Disha Patel 647-***-****

** ********** **, ***********, ** adx5z1@r.postjobfree.com

PROFESSIONAL PROFILE:

Graduate with master’s degree and experience with Customer Service, Productive in both team-based and self-managed work environment; looking to obtain a position that will enable me to use my strong organizational and customer service skills, and ability to work well with people. Strength includes:

• Office Tools Proficiency: Word, PowerPoint, and Excel

• Computer and Administrative Basics: Printing, Scanning and Documentation work

• Cash counter, Sales and customer support including cash handling and daily and monthly statement preparation

• Dedicated to work ethics

• Potential to work for a long time continuously

• “Customer first” attitude

Skills:

• Willing to try new things and am interested in improving efficiency on assigned tasks.

• High level attention to detail and time management

• Produce work that is orderly and attractive

• Ensure tasks are completed correctly and on time.

• Possessing ability to tackle difficult situation and solution to problems. Experience:

Service Officer Dec 2022 – Present

TD Investments

• Processed transfers of registered accounts, including RRSP and TFSA, to different financial institutions, following thorough verification.

• Completed transfer requests by issuing certified cheques with adherence to internal guidelines.

• Self-managed additional duties related to transfer requests, including post-dated transactions, within the designated SLA deadline.

• Maintained strict adherence to banking regulations, rules, and industry standards.

• Demonstrated proficiency in utilizing Excel macros and internal banking systems like S3 and Admin apps to streamline processing operations

• Prioritized and promptly addressed escalation requests, ensuring timely resolution and maintaining high service standards.

• Ensured the accurate and timely completion of transfer requests within designated time frames.

• Facilitated delivery of certified cheques through UPS or regular mail, ensuring timely and secure transportation.

• Initiated fax communication with outside financial institutions to resolve transfer issues promptly and ensure seamless transaction processing. Customer Service Representative Nov 2021 – Jan 2022 Nordia

• Provide Customer service in knowledgeable and friendly manner

• Provide telephone support to customer for solving their inquiries

• Process the client’s request efficiently and accurately

• Act upon the client’s complaint and help them to resolve it in timely manner Customer Service Representative August 2018 – July 2019 ICICI Bank Canada

• Provide Customer service in knowledgeable and friendly manner

• Provide telephone support to customer for solving their inquiries

• Understand the company’s products and services and deliver information to the clients

• Achieve the sales target assigned by the manager

• Process the client’s request efficiently and accurately

• Act upon the client’s complaint and help them to resolve it in timely manner Cashier/ Personal Shopper January 2018 - Sep 2018

Loblaw’s

• Provide Exceptional customer service & Ensure accurate product scanning

• Ensure customer orders and ready for pick up & Answering any customer inquires

• Process POS transactions

Customer Service Representative August 2017 - Dec 2017 National Money Mart

• Provide the best client service by solving their problems

• Understanding the company’s policies and procedures

• Answering the inbound and outbound calls of the customers

• Prepare and maintain daily and monthly reports of the transactions

• Register the new client’s request quickly and efficiently

• Promote company’s products and services using cross selling strategies

• Prioritize customer requests for processing and handle them accurately and efficiently

Education:

Master of Commerce Gujarat University, Gujarat, IN May 2017 Bachelor of Commerce Gujarat University, Gujarat, IN May 2015 Professional Designations:

• Investment Funds in Canada (IFC)

• Personal Financial Service Advice (PFA)

Language Known:

English, Gujarati, Hindi

Work Authorization

Canadian Citizen

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