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SHILPA Katti

@shilpakatti

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Administrative and Client Service Professional with 5+ years experience.

Canada

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What I'm looking for

I seek a role that values customer engagement and offers growth opportunities.

I am an Administrative and Client Service Professional with over five years of experience in managing administrative operations and delivering exceptional customer service. My career has been marked by a commitment to building strong customer relationships through trustworthiness and empathy. I excel in handling day-to-day customer inquiries, ensuring that each interaction is meaningful and impactful.

In my current role as a Personal Banking Representative at CIBC, I focus on client engagement by providing tailored support to help clients manage their accounts and achieve their financial goals. My problem-solving skills allow me to take accountability for client issues, ensuring that I find effective solutions. I possess a solid understanding of financial products and work collaboratively with colleagues to connect clients with the right opportunities.

Throughout my career, I have developed strong facilitation and negotiation skills, which have been essential in various roles, including my time at Accenture Canada, where I managed data and provided financial analysis. My diverse experience across different sectors, including healthcare and retail, has equipped me with the knowledge and skills necessary to excel in customer service and administrative roles.

Experience

Work history, roles, and key accomplishments

Current

Customer Service Associate

Current

Accenture Canada

Nov 2017 - Present (7 years 7 months)

Responsible for data management, ensuring accessibility and reliability for clients. Assisted clients with website navigation and financial analysis, providing solutions based on budget evaluations.

Data Management Financial Analysis Problem Solving Mentoring

Current

Personal Banking Representative

Current

CIBC

Nov 2019 - Present (5 years 7 months)

Provide support for clients by helping them manage their accounts and products. Focus on client experience and connect on a personal level. Take accountability for client issues and suggest banking options to help clients achieve their financial goals.

Client Engagement Problem Solving Customer Relationship Management Communication Skills

Customer Service Representative

Oceanic Consultants

Mar 2013 - Oct 2013 (7 months)

Responsible for student counseling and admissions, providing academic details to prospective students. Verified customer files and conducted preliminary interviews.

Counseling Admissions Communication Skills Interviewing

Certified Care Worker

Care Watch

Sep 2010 - Jun 2011 (9 months)

Provided home care to patients, organizing care resources based on individual needs while adhering to health policies and procedures.

Home Care Compliance Communication Skills

Customer Service Assistant

Co-Operative Foods

Apr 2012 - Jun 2012 (2 months)

Handled cash and delivered superior customer service at check-outs. Assisted customers with shopping needs and resolved queries related to refunds.

Customer Service Communication Skills Sales Support

Accounts Receivable Caller

Boavista Solutions

Dec 2009 - Jun 2010 (6 months)

Tracked electronic and paper medical claims, managed billing, and documented accounts data clearly and concisely.

Billing Management Documentation Communication Skills

Education

Degrees, certifications, and relevant coursework

SRM University

Master's Degree, Biotechnology

2005 - 2007

Completed a Master's Degree in Biotechnology, focusing on advanced biotechnological techniques and applications in various fields including healthcare and agriculture.