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Financial Services Representative

Location:
Halifax, NS, Canada
Posted:
June 02, 2024

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Resume:

Kirti

** ***** ******

Bridgewater, Nova Scotia

647-***-****

**************@*****.***

PROFILE SUMMARY

Performance-driven, honest, and detailed-oriented individual with almost a 3- year customer services experience, seeking a career in the Financial Services Representative field, so that I may commence a meaningful, rewarding long- term career in client service and contribute to the vitality and betterment of the organization. I will focus on each client's experience and connect on a personal level.

SKILLS

Gained effective interpersonal communication skills, team player attitude, client-focused, strong work ethics, professionalism, better time management, and problem-solving skills.

Performance-oriented and hardworking individual, eager to learn, grow, and improve.

Excellent M.S. Office skills and creative content creation using Adobe Photoshop, and Canva.

EXPERIENCE

Scotiabank- Customer Experience Associate

● Helping clients to open bank accounts as per their needs

● Always doing KYC before withdrawing large amount of money- to keep their money safe

● Protecting clients accounts from suspicious activities

● Assist clients with replacement of cards

● Track cheques, payments, and help them doing the bill payments

● Giving them information about other foreign accounts

● Opening and closing the bank and have the combinations of the vault. Tim Hortons - Supervisor

● Dealing with customers.

● Handling Cash and Safe

● Knowledge of inventory, Counts, new hires.

● Making schedulers

● Managing Resources

● Ensuring Health and Safety Standards.

American Express GBT, Remote— front-line Agent

● Client commitment - To help clients to grasp their own and business needs, prompt them on arrangements, and give forward-looking. monetary arrangements.

● Relationship building - Engage in advertising and exercises to show clients you esteem them and their networks. Develop the organization, extend existing connections and work as one group to guarantee. clients are associated with the ideal individuals and open doors.

● To assist clients with meeting their objectives. Discuss insight by acquainting clients with our versatile financial applications, assisting them with bettering their financial requirements.

● Managed 3 Phone lines and facilitated over 40+Calls in a day with working on cases and making Redemptions.

Uppal Travel- Travel Consultant

● Determining clients' needs and suggesting suitable travel packages.

● Organizing travel from beginning to end, including ticketing.

● Make Travel Arrangements.

● Counsel Clients, Answering 30+Calls in a day.

● Maintain Existing Client Relationships.

Reliance- Retail Salesclerk

● Handles customer complaints and resolves issues with tact to restore and increase satisfaction by 35%.

● Builds personable rapport with customers by answering questions about products and services.

● Processes cash and credit transactions using POS. EDUCATION

CENTENNIAL College, Toronto, Ontario -

Diploma in Financial Services

Swami Sant Dass Public Highschool, Jalandhar

(India) – Business

Course April 2018 - April 2020

LANGUAGES- Knowledge of 3 languages - (English, Hindi, and Punjabi)



Contact this candidate