Having 8.5 years of combined experience in the Banking industry including Human Resources, Finance, and Foreign Trade Business.
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Driver Exam AdministratorSgi Jun 2024 - PresentSaskatoon, Saskatchewan, CanadaIn this position, I will administer and oversee written driver examinations, address inquiries during the exams as well as from the inquiry line, and offer administrative assistance. -
Personal Banking AssociateTd Sep 2023 - Jun 2024Saskatoon, Saskatchewan, CanadaPrimary responsibilities are-Helping clients with day-to-day advice needs, service transactions, digital education, and customer problem resolution related to banking solutions.Maintain an outstanding sales portfolio by opening new accounts and other related banking products where applicable.Build customer confidence in emerging digital banking trends by educating them on mobile, ATM, and online bankingSupport the frontline staff with scheduled cash and non-cash transactions; resolve critical issues and report non-standard matters to managementParticipate in the timely and accurate completion of business processes and proceduresHelp build a positive and equitable work environment by promoting team effectiveness, participating in personal performance development and sharing industry knowledge to achieve common objectives -
Consultant (Financial Service Representative)Cgi Jan 2023 - Sep 2023Saskatoon, Saskatchewan, CanadaPrimary responsibilities of this role to support "CI Global Asset Management" as Financial Service Representative by-• Providing accurate, courteous and timely service to incoming telephone, e-mail and chat customer inquiries from various stakeholders regarding products, policies and procedures, and/or account related inquiries• Investigate and research account-related issues and determine the appropriate actions that need to be taken to achieve resolution to such issues• Ensure that follow-ups are resolved within a timely manner and all service level agreements are met• Assist with special projects/tasks as assigned by management -
Customer Relations AssociateHgs - Hinduja Global Solutions Dec 2022 - Jan 2023Saskatoon, Saskatchewan, CanadaWorked Hinduja Global Solutions as Customer Relations Associate to communicate with customers through inbound calls and field queries on billing, payments, existing and new services, promotional offers and upgrade / downgrade of services.Identify customer needs through active listening to answer questions, assist with troubleshooting or make product recommendations based on the customers needTake a consultative approach with customers who are experiencing problems with their service by owning the issue and resolution. -
Senior Executive Officer (Financial Analyst)Ncc Bank Ltd. Mar 2014 - Aug 2022Dhaka, Bangladesh• Act as an investment analyst and foreign exchange business officer of the branch• Executed Letter of Credit, Export-Import business for the client• Engaging with new and existing clients on a daily basis to better understand their short- and long-term financial goals• Monitoring client portfolios to ensure these meet their progress and target requirements• Proactively resolving or preventing banking or portfolio problems• Educating clients to ensure they understand how their money is being managed• Prepare month-end reports and present the analysis to the management.• Timely realization of export proceeds to the clients’ accounts after adjusting the loan accounts.• Verify the information in the system, reconciling data in General Ledger heads with external data to ensure accuracy.• Perform other duties as and when instructed by the Management. Achievements:• Got 3 Promotions within the service tenure.• I got recognition from the Management for boosting-up foreign trade business and investment volume in the Branch. -
Customer ManagerGrameenphone Ltd May 2009 - Sep 2012Nitol Niloy Tower, Nikunja-2, Khelkhet, Dhaka.To solve and identify the customer’s problem through the telephonic conversationCreate business opportunities though the communication.
Sree Jowel Kumer Roy Education Details
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Post Graduation -
Graduation
Frequently Asked Questions about Sree Jowel Kumer Roy
What company does Sree Jowel Kumer Roy work for?
Sree Jowel Kumer Roy works for Sgi
What is Sree Jowel Kumer Roy's role at the current company?
Sree Jowel Kumer Roy's current role is MBA, IFIC.
What schools did Sree Jowel Kumer Roy attend?
Sree Jowel Kumer Roy attended University Of Dhaka, University Of Dhaka.
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