Mandy Makkar Email & Phone Number

Newton, Surrey

Followed bank policies and procedures, and applied a high degree of accuracy to process transactions in a timely manner. Ensured exceptional levels of customer service were met and maintained.• Consistently met and exceeded sales quotas and standards by cross-selling and up-selling bank products and services.• Create and process client accounts providing excellent customer service• Identify prospective clients and develop and implement presentations for clients• Processed 10+ customer transactions per hour with extreme attention to detail.• Responsible for providing teller transaction efficiency and quality to customers.• Input cash entries, printing DD’s and MC’s, fund transfers and vendor bill.• Able to develop a positive rapport with all types of people to ensure repeat services.• Committed to supporting co-workers in order to meet team goals.

• Prepared Financial Planner for all client appointments and ensures paperwork is completed in full and signed by clients in line with CIBC requirements.• Contributed to the branch objective for Operational Excellence by adhering to Credit Compliance, audit and ROA visits, mutual fund compliance, credit compliance and non-credit losses.• Creates and maintains client files within established CIBC standards.• Do outbound calling and contacts clients and schedules appointments for their Financial Planning using established contact lists.• Provides related sales and service support, as appropriate. • Opened new accounts, PLC's, RRSP, RESP's new and existing clients.• Promoted financial services products including credit cards, accounts, mortgages and credit lines, TFSA etc.• Demonstrated the benefits and assist clients in using all channels such as Bank Machines, Telephone Banking, Mobile and Online Banking.• Actively worked on creating a positive “First Impression’” by greeting and engaging customers in a range of sales, service and informational conversations.• Ensured customer problems are handled appropriately, escalated issues when necessary.• Learned more about new CIBC products, new account promotions etc. and presented that to customer after knowing their personal/business needs.• Ensure necessary due diligence is taken to support the accuracy of all customer transactions.• Provided sound advice at every customer interaction to create a positive customer experience• Ensured that customer problems are handled appropriately, escalating issues when necessary

Cibc Newton Crossing

• Followed bank policies and procedures, and applied a high degree of accuracy to process transactions in a timely manner. Ensured exceptional levels of customer service were met and maintained.• Consistently met and exceeded sales quotas and standards by cross-selling and up-selling bank products and services.• Create and process client accounts providing excellent customer service• Identify prospective clients and develop and implement presentations for clients• Processed 10+ customer transactions per hour with extreme attention to detail.• Responsible for providing teller transaction efficiency and quality to customers.• Input cash entries, printing DD’s and MC’s, fund transfers and vendor bill.• Able to develop a positive rapport with all types of people to ensure repeat services.• Committed to supporting co-workers in order to meet team goals.

•• Responsible for managing the currency of buying and selling. • Provide account status data whenever requires and handled phone enquiries. • Inform customers about various bank products like GIC’s, TFSA• Handle tasks related to incoming and outgoing mail.• Work very well on swift/remittance related investigations.• Input cash entries, printing DD’s and MC’s, fund transfers and vendor bill.• Responsible for providing teller transaction efficiency and quality to customers.• Responsible for updating daily morning and evening reports to the manager.• Able to develop a positive rapport with all types of people to ensure repeat services.• Successfully handled all public relations issues.• Committed to supporting co-workers in order to meet team goals

Punjab, India

• Helped setting new branch in new location successfully with various new opportunities.• Handled well the customers having supersaver accounts and familiarized them with new products, mutual funds and investments plans. • Opened new saving accounts, FD’s to achieve bank monthly targets.• Printing DD’s and MC’s, fund transfers and vendor bills. Analyzed existing sales market and developed new strategies to drive sale.• Performed my duties well by understanding customer needs, providing them with detailed information regarding credit card and its approval process

Punjab, India

• Analyzed existing sales market and developed new strategies to drive sales• Facilitate open communication/queries between customers and employees• Help customers to organise/compile their required documents for approval of credit• Performed my duties well by understanding customer needs, providing them with detailed information regarding credit card and its approval process. • Developed strong business referrals by providing great customer service

Master Of Business Administration (M.B.A.), Finance, General

Bachelor’S Degree, Economics, 70