Vishwa Patel
Winnipeg,Manitoba
Summary
Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. .High-performing Bank Customer Service Representative with extensive experience providing exceptional service and support in fast-paced banking environment. Skilled in resolving customer issues, providing financial advice and cross-selling bank products. Strong communicator and problem-solver committed to helping customers achieve financial goals.
Overview
6
6
years of professional experience
1
1
Certification
Work History
ICICI Bank
Bank Cashier
06.2021 - 03.2023
- Handled cash with high accuracy, take care to check Statements and verifying amounts.
- Operated cash register to record transactions accurately and efficiently.
- Responded promptly to requests for assistance, spills and customer inquiries.
- Counted money in cash drawers at beginning and end of shifts to maintain accuracy.
- Reconciled cash drawer at start and end of each shift, accounting for errors, and resolving discrepancies.
- Prepared detailed daily reports, processed transactions, and promoted new products .
ICICI Bank
Member Service Representative
01.2019 - 05.2021
- Facilitated customer transactions, including deposits, withdrawals and transfers.
- Processed customer requests for statements, ordering additional checks, loan payments and updating customer personal information in database.
- Engaged departments in customer satisfaction initiatives to uplift service ratings.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Strengthened customer relationships by upholding strict standards and delivering fast, friendly customer service.
HDFC BANK
Client Service Representatives
06.2017 - 12.2018
- Greeted customers entering bank and responded promptly to customer needs.
- Cultivated strong customer relationships by providing top quality services.
- Answered customer questions and explained available services such as deposit accounts, issuing credit and debit card, passbook , open bank locker and opening and closing accounts.
- Analyzed customers' financial information to deliver personalized account guidance.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Updated account information to maintain customer records.
Education
Canadian Security Course - Banking And Finance
Udemy
Virtual Course Academy08.2024
Bachelor of Commerce - Accounting
Gujarat University
Ahmedabad , India04.2017
Skills
- Banking Operations Knowledge
- Customer Service and Assistance
- Collection Calls
- Serve Customer Needs
- Payment Transactions
- Client Inquiry Management
- Cash Handling
- Customer Information Databases
- Good communication skills such as ,Microsoft Office,MS Word, Powerpoint, Outlook, CRM softwear and sending emails with scanning documents
Accomplishments
Throughout my career as an experienced professional, I have had the opportunity to learn Canadian Securities Course which is very important to build up my skills and my career growth.
Certification
- CSC - CANADIAN SECURITY COURSE (PERSUING)
Canadian Securities Course
This course provides in depth knowledge of the Canadian securities marketplace. I will learn about the types, features, pricing and trading of fixed income securities while using relevant software and I also learn about the Canadian securities industry and the regulatory environment, market and economic events impacting investment performance, and to analyze corporate financial statements. I will undertake an investigation of financial instruments such as fixed income, equities, managed products and structured products.
Timeline
ICICI Bank
Bank Cashier
06.2021 - 03.2023
ICICI Bank
Member Service Representative
01.2019 - 05.2021
HDFC BANK
Client Service Representatives
06.2017 - 12.2018
Canadian Security Course - Banking And Finance
Udemy
Bachelor of Commerce - Accounting
Gujarat University
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