Tripti Tripti Email & Phone Number

Moncton, New Brunswick, Canada

Riverview, New Brunswick, Canada

• In advice centre, answered inbound client inquiries and complaints by providing prompt, courteous, and professional customer service with banking information.
• In each call customers’ needs are assessed proactively in accordance with bank policies and procedures and products and services are recommended accordingly and ensuring that every client interaction is exceptional.
• Focusing on assisting clients when they need us the most, by responding empathetically to a wide range of questions, assisting with a wide range of banking solutions, and resolving client concerns at the first point of.
• Contributing to team success by assisting all colleagues in meeting client needs.
• Processing transactions including opening/closing accounts including Checking, Savings, ATM/debit cards; processed wire transfers, ACHs, Cashier's Checks, stop payments, loan payments, and loan applications by.

Riverview, New Brunswick, Canada

• Proactively engaging with clients in the branch and deliver an outstanding service experience through completing transactions, and by identifying sales and referral opportunities
• Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions and retain business
• Contribute to team results by listening and spotting opportunities to offer additional advice, introduce clients to the capability of RBC partners, or personally fulfil client solutions
• Proactively take ownership of resolving and preventing client banking problems
• Cultivate and maintain relationships with partners to work as one RBC team
• Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions

Toronto, Ontario, Canada

• Proactively listen to 1000+ client concerns and recommendations in a day and deliver prompt, friendly customer service to ensure customer loyalty. Helped to raise the overall satisfaction rating of the MCD Rewards.
• Achieved a customer satisfaction rating of 90% on average.

Post Graduate Diploma, Financial Planning And Wealth Management

Activities and Societies: Investment Funds in Canada and Chartered Financial Analyst

Bachelor Of Commerce - Bcom, Accounting And Business/Management, 70%