Mahtab Shareef Email & Phone Number

Richmond, Bc, Ca

Vancouver, British Columbia, Canada

• Completed client’s requests for new VISA Corporate Cards through Originate to active commercial Cards• Processed large volume of varying commercial request on behalf of Account Managers and a portfolio of clients• Developed excellent relationships with clients by consistently delivering excellent service and becoming a trusted resource • Independently fulfilled requests for increase and decrease limits of credit cards for clients, based on their available credit• Managed the… Show more • Completed client’s requests for new VISA Corporate Cards through Originate to active commercial Cards• Processed large volume of varying commercial request on behalf of Account Managers and a portfolio of clients• Developed excellent relationships with clients by consistently delivering excellent service and becoming a trusted resource • Independently fulfilled requests for increase and decrease limits of credit cards for clients, based on their available credit• Managed the day to day credit card functions on behalf of clients, ensuring compliance with internal policies such as setting appropriate credit limits for new employees• Reviewed commercial applications to from clients to ensure accuracy and completeness, providing input and consultation as necessary, to fulfill the needs of the client • Collaborated with TransUnion to validate customer records on RBC Database in-order to match the Credit Rating Agency Show less

Vancouver, British Columbia, Canada

• Completed various client requests including account information, transaction details and providing copies of cheques.• Assisted business clients to locate wire payments and resolve outstanding issues to complete client transactions in a timely manner• Experienced in communicating with internal RBC Partners to expedite requests as necessary• Fulfilled business client’s requests for Deposit Slips, Deposit Bags and Cheques as required for the company needs.• Reliably managed… Show more • Completed various client requests including account information, transaction details and providing copies of cheques.• Assisted business clients to locate wire payments and resolve outstanding issues to complete client transactions in a timely manner• Experienced in communicating with internal RBC Partners to expedite requests as necessary• Fulfilled business client’s requests for Deposit Slips, Deposit Bags and Cheques as required for the company needs.• Reliably managed electronic cheques on behalf of clients to complete their daily commercial transactions• Completing Cheque Verification for clients by communicating with RBC and other partners to complete client transactions and purchases Show less

Toronto, Canada Area

• Assisting client to process Payroll and Payment to Vendors using ACH.• Tracked client activity on CRM (Microsoft Dynamics 365) to ensure transparency across different RBC functions in order keep records • Guiding client to navigate and familiarize them through various features of RBC Express services like Bill Payments and Account Transfers • Utilized various financial software like OnDemand, DDA, CITrx. GRADS and Goldmine to assist clients needs• Taken ownership on all client… Show more • Assisting client to process Payroll and Payment to Vendors using ACH.• Tracked client activity on CRM (Microsoft Dynamics 365) to ensure transparency across different RBC functions in order keep records • Guiding client to navigate and familiarize them through various features of RBC Express services like Bill Payments and Account Transfers • Utilized various financial software like OnDemand, DDA, CITrx. GRADS and Goldmine to assist clients needs• Taken ownership on all client transactions and put emphasis on first call resolution.• Communicated with various departments of RBC to complete client’s requests and provided fast delivery of service• Refer clients to RBC Partners, as appropriate, to meet their financial needs to solidify relationship with the bank• Consistently meet and exceed targets such as compliance of 93%, SLA, AHT etc. Show less

Mississauga, On

Royal Bank of Canada (RBC), Mississauga, ON.• Take care of client needs by acting as the first point of contact, and answering customer queries and solving simple to complex customer issues and grievances •Consistently deliver on RBC’s client experience promise by understanding the needs and concerns of the client, and proactively offering the best solution based on their individual needs. Consistently exceed LTR goal by achieving average scores of 75% on a team target of 58%.… Show more Royal Bank of Canada (RBC), Mississauga, ON.• Take care of client needs by acting as the first point of contact, and answering customer queries and solving simple to complex customer issues and grievances •Consistently deliver on RBC’s client experience promise by understanding the needs and concerns of the client, and proactively offering the best solution based on their individual needs. Consistently exceed LTR goal by achieving average scores of 75% on a team target of 58%. •Take ownership on all client transactions and put emphasis on first call resolution. •Complete complex money-related transactions by utilizing tools, systems and procedures•Recommend products and services and share information with clients to meet their immediate financial needs and provide superior, responsive execution and delivery of tailored client transactions • Refer clients to RBC Partners, as appropriate, to meet their financial needs• Consistently meet and exceed targets such as AHT, sales, compliance, and LTR • Proven customer service in the financial or service industry Show less

Mississauga, On

♦ Quickly promoted from seasonal employee to permanent staff member; worked collaboratively with management and staff to achieve sales and customer service objectives♦ Managed inventory; monitored store sales, restocking as necessary; accurately used multiple POS systems to correctly record product sales♦ Provided exceptional customer service, asked questions to accurately gauge client needs and direct them to appropriate products, established relationships with clients… Show more ♦ Quickly promoted from seasonal employee to permanent staff member; worked collaboratively with management and staff to achieve sales and customer service objectives♦ Managed inventory; monitored store sales, restocking as necessary; accurately used multiple POS systems to correctly record product sales♦ Provided exceptional customer service, asked questions to accurately gauge client needs and direct them to appropriate products, established relationships with clients, personally ensured satisfactionVALUE ADDED.......................................................................................................................................♦ Consistently met sales target of $400 per daily shift and $1,200 per weekly shift Show less