Providing tailored services and recommending the right products and solutions that support clients’financial success. Solving day to day concerns related to deposit, credit and investment accounts.• Engage with customers and create positive experiences to retain and deepen relationships by asking thoughtful financial questions.• Prescreen credit applications such as line of credit, personal or investment loan and complete investment applications, including registered and non-registered products.

• Delivered high-end customer experience by addressing their banking needs and questions through incoming calls. Complete credit card enrollment applications for entire credit card portfolio.• Achieved a 36% growth in client satisfaction rate and exceeded organizational performance target.• Represented a greater institutional image by addressing clients’ financial queries in a timely manner.• Promoted self-serve banking tools to improve client interaction experience with mobile/online banking.

• Overseeing a team of 10 employees and providing training to onboarding members.• Analyzing overhead expenditures, sales, and profit margins for preparing annual budget.• Evaluating supply, shelf space, and market trends to offer appealing products to customers.• Addressing customer requests, comments, and complaints. Updating store layout to improvecustomer retention.• Maintaining inventory and assisting in procurement of seasonal products based on trends.

• Performed inventory control and quality assurance operations on daily product shipping.• Supported safety programs to ensure compliance rules are followed.• Coordinated inventory control and product cycle-count measures to confirm SOX adherence.• Participated in monthly meetings to review process improvements and issue troubleshooting.

 Handled administrative duties such as responding to emails and calls, data entry, and reporting. Supported corporate members by facilitating both, internal and external, communications. Managed calendars and contacts’ database to help maximize partner’s time. Co-ordinated meeting, conference calls, and live meetings. Prepared and proofread reports anddocuments with meeting notes.

• Maintained and reconciled general ledger accounts. Reviewed purchase orders and initiated payments. • Assisted Financial Manager in monthly balance sheet reconciliation, streamlining order entries, and month-end inventory audit procedures. Prepared ad-hoc reports as per business needs.• Prepared budget reports for management meetings to review financial performance.