Sharit K.
Financial Services Representative @Vancity
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WORK HISTORY
Financial Services Representative @Vancity
West Vancouver, BC, CA
Engaged with personal and business banking clients to process financial transactions and execute instructions on registered products and trades.Analyzed client portfolios to identify gaps and opportunities, recommending tailored banking products and financial solutions.Coordinated referrals and set up meetings with specialized departments to ensure seamless, comprehensive client service.Educated clients on financial literacy topics, including budgeting, credit management, and optimizing overall financial health.Collaborated with cross-functional teams to enhance the overall banking experience and drive customer satisfaction.
EDUCATION
Punjab Technical University
Master of Business Administration - MBA, Marketing and Human Resources
Punjab Technical University
bca, Computer Science
SKILLS
ABOUT SHARIT K.
I bring a rare combination: 6 years of manual software quality…
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