Mansi Patel Email & Phone Number

North York, Ontario, Canada

-Process all registered and non-registered deposit products- Review daily reports to ensure Member investment are correctly processed.- Ensure receipt of and analysis of extra payments, Pre-Authorized Debits (PAD), payment change requests.- Receive, review, and process Requirements to Pay through government or court order.- Reconcile and communicate any annual up-dates and/or discrepancies with Members through correspondence.- Review, verify and post/return all rejected cheques and EFT clearing items.- Balance daily cheque and EFT clearing files to daily settlement totals by end of day.- Ensure the internal GL has been funded and balances to zero daily.- Answer email inquiries and phone calls from branches and brokers- Administrative duties including scanning and/or filing of miscellaneous papers and other administrative tasks.

Toronto, Ontario, Canada

- Identify and fulfill Members’ financial service needs, including cashing and certifying cheques, processing bill payments, ordering cheques, buying/selling foreign currencies, processing Member statements, identifying the need for travel insurance, processing RRSP and term deposit transactions, assisting Members in getting a debit card, and online banking set up- Proficiency at “opportunity spotting” and having upfront dialogue with members to identify unrealized needs.- Make referrals to specialists and advisors as required.- Provide outstanding service to Members (both at the front counter and/or by phone), answer inquiries, and always strive to increase Member satisfaction through service provided.- Making outbound awareness and service follow-up calls to members.- Assists with general office duties, processing, and administration as required- Aware of, and adhere to, operating procedures and policies to safeguard the assets of the organization and the member.

Mississauga, Ontario, Canada

- Assess and interview the applicants for personal and business (for self) loans.- Research and evaluate loan applicant's financial status, references, credit, and ability to repay the loan.- Submit credit and loan applications to the Branch Manager with recommendations for approval or rejection of applications with authorized limits ensuring that the credit standards of the institution are respected.- Promote the sale of Credit Protection Insurance, Line of Credit, and Credit limit increase.- Purpose solutions to address each client's financial objectives.- Continually strive to achieve monthly financial targets through the delivery of exceptional client service.- Ensure client concerns are resolved and escalated, as necessary.- Adhere to all approval limits/turndown policies and ensure accurate data entry for all transactions.- Participate in the planning and execution of local store marketing initiatives, both internally and externally.

Toronto, Canada Area

- Greeting customers, responding to questions, improving engagement with merchandise and providing outstanding customer service.- Operating cash registers, managing financial transactions, and balancing drawers.- Achieving established goals.- Directing customers to merchandise within the store along with superior product knowledge.- Maintaining an orderly appearance throughout the sales floor.- Introducing promotions and opportunities to customers and cross-selling products to increase purchase amounts.

Toronto, Canada Area

- Familiarizing yourself with the company’s mission, vision, and goals.- Working closely with sales and marketing staff to conceptualize marketing campaigns and strategies.- Educating customers, retailers, and distributors about our products.- Representing the company at product launches, events, and trade shows.- Brainstorming ideas and participating in training and workshops.- Maintaining a positive image of the brand at all times.

Ottawa, Canada Area

- Greet and acknowledge all customers in a friendly professional manner and provide quick, responsive customer service while being attentive to detail. - Understand and respond appropriately to basic customer and employee inquiries.- Promoting company sponsor programs, i.e., credit card service, product protection, and charity initiatives, when applicable.- Provide additional support to on-duty managers

Ottawa, Canada Area

- Successfully led a team of four to generate innovative ideas to promote their brand and services.- Identified brand personas and customer decision journey for a deeper understanding of the potential target audience and marketing channels.- Designed new campaigns applying the Guerrilla marketing strategy. This involved making posters and printing, using Canva.- Organized a small event stand to promote FanSaves to Algonquin students to get more downloads which involved sales pitching about the app.

Ottawa, Canada Area

- Played a role of a marketing consultant to engage youth in the transition to a low carbon society all over Canada.- Conducted market research on the habits and lifestyle of the target audience and their energy usage patterns.- Created detailed reports and research findings of the energy usage patterns of the youth as well as the marketing plan.- Analyzed results of the past campaigns as well as what are the other countries doing to reduce the carbon footprint.- Applied few research methodologies like regional focus groups and interviewing the target audience.- Provided verbal presentations and legal documents to guide them with the creation of the marketing plans. - Developed a blueprint of a mobile application which was developed by us and provided them with an estimated budget.

Post Graduate Diploma Certificate, Brand Management

Post Graduate Diploma Certificate, Marketing Management

Bachelor'S Degree, Business, Management, Marketing, And Related Support Services, Grade A