Yash Mishra

• Opening new personal accounts for personal clients.
• Responding to personal clients with professional and accurate service for their everyday banking transaction needs.
• Building long-term profitable relationships by being along the client's path for key life moments.
• Ensuring that clients who are going through key life events, such as retirement transition or estate settlement, are referred to an Investment and Retirement Planner or Financial Planner.
• Proactively resolving client concerns and continuously striving to provide sales and digital options as solutions.
• Handles Investments calls – creating investments, inquiries, booking sales appointments to our branches.
• Handles Credit calls – Assist with investigating discrepancies & answering inquiries about their credit products, payments and booking sales appointments to our branches.
• Provides education and advice to members on basic transactional banking and less complex investment and credit situations.
• Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals.
• Open TFSA , RRSP plans along with term deposits.
• Ensure documents are prepared consistent with relevant regulations and in a way properly reflecting business intentions

• Worked on Projects through BCLC's requirement and under supervision of the Project Administrator.

• Executed on-time, under-budget project management based on business requirement for senior leadership.

• Compiled daily field report using Salesforce and Excel, detailing all key activities, and outlining project progress for

stakeholders. Preparing dashboards with Excel and Microsoft Power BI.

• Handled scheduling of subcontractors and staff to complete 90% projects within half timeframe.

• Answer emergency and non-emergency calls and document important information.

• Respond to any issues and follow-up by coordinating with the appropriate departments or field units.

• Operate and manage a multi-line telephone console system.

• Respond to queries related to products and deliveries.

• Maintained records of all calls in Salesforce and Service Max.

• Preparing data for the hypothesis, inputting, and formatting data for analysis, conducting preliminary analyses of the

significance of the results, carrying out a review of pertinent literature and assisting with the preparation of a manuscript.

• Collating and entering pre-existing data for statistical analysis, carrying out preliminary statistical analysis or meta-analyses,

creating and conducting computer simulation models (which could entail some basic programming), monitoring, and

summarizing the results of a computer simulation.

• Searching the published literature on a particular thematic area and determining the relevance of articles for copying and

later inclusion in a summary database, cataloguing and filing precis and keyword summaries for the most important

literature under the theme, discussing recurrent concepts discovered with the grant holder and preparing draft manuscripts.

• Maintaining patient confidentiality and follow all practices consistent with the Privacy Act.

• Assisted customers with the services of Walmart Mastercard.

• Assisted customers with their queries regarding the product and services provided by Walmart Pharmacy.

• Assisted team members with their tasks during high volume hours.

• Maximizing department sales and profit with direction from the Pharmacy Manager

• Followed proper procedures for Ordering, clearance, markups/markdowns, and signing/flagging/pricing/labels.