Halifax

B*l*B*

902-***-****

ad3yoh@r.postjobfree.com

PRERNA GULATI

PROFESSIONAL

SUMMARY

Personable and dedicated Customer Service Representative with extensive experience in the customer service industry. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships.

SKILLS & ABILITIES Leadership skills:

Led the team in the absence of manager

Took charge and held accountable for functioning of the branch Communication Skills:

Actively listened to the clients feedback

Dealt with the clients' objections patiently and empathetically Time management and Interpersonal skills:

Motivated others to prioritize their goals

Ensured tasks are completed in a timely manner

Problem-Solving:

Worked efficiently to resolve any ongoing issues

Tried solving queries/ conflicts effectively

Certifications & Mentions

Mortgage and Lending services, CSI - 2021

Personal Financial Services Advice, CSI -2021

Fluent in a second language

EXPERIENCE FINANCIAL SERVICE REPRESENTATIVE

EASYFINANCIAL

10/2021 - 10/2023

● Helped open new loan accounts and maintained existing loan accounts

● Demonstrated expertise in product knowledge and sales to identify and recommend appropriate products and services to clients

● Booked appointments, responded through calls, texts and emails about any inquiries.

● Established strong and positive working relationships within organization to contribute to team success

● Sold products and services based on customer needs to boost sales.

● Handled all cash and POS transactions and maintained records.

● Processed clients’ requests in a fast-paced environment. FINANCIAL SERVICES REPRESENTATIVE

CIBC

04/2021 - 09/2021

● Resolved customer queries efficiently and timely

● Opened new bank accounts for clients

● Did credit applications for overdraft protection and credit cards

● Helped clients enroll in self-serve options using technology

● Understood clients’ needs and provided needs-based solutions

● Worked in a team with the goal of providing excellent customer service

● Helped troubleshooting with online banking using personal, experience- based solutions

CASHIER

WALMART

10/2019 - 03/2021

● Operated cash register or POS system to receive payment by cash, and credit

● Met the targets for creating credit card applications and promoting offers

● Communicated customers’ requests to management

● Maintained awareness of all promotions, and advertisements EDUCATION BUSINESS ADMINISTRATION DIPLOMA: FINANCIAL SERVICES, 05/2021 Page 2

NOVA SCOTIA COMMUNITY COLLEGE - DARTMOUTH

HIGH SCHOOL DIPLOMA: COMMERCE AND BUSINESS ADMINISTRATION, 01/2018 CENTRAL BOARD OF SECONDARY EDUCATION

References available upon request

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