Customer Service Data Entry

HETA PATEL

Summary

Florence, AL 256-***-**** ***********@*****.***

http://linkedin.com/in/heta-patel-13aa35287

Experienced Banking Advisor with a strong background in personalized financial advice, client relationship building, and tailored banking solutions. Former Beauty Advisor with expertise in product knowledge and customer engagement. Skilled in resolving inquiries and issues promptly, ensuring high customer satisfaction. Demonstrates strong communication abilities and professionalism in challenging situations. Key Skills

Personal Banking & Account Management

Customer Service & Communication

Inbound & Outbound calling.

Debit & Credit Card Services

Payment & Transfer Assistance

Sales Techniques & Client Engagement

Problem Solving & Complaint Resolution

Product & Process Expertise

Data Entry & Quality Control

Microsoft Office Suite (Excel, Word)

Professional Experience

Customer Service Representative

Royal Bank of Canada (RBC), Mississauga, ON February 2024 – August 2024

Demonstrated empathy and understanding in client interactions, addressing concerns with professionalism, particularly in cases of overdue accounts, payment difficulties, and dispute resolution.

Managed high volumes of inbound and outbound calls, assisting clients with account inquiries, resolving issues efficiently, and providing information on a range of banking products.

Addressed credit and debit card-related inquiries, including card activation, replacement, fraudulent transaction investigations, and account holds, ensuring customer satisfaction and timely resolution.

Assisted clients with billing inquiries, statement clarifications, and setting up automatic payment methods to streamline account management.

Processed payments, billings, and wire transfers, ensuring accuracy and compliance with banking regulations while minimizing delays and errors.

Communicated effectively to uncover client needs and deliver tailored advice and solutions, including strategies for credit recovery and rebuilding credit profiles.

Provided professional advice on credit management, helping clients improve their credit scores, manage debt repayment plans, and navigate credit limits and interest rates.

Assisted clients in structuring payment plans to manage outstanding debts, optimizing the path to credit recovery and reducing delinquency rates.

Utilized technology for seamless client interactions, both virtually and in-person, enhancing the efficiency of the credit recovery process.

Collaborated with financial planning, retirement, mortgage, and business banking experts to offer customized advice, including debt restructuring and credit optimization strategies.

Engaged proactively with clients, identifying needs and uncovering sales opportunities while also identifying at-risk accounts and recommending early interventions to prevent default.

Focused on client education, particularly in understanding credit reports and the impact of timely payments, empowering clients to manage their credit effectively.

Assisted clients with inquiries, transactions, and account management, guiding them through digital banking tools to improve access to payment channels and accelerate the treasury cycle.

Supported treasury cycle optimization by ensuring timely processing of transactions and deposits, contributing to smoother cash flow management.

Monitored and analyzed daily cash inflows and outflows, assisting in reducing payment processing times and minimizing delays in treasury operations.

Stayed informed on market trends, regulatory changes, and new products to offer up-to-date advice that aligned with client needs and treasury management goals.

Enrolled clients in rebate programs to enhance long-term relationships and client satisfaction while simultaneously improving repayment capabilities.

SKILLS: Personal Banking, Account Management, Product Knowledge, Communication, Active Listening, Sales Techniques, Customer Satisfaction, Multitasking, Complaint Resolution, Team Collaboration Beauty Advisor

24-7IntouchCX, Winnipeg, MB June 2023 – December 2023

Provided personalized beauty consultations, recommending skincare and makeup products based on individual needs.

Demonstrated product features and application techniques to enhance customer understanding and satisfaction.

Achieved and exceeded sales targets through effective upselling and cross-selling strategies.

Stayed updated on beauty trends and new product launches.

Handled customer inquiries, ensuring a positive resolution and satisfaction.

Assisted with order placement and issue resolution via phone, email, and live chat.

Maintained accurate and detailed customer records in the company database.

Received commendations for delivering outstanding customer service and achieving high satisfaction scores.

SKILLS: Order Processing, Product Knowledge, Customer Service, Consultation, Product Demonstrations, Brand Knowledge, Problem-Solving, Time Management Customer Service Representative

Airtel Communication Ltd., India June 2020 – May 2023

Managed customer issues related to bill payment and network connections.

Advised customers on special plans and consistently met monthly targets.

Actively listened to customer concerns and provided effective solutions to ensure satisfaction.

Handled a high volume of inbound and outbound calls efficiently.

Resolved customer complaints and drafted status reports on service issues.

SKILLS: Communication, Problem Solving, Conflict Resolution, Active Listening, Customer Satisfaction, Multitasking

Data Entry Specialist

Global Solutions, India February 2018 – June 2020

Accurately entered and managed large volumes of data, ensuring attention to detail.

Conducted thorough reviews of data, identifying and correcting errors to maintain high accuracy.

Structured data for user-friendly access, upholding confidentiality principles.

Utilized Microsoft Office for data organization, analysis, and reporting.

Implemented quality control measures to ensure data integrity.

Managed multiple tasks efficiently, prioritizing workload to meet deadlines consistently.

SKILLS: Data Entry, Accuracy, Attention to Detail, Microsoft Excel, Quality Control, Organizational Skills

Education

Bachelor of Engineering – Computer Engineering Silver Oak University, Ahmedabad, India May 2021 CGPA: 8.06

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