Gagan Rai Email & Phone Number

Fraser Valley, British Columbia, Canada

• Providing exceptional service to current and potential members by offering a full range of deposit, investment, and credit advice. • Identifying member’s place in their lifecycle, engaging in rich discovery conversations, and recommending solutions to meet their customized needs. • Working alongside a broad network of specialists, in a seamless, collaborative way, to provide a holistic advice experience.• Tasks include completion of credit applications, managing estates, identifying need forearly-stage financial planning and servicing socially responsible investment products.• Mutual funds are offered through Credential Asset Management Inc.

Fraser Valley, British Columbia, Canada

• Providing comprehensive, financial and relationship-based advice to build trust with members and grow member’s portfolios with Vancity through retail lending.• Identifying and assessing non-member/member needs to provide appropriate products or services and making suitable referrals to specialized teams.• Built strong relationships with specialists in branch to make seamless referrals while following up with member/specialist to work together in a collaborative way.• Strong ability to explore member needs and recognize opportunities to further benefit the member experience.

Fraser Valley, British Columbia, Canada

• Work with members to resolve account issues or escalations to provide excellent service to maintain a healthy relationship with Vancity.• Refer members for lending products and new deposits to Sustainable Wealth Management for holistic banking approach in regard to meeting member needs for financial planning.• Handle end of night duties, such as balancing CDM while finding and correcting interchange outages. • Take on extra duties assigned by branch management such as cascading information from the VISA upgrade to entire branch staff, presentations of 2019 business plan.• Effectively complete back cash duties in a timely manner with next to no errors.• A member of the Community Business Committee at the North Delta Branch and enrolled in the ACT Advisor certificate program.

Vancouver, Canada Area

• Handle member phone calls quickly and efficiently while effectively finding other opportunities to better their banking experience.• Knowledge in lending and investing products, day to day banking needs and technical banking issues that may arise.• Attain the ability to quickly analyze member accounts to verify inbound callers to prevent fraudulent activity or identity theft. • Educate members about the Vancity Vision and the Good Money brand.

British Columbia, Canada

• Rapidly facilitated in store sales, upgrades, installations and service which requires strong research and problem solving capabilities. • Assisted customers with computer issues and provided initial contact with client. • Proficiently counselled customers on the best route of action by performing basic testing to determine product needs and services.

British Columbia, Canada

• Used sales skills to promote, emphasize and sell extended warranties, geek squad services and accessories, which led to a promotion as a geek squad counter intelligence agent. • Ensured accurate pricing and correct product displays by using great attention to detail in a timely and appropriate manner which increased sales and reduced customer concerns regarding pricing. • As a selected member of the Employee Voice Committee, analyzed employee satisfaction surveys to create action results to solve employee concerns, which increased the store’s score on the next survey. • Improved customer service and reduced wait times by taking initiative to learn tasks completed by other departments, which were short-staffed.

British Columbia, Canada

• Successfully delivered Easy Sales and services by understanding and resolving customer needs or requests. • Consistently maintained store presentation by following merchandise flow and presentation standards process. •Excelled in up selling and top down selling by presenting the customer benefit which led to concrete customer satisfaction.

Bachelors Business Administration

Financial Planning And Services

• Concentration in Financial Planning in the Faculty of Business graduated in June of 2015. • Attained concise knowledge and financial.

General Studies