Sonu Kothari
Financial Service Representative Ii (Telephone Banking Inbound) @CIBC
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WORK HISTORY
Financial Service Representative Ii (Telephone Banking Inbound) @CIBC
Toronto, ON, CA
The Financial Services Representative II, TB Inbound is responsible for responding to telephone inquiries from clients regarding CIBC financial products and services, identifying immediate client needs to further deepen the client relationship. • The role demonstrates solid written, verbal and interpersonal skills to meet client satisfaction and productivity targets by understanding client needs, offering a resolution of issues and actively promoting CIBC’s full range of products and services based on their financial needs and goals.• The Financial Services Representative II, TB Inbound interviews applicants for loans, mortgages and lines of credit, and facilitates clients’ deposit accounts and investment.• The role receives general instructions on routine work and requires limited direction, collaborating to find simple solutions that make it easy for clients to bank with CIBC.
EDUCATION
Savitribai Phule Pune University
Bachelor of Commerce - BCom
Seneca College
Graduation Certification Course
Savitribai Phule Pune University
Master of Business Administration - MBA
Seneca College
Graduation Certificate Course
ABOUT SONU KOTHARI
Self-motivated and well-qualified professional with in-depth knowledge of Customer service & Canadian financial sector and bringing in over 5 plus years of experience in Customer service, accounting, finance, and maintaining relationships with clients to achieve potential goals and desired results. Proficient in handling complex customer issues and promoting positive experiences. Efficiency-driven and organized with a team-oriented mentality and dedication to customer satisfaction, business goals, and sales excellence. Skilled in coordinating documentation and handling payments.
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