Anjali Soni
Member Advisor @Affinity Credit Union
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WORK HISTORY
Member Advisor @Affinity Credit Union
Regina, SK, CA
Providing advice related to a variety of service and sales transactions including lines of credit, credit cards, deposits (RESPs, TFSAs, RRSPS, GICs, etc.) and online account openings.• Performs problem diagnosis and trouble-shooting in order to resolve Tier I technologyissues, including issues related to desktop and mobile devices, Affinity mobile app andonline banking products and services. Refers more complex issues to other units.• Focuses on member education and demonstration, leveraging technology to deliver a remarkable member experience, drive sales, provide advice, retain business, and help transition day to day banking. • Focuses on call routing and issue resolution, enhancing overall member experience.• Drives to develop a deeper relationship with members through advice-giving, collaboration and initiating referrals to other areas within the Advisory Services unit.• Collaborates with peers across the regions in serving members through sharing information, providing expertise, and providing hands-on support to increase wallet share, grow the business, and to ensure a remarkable member experience.• Serves to advance the well-being of real people and their communities while deepening current member relationships and/or recruiting new members.
EDUCATION
Knowledge High School Anand
Higher secondary education
University of Regina
Diploma of Education
ABOUT ANJALI SONI
As a dedicated Member Advisor offering 3 years of comprehensive experience in finance industry & 6 + years of experience in customer service I am passionate about leveraging industry knowledge and financial expertise to help the business and clients achieve their financial goals. The exposure to both large-scale financial institutions and community-focused credit unions has enhanced my ability to navigate complex financial situations, build strong client relationships, and deliver personalized financial guidance that fosters trust and long-term success. I am committed to constantly enhancing my knowledge and skills, whether through professional development courses or practical experience.
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