Customer Service Team Member
Resume:
Puneet Kaur
Contact
Edmonton, AB T6X2E4
******.********@*****.***
Summary
Experienced individual with more than 08 year’s of collective working history in the Retail and Finance industry.
Experienced for contributing towards roles involving:
Experience in handling Cash and customers.
Treasury Operations/ Sanctions/ Payments / Invoicing / Processing/ Reconciliation/ Journal Entries.
AML Investigations/ Monitor Sanctions / Compliance Review.
Banking Operations/GEO, GMP Payments/Cash flows / Cost Analysis.
Education
Sikkim Manipal University
India
BBA in Business Administration
Key Skills
Customer Service
Client Calls
Invoicing/Billing
Mailbox Management
AML Investigations
Payments/Billing
Project Management
Budget Planning
Communication
Problem-Solving
Compliance Review
Cost Analysis
Inventory Control
Global Payments Processing
Banking Operations
Health Benefits Management
Accounts Receivable/Payable
Experience
Nov 2023 – Jan 2024
Seasonal Warehouse Team Member • Amazon
Receive and put away inventory.
Get customer orders ready and pack them up.
Load boxes into trucks for shipment.
Use scanners to read bar codes on products.
View prompts on screens and follow direction for some tasks.
Troubleshoot problems.
Ensure product meets quality requirements.
Operate powered industrial trucks (PIT) such as a forklift or pallet driver, and work at heights up to 35 feet (10m).
Use carts, dollies, hand trucks, and other gear to move items around.
Adhere to strict safety, quality, and fulfillment production standards.
Sept 2023 – Dec 2023
Customer Service Specialist / Cahier • Walmart
Identify customer needs through active listening techniques.
Maintaining positive attitude at all times in fast-paced environment.
Ensure accurate documentation and reconciliation as you manage payments made with cash, credit, and electronic means.
Maintained good team communication to ensure a cohesive and efficient customer service team
Ensured that all customer interactions adhere to corporate rules, practices, and quality standards.
Manage transactions with customers using cash registers. Team Management Scan goods and ensure pricing is accurate.
Collect payments whether in cash or credit.
Issue receipts, refunds, change or tickets.
Feb 2019 – July 2023
Team Developer • Bank of America
Swift monitoring, payment processing, posting journal entries, currency cut-offs, EFT, ACH payments and wire repair.
Payment management, monitor Sanction que’s and work allocation.
Perform AML investigations and compliance as per countries/regions.
Identifying and reviewing suspicious or unusual
transactions, escalating it for further AML
investigations to Global Economic Sanction (GES)
team.
Well versed with applications like cesium, interact etc. Report and escalations immediately and resolution. Oct 2017 – Feb 2019
Senior Team Member • Sunlife Financials
Customer/sales support handling
inbound/outbound calls from clients and
responding through emails.
Premium payments and customer
complaints.
Audit and Validate what benefits and
their eligibility
Need to verify the screens, whether they
are in good order or not. if they are NIGO
policies. We need to correct them.
We verify the legal documents, which we
send to our customers
We need to verify the policies, Reconciliation.
Oct 2015 – Sept 2017
Senior Delivery Analyst • Aon Hewitt (Health & Welfare Benefits Administration)
Health & Welfare Benefits Administration
which includes issues reported by
participants, Premium Billing, Premium
payments, Dependent verification, Audit
reports and different error report, problem
solving.
Worked in Aon Hewitt as a HM-BDM Team Member.
I took care of DBP and HRP.
DBP (DIRECT BILLING AND PAYMENTS).
Manage Refund and Direct Debit client.
Do some pre-billing checks, if the participant
is making payments, coverage is active or not.
HRP (HIGH RISK PROCESSES), EOI AND
COBRA.
Approve or deny the coverages.
Handle Client Escalations with clear SLAs.
Calling clients / participants for the error
discussion and further steps to be taken on a
particular project.
Premium payments and customer
complaints.
Training to new hires.
July 2012 – April 2014
Delhi Bazaar Craft House • Indra Gandhi International Airport
Helped customers with questions, product information, Inventory control and item location, you may deliver great customer service.
Responded to consumer concerns, Invoicing/Billing, complaints, and criticism politely and professionally.
Taking Clients feedback and Shopping experience.
Supervising Junior team members helped, and mentored as necessary.
Address consumer complaints, Attention to details, resolving issues by working with other
departments or higher management.
Successfully communicated discounts, promotions, and product offerings to customers, stay informed of
current offers.
Ensure accurate documentation and reconciliation as you manage payments made with cash, credit, and electronic means.
Maintained good team communication to ensure a cohesive and efficient customer service team.
Ensured that all customer interactions adhere to corporate rules, practices, and quality standards.
Participated in the ongoing process of customer service strategy and process improvement.
References
Available upon request.
Contact this candidate