Sheetal Bhalla Email & Phone Number

Canada

Toronto, Ontario, Canada

As one of the senior advice providers in the branch, I understand the banking and financial needs of clients and provides appropriate advice and recommendations. Being the primary contact and resource for large/complex investment and credit needs, I often deal with high value customers, and am responsible for meeting or exceeding specific individual and team based business goals. Along with, consistently delivering legendary customer experiences by fostering a relationship of mutual trust and… Show more As one of the senior advice providers in the branch, I understand the banking and financial needs of clients and provides appropriate advice and recommendations. Being the primary contact and resource for large/complex investment and credit needs, I often deal with high value customers, and am responsible for meeting or exceeding specific individual and team based business goals. Along with, consistently delivering legendary customer experiences by fostering a relationship of mutual trust and confidence.Highlights:•Achieved over $10M in volume attained for “money out”, and over $500,000 for “money in investments”, in one quarter.•Maintained minimum sales revenue pace at 180% as well as pipeline volume to exceed goals.•Branch leader in customer experience - winning top recognition from district. Show less

Gta, On

Manage a team of service employees promoting a legendary customer and employee experience while increasing shareholder value. Responsibilities as a customer service manager include, but not limited to lead, coach and develop employees toward achieving business, professional and personal development objectives. Highlights:•Received highest customer service ranking results within the district/region for 2013, 2012 & 2011.

Gta, On

Manage & complete time sensitive audit requirements within a retail branch. Ensure necessary due diligence is taken throughout the branch with all customer interactions. Oversee and perform branch administrative activities; ensuring all support is effectively coordinated through the various support partners in a timely manner. Develop and implement operational improvements and enhance customer service. Above all, provide business planning support to achieve branch business objectives.… Show more Manage & complete time sensitive audit requirements within a retail branch. Ensure necessary due diligence is taken throughout the branch with all customer interactions. Oversee and perform branch administrative activities; ensuring all support is effectively coordinated through the various support partners in a timely manner. Develop and implement operational improvements and enhance customer service. Above all, provide business planning support to achieve branch business objectives. Show less