Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
8
8
years of professional experience
Work History
Customer Services Specialist
ALBERTA BLUE CROSS
08.2022 - 06.2024
Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Conducting research and analysis to determine the root of problems, and independently makes decisions on how to handle problems or unusual situations
Making suggestions for ways of improving workflows and processes
Tracked customer interactions using CRM software, helping the team identify trends and areas of improvement in service delivery.
Log all calls for statistical purposes
Actively participated in team meetings and professional development workshops, continuously seeking opportunities to enhance skills and provide exceptional customer service.
Financial Services Representative
CIBC
10.2021 - 02.2022
First point of contact for clients calling in with questions or requests related to their banking needs
Work in fast-paced environment and deepen relationships, quickly resolve issues and identify opportunities to match clients with the right products and solutions that will enable their financial success
Foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success
Processed account transactions, credit and debit payments, check deposits and stop payments
Identified relevant bank programs and services and made suggestions to customers and opened accounts
MANAGER
BOOSTER JUICE REGINA
01.2019 - 01.2022
Established and updated work schedules to account for changing staff levels and expected workloads to uphold successful operations strategies and maximize business success.
Conducted monthly inventories of raw materials and components on work floor
Recorded inventory sales into organization's weekly income report and notes about progress and changes to be made
Hired and trained employees for various positions throughout the store
Quickly determined customers needs, and developed solutions to meet needs
Participated in regional meetings and offered valuable feedback
Maximized performance by monitoring daily activities and mentoring team members
ACCOUNTING ASSISTANT/ ADMINISTRATOR
GIRISH, BAVISHI & CO
07.2017 - 08.2018
Prepared accurate tax returns for individuals, partnerships, corporations, and non-profit organizations, maximizing deductions and credits.
Maintained all financial records and account reconciliation
Collaborated with senior Tax Associates to develop solutions for complex tax issues, ensuring compliance and minimizing liabilities.
Complied with all federal and state legal requirements
Remained up-to-date on existing and changing legislation
Prepared reports on accounts payable and accounts receivable
Accounting Assistant
MY EDUCATIONAL GUIDE
02.2016 - 06.2017
Recorded deposits, reconciled monthly bank accounts and tracked expenses.
Generated invoices upon receipt of billing information and tracked collection progress.
Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
Handled day-to-day accounting processes to drive financial accuracy.
Education
Certificate - Business Administration
University of Regina
Regina, SK
BBA - Management Studies
University of Mumbai
Skills
Bookkeeping
Administrative Support
Data Processing
Tax Preparation
Operations Management
Inventory Control
Performance Analysis
Revenue Generation
Timeline
Customer Services Specialist
ALBERTA BLUE CROSS
08.2022 - 06.2024
Financial Services Representative
CIBC
10.2021 - 02.2022
MANAGER
BOOSTER JUICE REGINA
01.2019 - 01.2022
ACCOUNTING ASSISTANT/ ADMINISTRATOR
GIRISH, BAVISHI & CO
07.2017 - 08.2018
Accounting Assistant
MY EDUCATIONAL GUIDE
02.2016 - 06.2017
Certificate - Business Administration
University of Regina
BBA - Management Studies
University of Mumbai
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