Shreyas Yedekar
Pune
Summary
Experienced Client Service Specialist with expertise in financial product management. Proven track record of boosting client satisfaction through strategic relationship-building and innovative problem-solving.
Skilled in portfolio management and improving client financial well-being.
Committed to leveraging advanced tools and teamwork to optimize service delivery and drive financial success.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Client Service Specialist
Tangerine Bank
09.2022 - 02.2025
- Manage product sales and service for GICs, RSPs, TFSAs, and RIFs, enhancing client satisfaction.
- Support business accounts and credit facilities, ensuring seamless client interactions.
- Utilize TSYS and Visa Resolve Online for efficient transaction processing.
- Advise clients with portfolios ranging from $50K to $500K, boosting financial growth.
- Negotiate interest rates, fostering long-term client relationships and trust.
- Fostered strong relationships with cross-functional teams to ensure seamless service delivery. Actively participated in team projects to improve client experience.
- Proposed and implemented creative solutions to address recurring client issues, resulting in a notable decrease in complaint frequency.
Financial Services Representative
CIBC
01.2022 - 09.2022
- Managed client accounts for credit products, enhancing customer satisfaction.
- Implemented debt consolidation, improving client financial stability.
- Facilitated migration of Capital One clients to CIBC, ensuring seamless transitions.
- Utilized TSYS TS2 for payment processing, expanding services to underbanked clients.
- Optimized client financial stability through strategic debt consolidation, while ensuring seamless transitions for Capital One customers to CIBC services.
- Streamlined credit product management, significantly enhancing customer satisfaction and retention rates in a competitive banking landscape.
Safety Ambassador Team Lead Supervisor
The West Egg Group
03.2021 - 03.2022
- Lead staff scheduling and training, ensuring seamless daily operations.
- Facilitate conflict resolution, fostering a collaborative work environment.
- Conduct regular meetings with team leads to address departmental challenges.
- Implement OHS protocols, enhancing workplace safety and compliance.
Video Game Tester (Freelance)
EA Sports
11.2020 - 06.2021
- Tested gaming devices for long-term performance, identifying bugs and ensuring smooth gameplay.
- Reported missing graphics and glitches, enhancing game quality and user experience.
- Verified controller durability and functionality, contributing to product reliability.
- Evaluated instant messaging features, ensuring seamless communication in games.
- Conducted detailed analysis and reporting, improving game development processes.
Education
Post-Graduate Certificate - Business Analytics
Seneca College
08.2021
Post-Graduate Certificate - Project Management in Information Technology
Canadore College
08.2020
Bachelor of Business Administration - Computer Applications
Suryadatta College of Management in Research and Technology
06.2019
Skills
- Strong written communication
- Effective problem resolution
- Organization
- Data analysis
- Proficient in managing multiple tasks
- Experienced with MS Office applications
- SAS statistical analysis
- Anaconda
- Visual Studio
- Eclipse
- Experience with TSYS systems
Certification
- Smart Serve Certified
- Google Accredited Certification in Digital Marketing
- OHSA Certification (Ontario Health and Safety Awareness)
- Shotokan Karate (1st Dan)
Languages
English
Bilingual or Proficient (C2)
Hindi
Bilingual or Proficient (C2)
Arabic
Intermediate (B1)
Timeline
Client Service Specialist
Tangerine Bank
09.2022 - 02.2025
Financial Services Representative
CIBC
01.2022 - 09.2022
Safety Ambassador Team Lead Supervisor
The West Egg Group
03.2021 - 03.2022
Video Game Tester (Freelance)
EA Sports
11.2020 - 06.2021
Post-Graduate Certificate - Project Management in Information Technology
Canadore College
Bachelor of Business Administration - Computer Applications
Suryadatta College of Management in Research and Technology
Post-Graduate Certificate - Business Analytics
Seneca College
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