Bhanu Maheshwari
Analyst
Ontario
Summary
Knowledgeable and dedicated customer service professional with extensive experience in industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
5
5
years of professional experience
5
5
years of post-secondary education
Work History
Customer Relations Specialist
Alliance One Canada (Toyota Financial Services)
Ontario
1 2024 - 9 2024
- Dedicated and customer-focused professional with years of experience in financial services and automotive customer support.
- Seeking to leverage expertise in client relations, problem resolutions, and financial processes in Customer Service role at Toyota Financial Services.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and company alike.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs
- Collaborated with team members to develop best practices for consistent customer service delivery.
- Exceeded performance metrics consistently, earning recognition as top performer within team.
- Participated in cross-functional teams to discuss ways to improve overall customer satisfaction across company.
- Trained new Customer Service Representatives on company policies, procedures, and best practices
- Updated company's FAQ section to include answers to common customer questions, reducing inquiry volume
- Logged call information and solutions provided into internal database
Fraud and Claims Ops Specialist
Wells Fargo Hyderabad (India)
Hyderabad
06.2016 - 04.2021
- Reviewed Personal Tax Returns documents - Form 1040, Business Tax Returns-1065, Form 1120s, Form 1120, K1's of 1065, 1120s & standard Schedules
- (A, B, C, D, E, F)
- Updated information on internal “IAT Tool” on banker's request which is used by underwriter on deciding credibility of customer
- Conducted pre-under writing work and Prepared simple and complex tax returns for individuals by using knowledge of federal, state and local tax codes and publications
- Developed monthly project plans and schedules, identified steps to mitigate risk and improved probability of delivering expected business results
- Contributed to tax team results by welcoming new and different work requirements; exploring new opportunities to add value to organization; helping others accomplish related job results as and where needed
- Ensured proper credits, deductions, and tax liabilities were applied to tax returns, according to Publication 17 Federal Tax Code
- Prepared federal tax documents by assembling and analyzing financial information completing forms using software
- Prepared tax returns for audit by organizing supporting documents and comparing returns with receipts.
- Developed training materials to enhance staff proficiency and productivity
- Collected, arranged, and input information into database system
Education
Diploma in Education-Advanced Project Management -
Sault College
Brampton 01.2023 - 04.2024
Bachelor's In B.com Honors -
Shantiniketan College
Miryalaguda 01.2013 - 04.2016
Skills
Project Planning and Scheduling
Team Development
Client Relations
Critical Thinking
Problem-solving abilities
Team Collaboration and Leadership
Stakeholder Communication
Budgeting and Cost Management
Risk Management and Mitigation
Project Planning and Scheduling
Corporate Initiatives
Wells Fargo CSR Group,Core member & thread lead for corporate initiatives - Responsibilities involved working with different teams like procurement, HR, external vendors, volunteers, local municipal authorities & data/budget management.
Awards
Received an Outstanding Award and many applause awards & Champion Awards for facilitating the Best Performance throughout the year in wells Fargo & training employees on the application.
Accomplishments
Worked with client to streamline the data plan process and save $1.2 Million to the firm. Developed monthly project plans and schedules . Trained the team for various applications of . Helped the team ) In preparing the maps process flow charts. Part of the ACH Robotic Process Automation (RPA) project Helped in preparing the (BRD) BUSINESS REQUIREMENT DOCUMENT.
Timeline
Diploma in Education-Advanced Project Management -
Sault College
01.2023 - 04.2024
Fraud and Claims Ops Specialist
Wells Fargo Hyderabad (India)
06.2016 - 04.2021
Bachelor's In B.com Honors -
Shantiniketan College
01.2013 - 04.2016
Customer Relations Specialist
Alliance One Canada (Toyota Financial Services)
1 2024 - 9 2024