Accounting Assistant Customer Service

Ankita Sharma

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

437-***-**** ****************@*****.***

Career Objective--- Goal-oriented professional with expertise in logistics, accounting, and finance. A quick learner with a knack for problem-solving and adaptability, seeking to leverage my skills in a challenging and dynamic environment. Committed to contributing to organizational success while advancing my career.

Accounting Assistant

Rana CPA, Mississauga Canada (April 2024 --- June 2024 )

Assisted with corporate and personal tax services, utilizing CAN tax software for accurate tax return fillings.

Supported bookkeeping and data entry tasks, ensuring accurate financial records.

Aided in the preparation of financial statements, including balance sheets, income statements, and cash flow statements.

Conducted preliminary financial analysis to assist senior accountants in strategic planning .

Researched tax regulations and updates to ensure compliance and optimize client tax positions.

Professional Experience

Bank Teller, CIBC Mississauga (January 2024—March 2024)

Processed customer transactions including deposits, withdrawals, and loan payments accurately and efficiently.

Provided exceptional customer service by addressing inquiries, resolving issues, and offering banking product information.

Managed cash drawers, balanced daily transactions, and maintained accurate records to ensure operational integrity.

Promoted bank products and services, contributing to branch sales goals and customer satisfaction.

Identified and reported any discrepancies or suspicious activities to ensure compliance with banking regulations.

Previous Experience

Executive Officer

Axis Bank India (January 2020---December 2023 )

Evaluated client financial status, including creditworthiness, risk assessment and financial ratios.

Assisted in fraud detection and prevention by analyzing suspicious account activity.

Set up payment options and facilitated disbursements to customer accounts.

Collaborated with internal teams to ensure smooth operations and client satisfaction . Customer Service Representative

Axis Bank, India (March 2020---August 2020)

Customer Interaction through phone, e—mail and chat providing accurate responses.

Escalate complex issues to appropriate teams for comprehensive solutions.

Offer personalized service to exceed customer expectations and increase satisfaction.

Handle client’s grievances through proper CRM methods of the company.

Comply with company policies and quality standards to deliver high quality services. Junior Processing Officer

HDFC Bank, India (September 2018—January 2020)

Reviewed loan requests and maintained detailed client records for installment loans.

Set up payment options and facilitated disbursements to customer accounts.

Assisted in the preparation of loan documentation and ensured accuracy before final approval .

Conducted follow up calls with clients to ensure timely repayments and address any concerns .

Participated in training sessions to stay updated on banking products, services and regulatory changes .

Education

Bachelor of Commerce, India

Business Management from Canadore College, Mississauga Canada

Pursuing Project Management from Sheridan College, Mississauga Canada

Skills and Competencies

Excellent organizational and time—management skills

Strong attention to detail and accuracy in financial tasks

Proficiency in CAN tax software and other accounting tools.

Experience with RF scanner and warehouse operations.

Knowledge of banking and financial industry practices.

Excellent communication and customer service skills.

Contact this candidate