Summary
Overview
Work History
Education
Skills
Timeline
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Yashkumar Patel

Niagara Falls

Summary

Motivated and customer-focused professional with 2+ years of experience in sales and customer service. Skilled in cash handling, resolving customer inquiries, and offering tailored financial solutions. Passionate about helping clients meet their financial goals with professionalism and care. Seeking to contribute to Money Mart’s success as a Financial Service Representative.

Overview

3
3
years of professional experience

Work History

Customer Service Representative

Western Union
01.2025 - 04.2025
  • Delivered high-quality service to over 50 customers daily, addressing inquiries and promoting products.
  • Accurately processed cash, debit, and credit transactions, ensuring register balances at day-end.
  • Upsold service plans and accessories, increasing average sale value by 15%.
  • Managed phone inquiries and follow-ups, including reminders for payment schedules.

Sales Associate /Customer Service Cashier

Ria Financial Services
01.2022 - 11.2024
  • Identified customer needs and recommended appropriate products, leading to a 25% sales boost in Q4.
  • Maintained accurate inventory logs and performed opening/closing cash drawer procedures.
  • Worked collaboratively with the team to meet storewide monthly targets.

Education

Ontario Graduate Certificate - Business Innovation And Entrepreneurship

Conestoga College Institute of Technology And Advanced Learning
Kitchener, ON
12-2024

Bachelor of Engineering Technology - Mechanical Engineering

Govt. Engineering College, Valsad.
Gujarat,India.
07-2019

Skills

  • Customer Service Excellence
  • Sales and Upselling Techniques
  • Cash Handling & POS Transactions
  • Communication & Interpersonal Skills
  • Loan Processing Support
  • Time Management & Multi-tasking

Timeline

Customer Service Representative

Western Union
01.2025 - 04.2025

Sales Associate /Customer Service Cashier

Ria Financial Services
01.2022 - 11.2024

Ontario Graduate Certificate - Business Innovation And Entrepreneurship

Conestoga College Institute of Technology And Advanced Learning

Bachelor of Engineering Technology - Mechanical Engineering

Govt. Engineering College, Valsad.
Yashkumar Patel