Customer Experience Specialist with Banking Expertise

VATAN BHARDWAJ

Customer Experience Associate

Edmonton, AB *****.********@*****.*** 780-***-**** PROFESSIONAL SUMMARY

Customer-focused professional with 10+ years of combined experience in customer service, financial transaction processing, and team leadership. Proven ability to assess customer needs and recommend tailored banking solutions in fast-paced environments. Skilled at processing high-volume transactions accurately, resolving customer concerns with professionalism, and upholding regulatory compliance and Code of Conduct standards. Proficient in MS Office (Word, Excel, Outlook) and digital systems. Committed to delivering an outstanding customer experience, promoting diverse and inclusive team environments, and contributing to business objectives through accurate, timely service delivery.

CORE COMPETENCIES

Financial Transaction Processing • Customer Needs Assessment & Advisory • Conflict Resolution Regulatory Compliance & Code of Conduct • Cash Handling & Reconciliation • Sales Goal Achievements MS Office (Word, Excel, Outlook) • Team Collaboration & Staff Training • Attention to Detail & Accuracy PROFESSIONAL EXPERIENCE

Interim Store Manager SNDL – ACE Liquor Discounter Jun 2025 – Oct 2025 Edmonton, AB

• Processed daily cash transactions including deposits, withdrawals, and bill-equivalent payments with full reconciliation, uploading accurate financial reports to company systems directly mirroring standardized banking transaction workflows.

• Maintained detailed transaction logs and financial records in compliance with company standards and regulatory requirements, consistently upholding Code of Conduct and Ethics principles.

• Assessed customer needs and recommended best-suited products and solutions, achieving sales targets and delivering a positive customer experience.

• Escalated non-standard activities and security incidents through internal and external reporting portals, following established escalation procedures.

• Supervised and coached team members on customer service standards, compliance procedures, and operational processes fostering a positive, diverse, and collaborative work environment.

• Managed scheduling and prioritized multiple tasks in a fast-paced environment, demonstrating strong organizational and time management skills.

Sales Associate / Key Holder SNDL – Liquor Depot Oct 2023 – Present Edmonton, AB

• Delivered exceptional front-line customer service by greeting, assisting, and resolving concerns for a high volume of daily customers in a courteous, calm, and effective manner.

• Handled cash transactions accurately and performed daily till management and end-of-day cash balancing; uploaded daily cash reports to the HSS system.

• Promoted products and services by understanding customer preferences and advising best-suited solutions, consistently contributing to business objectives.

• Completed Manager/Assistant Manager training checklist, demonstrating initiative, readiness for elevated responsibilities, and a go-getter attitude.

• Onboarded and trained new employees on store processes, customer service standards, and system usage supporting team effectiveness and knowledge continuity.

• Reported security incidents using internal and external portals, ensuring strict adherence to compliance and reporting procedures.

Software Quality Assurance Lead Times of India May 2014 – Jul 2023 Noida, India

• Coordinated daily cross-functional meetings and stakeholder communications, building strong verbal and written communication skills transferable to client-facing roles.

• Managed and prioritized work queues to ensure tasks were completed accurately and on time, escalating as necessary reflecting a detail-driven, results-oriented work style.

• Maintained detailed compliance documentation and quality assurance reporting, demonstrating a consistent commitment to accuracy and accountability.

• Monitored customer feedback and resolved post-release concerns, maintaining high-quality standards and a positive user experience.

Sales Engineer SVTEL Dec 2009 – May 2010

Delhi, India

• Conducted client outreach, assessed customer needs, and recommended tailored solutions developing consultative skills directly applicable to banking product advisory.

• Prepared and submitted structured reports to head office, demonstrating organizational planning and written communication proficiency.

Sales Engineer Cir-q-tech Tako Feb 2009 – Dec 2009 Bangalore, India

• Built and maintained client relationships through needs-based consultative selling and consistent follow-up, honing skills in customer connection and solution advising.

• Delivered weekly stakeholder reports and sales presentations, strengthening professional communication and organizational skills.

EDUCATION & CERTIFICATIONS

Diploma in Software Testing Robertson College, Edmonton, AB Bachelor of Technology State Technical University, Punjab, India 2009 First Aid Certification

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