisfaction.
- Collaborative team player, translating business needs into innovative solutions.
- Exceptional time management, punctuality, and quick learning abilities.
- Strong leadership and relationship-building skills.
- Consistently meeting and exceeding SLA requirements for service and productivity.
- Proficient in software tools such as ECIF, COINS, Post Edge, and Microsoft Office 360, SMS, TD-PROB, Fund360.
- Demonstrated understanding of intricate banking and financial processes, regulations, and industry-specific best practices.
- Skilled in handling various banking-related tasks with precision, efficiency, and a strong adherence to banking standards and protocols.
Extracurricular Activities
Multicultural Society Volunteer- CBU Campus, Reading original documentaries, Listening to Music, Travelling.
Languages
English
Full Professional
Hindi
Full Professional
Malayalam
Native or Bilingual
References
Will be provided upon request.
Timeline
Operations Officer II- Mutual Funds Investigations
TD
08.2023 - Current
Transaction Processing Officer - Retail Operations
CIBC
12.2022 - 05.2023
Customer Service Manager
Walmart Canada
05.2022 - Current
Assistant Branch Supervisor
Al Ghurair Exchange
11.2017 - 11.2019
Accountant and Audit Assistant
Finasol Accounting and Tax Matters
07.2016 - 08.2017
Post Baccalaureate Diploma in Business Management - Business Management
Cape Breton University
Bachelor of Commerce with a Minor in Computer Applications - Commerce
Indira Gandhi College
Similar Profiles
Leah MillmanLeah Millman
Integrated Marketing Planner at TDIntegrated Marketing Planner at TD
Linda TraxlerLinda Traxler
Store Manager at TDStore Manager at TD
Naveen ThottathilNaveen Thottathil
Operations Officer at TDOperations Officer at TD