Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Certification
Timeline
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Rana Viswajeet

Meadowbank, NSW,NSW

Summary

Knowledgeable and dedicated financial professional with experience in Banking and Finance 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

13
13
years of professional experience
1
1
Certification

Work History

Senior Customer Service Representative

UBank
05.2022 - Current
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Summarized all key information regarding investigation into detailed report for delivery to Senior management.
  • Participated in staff meetings to discuss innovative strategies to improve services.
  • Educated customers about billing, payment processing and support policies and procedures.
  • Created and maintained databases to track customer discussions and preferences for accurate, updated records.
  • Managed and responded to team-leading volume of chats submitted via slack.
  • Investigated and resolved account issues by offering applicable options to customers.
  • Met customer call guidelines for service levels, handle time and productivity with exceptional performance.
  • Trained new personnel regarding company operations, policies and services.
  • Used critical thinking to break down problems, evaluate solutions and make decisions in dispute involving cases.
  • Hands on Experience in Closure cases , Service E-mails , Hello E-mails , Maintaining Dispute cases , Home loan enquires, Fraud enquires.
  • Collaborated with team members to discuss fraud trends and brainstorm methods to combat this type of crime.
  • Maintained knowledge on banking products and distribution to provide optimal service support.
  • Coached and trained staff on fraud prevention techniques to increase awareness and reduce risk.
  • Hands on Experience on several internal software's like Cuscal / DA/ CRM/ Jira.

Customer Service Representative

Probe
11.2020 - 05.2022
  • Answered constant flow of customer calls with minimal wait times.
  • Offered advice and assistance to customers, paying attention to special needs or wants.
  • Analyzed customer needs before sending or completing tasks.
  • Gathered records pertinent to specific problems, reviewed for completeness and accuracy and attached records to correspondence as necessary.

Principal

Ch. Dalel Singh ITI College
04.2016 - 08.2018
  • Oversaw schedule management and protocols for orientation, registration and related activities.
  • Cultivated positive relationships between community members, school students and teachers.
  • Mentored newly hired educators and provided encouragement and feedback.

Senior Engineer

AVG Electronics
08.2012 - 04.2015
  • Developed new programs to control machine operations.
  • Monitored machined during trial runs to verify program accuracy.
  • Prepared documentation for machine controllers to guide setup and operation.
  • Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.

Education

MBA - Finance

University of Wollongong
08.2020

Bachelor of Engineering - Electronics And Communications Engineering

Uttar Pradesh Technical University
06.2012

Skills

    Financial Services & Lending Knowledge

    Digital Product Support & Enhancement

    Strong Problem-Solving & Collaboration

    KPI Monitoring & Process Optimization

    Customer Account Management & Dispute Resolution

    Microsoft Excel, Outlook

    Written & Verbal Communication

    Data Entry & Detail Orientation

Accomplishments

  • Fast track Promoted to Senior advisor within 1 year
  • Received Multiple HighFives and appreciation for supporting and delivering items for other teams
  • Product Promotion - Up-sold products and motivated customers to upgrade current product plans.
  • Conflict Resolution - Recognized and Appreciated for handling customer relationship management
  • Received several appreciation feedback from Customers which involves High net worth individuals.
  • Delivered projects with 100% accuracy before the deadline.
  • Have been in the top performers list several times through out my tenure.
  • Have been tester for multiple software upgrades within the firm

Certification

  • Aged Care Advocate
  • National Cadet Cops Level C
  • State Volleyball Player
  • MVP Canberra Volleyball Cup

Timeline

Senior Customer Service Representative

UBank
05.2022 - Current

Customer Service Representative

Probe
11.2020 - 05.2022

Principal

Ch. Dalel Singh ITI College
04.2016 - 08.2018

Senior Engineer

AVG Electronics
08.2012 - 04.2015

Bachelor of Engineering - Electronics And Communications Engineering

Uttar Pradesh Technical University

MBA - Finance

University of Wollongong
Rana Viswajeet