Setu Patel Email & Phone Number

Toronto, Ontario, Canada

• Worked closely with senior managers and legal team on time sensitive project to provide information for more than 50 tickets from 1970’s to 2010.
• Plan, organize and execute independent work for audit and consulting projects to ensure timely completion
• Facilitate thorough reviews and examinations of financial documents, providing necessary support and clarification to external auditors.
• Coordinate with treasury and banking for undelivered cheques and rectify misprinted cheques.
• Facilitate cross-training and mentorship initiatives within the team to enhance skill sets and foster professional development.
• Demonstrate a commitment to accuracy and transparency, actively addressing any discrepancies or areas of concerns.

Halifax, Nova Scotia, Canada

• Handled up to 50 inbound calls daily, addressing a wide range of customer queries and concerns, from policy adjustments to pricing and renewals.
• Successfully negotiated policy renewals with customers considering leaving Admiral, while upselling additional products and services to enhance customer satisfaction and drive revenue.
• Delivered outstanding customer service by building strong relationships, listening to customer needs, and offering tailored solutions, resulting in improved customer retention rates.

Halifax, Nova Scotia, Canada

• Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
• Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple and fast.
• Promoted and sold a range of bank products, including bank accounts, credit cards achieving increase in product sales.

London, Ontario, Canada

• Delivered exceptional customer service by assessing and addressing wireless needs, recommending mobile plans and devices.
• Achieved sales targets consistently through effective promotion of Freedom Mobile’s plans and accessories.
• Managed transactions, operated cash registers, and balanced cash drawers with accuracy.
• Maintained store appearance and collaborated with the team to drive sales and meet goals.

Postgraduate Degree, Computer And Information Systems Security/Information Assurance

Information Security Management

Postgraduate Degree, Computer Software Technology/Technician

Software & Information System Testing

Postgraduate Degree, Finance And Financial Management Services

Bachelor'S Degree, Computer Science