Digvijay Pathania

Digvijay Pathania Email and Phone Number

Member Banking Specialist at Coast Capital Savings | MBA Financial Management | Former Relationship Manager at American Express | Financial Advisory | Financial Planning | Investment Strategies | UCW'24 | @ Coast Capital Savings
surrey, british columbia, canada
Digvijay Pathania's Location
Vancouver, British Columbia, Canada, Canada
About Digvijay Pathania

I’m a versatile and results-driven professional with a strong background in financial services and customer relations. With an MBA in Finance, I have excelled in roles such as Relationship Manager at American Express, specializing in client retention, financial advising, and effective communication. In my current position as a Member Banking Specialist at Coast Capital Savings, I assist members with daily banking needs and recommend personalized financial products, contributing to increased member satisfaction and product uptake.My core strengths include building and nurturing strong client relationships, conveying value propositions effectively, and driving business growth through cross-selling strategies. With over 9 years of experience in banking and financial services, I have developed expertise in financial product recommendations, cash handling, and customer service. I am proficient in MS Office Suite and various banking software systems such as GSP, CTT, and Desktop Plus. Fluent in English, Punjabi and Hindi, I thrive in collaborative environments and leverage multitasking and problem-solving skills to deliver exceptional results.

Digvijay Pathania's Current Company Details
Coast Capital Savings

Coast Capital Savings

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Member Banking Specialist at Coast Capital Savings | MBA Financial Management | Former Relationship Manager at American Express | Financial Advisory | Financial Planning | Investment Strategies | UCW'24 |
surrey, british columbia, canada
Employees:
1586
Digvijay Pathania Work Experience Details
  • Coast Capital Savings
    Member Banking Specialist
    Coast Capital Savings Jul 2024 - Present
    Surrey, British Columbia, Canada
    -Assisted members with day-to-day banking needs, including deposits, withdrawals, and account inquiries, achieving a 95% member satisfaction rate through timely and accurate service.-Recommended personalized financial products like TFSAs, RRSPs, and GICs, contributing to a 20% increase in product uptake by aligning member goals with appropriate financial solutions.-Solved complex banking queries efficiently, reducing resolution time by 30%, ensuring a seamless banking experience for members.-Proactively identified cross-selling opportunities for new accounts and investment products, driving a 15% increase in new account openings and improving member retention rates.
  • The Home Depot
    Associate
    The Home Depot Feb 2023 - Present
    Burnaby, British Columbia, Canada
  • American Express
    Former Customer Relaionship Manager
    American Express Jan 2017 - Oct 2022
    New Delhi, Delhi, India
    • Successfully negotiated the annual card fees with platinum cardholders, boosting satisfaction by 25% and increasing card utilization by 15%. • Utilized banking software like GSP, CTT, Desktop Plus, and mainframe to do account maintenance.• Educated customers on card benefits, resulting in a 12% increase in card spends & loyalty. • Provided coaching to new employees, promoting digital options, and maintaining a 95% retention rate among elite customers.• Collaborated with teams to enhance card acceptance, reducing resolution times by 30%. • Managed daily inbound calls, achieving a 25% decrease in customer churn.
  • Barclays
    Personal Banker
    Barclays Aug 2015 - Dec 2016
    India
    • Increased customer deposits by 15% in one year through sales and relationship-building.• Drove 20% uptick in insurance sales by using cross-selling tactics.• Resolved over 100 customer disputes and complaints annually, maintaining a 95% satisfaction rate.

Digvijay Pathania Education Details

Frequently Asked Questions about Digvijay Pathania

What company does Digvijay Pathania work for?

Digvijay Pathania works for Coast Capital Savings

What is Digvijay Pathania's role at the current company?

Digvijay Pathania's current role is Member Banking Specialist at Coast Capital Savings | MBA Financial Management | Former Relationship Manager at American Express | Financial Advisory | Financial Planning | Investment Strategies | UCW'24 |.

What schools did Digvijay Pathania attend?

Digvijay Pathania attended University Canada West, Guru Nanak Dev University.

Who are Digvijay Pathania's colleagues?

Digvijay Pathania's colleagues are Sean Mcnamara, Ryan Keigher, Debi Dempsey, Kazmin Khapoliwala, Vikram Nigam, Ctp, Andrew Kelleher, Simon Thibaudeau.

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