Susanta Kumar Swain
Surrey
Summary
Professional banking specialist with comprehensive understanding of financial products and customer service excellence. Proven ability to assess client needs and offer personalized financial solutions. Valued team collaborator who adapts to changing priorities and consistently achieves results. Skilled in financial advising and client relationship management.
Overview
15
15
years of professional experience
Work History
Personal Banker
TD Canada Trust
01.2021 - Current
- Act as the subject matter expert in personal banking and business banking products/services, advising customers based on their personal and business needs
- Provide financial reviews, addressing customer concerns and recommending appropriate banking solutions
- Foster strong relationships with clients through consistent follow-up, outreach, and portfolio management
- Ensure accurate documentation and compliance with regulatory standards while facilitating all transactions
- Identify process improvements and actively participate in enhancing team knowledge and expertise
- Mentor and support colleagues with complex issues, maintaining high service and process standards
Personal Banking Associate
TD Canada Trust
01.2018 - 01.2021
- Contributed to achieving business objectives by identifying advice opportunities, referrals, and business growth strategies
- Delivered exceptional customer service, building relationships and promoting the full suite of TD’s banking products and services
- Assisted customers with digital banking, mobile, and ATM banking, enhancing their confidence in using new banking platforms
- Acted as a point of escalation for complex customer issues, ensuring quick and efficient resolution
- Supported branch operations by ensuring accurate and compliant documentation for all customer transactions
Customer Service Representative
ICICI Bank Canada
01.2017 - 01.2018
- Delivered superior customer service while maintaining an in-depth understanding of the bank’s products and services
- Processed transactions efficiently, ensuring high standards of accuracy and service
- Contributed to sales targets by promoting relevant bank products and services, cross-selling and referring customers where appropriate
- Handled customer inquiries, providing timely responses and ensuring a positive customer experience
Production Specialist
Krispy Kreme Doughnuts
01.2017 - 01.2018
- Ensured product quality by preparing doughnuts and other bakery products to meet company standards
- Operated doughnut-making equipment and adjusted processes to resolve issues
- Provided excellent customer service, contributing to a positive atmosphere within the store
Manager
AXIS Bank Ltd
01.2011 - 01.2017
- Managed customer acquisition and relationship-building activities, contributing to business growth
- Led efforts to meet sales targets related to foreign currency sales, life insurance, and other banking products
- Identified business development opportunities, generated leads, and deepened relationships with existing clients
- Provided excellent customer service by resolving queries and ensuring satisfaction
Unit Manager
SBI Life Insurance Co Ltd
01.2010 - 01.2011
- Recruited and trained new Insurance Advisors, conducting orientations and performance evaluations
- Managed daily operations, including scheduling and follow-ups, ensuring efficient unit performance
- Monitored and minimized unit expenditure while maximizing advisor performance and insurance sales
Education
MBA - Marketing & HRM
Punjab Technical University (PTU)
01.2010
BBA -
Punjab Technical University (PTU)
01.2008
Skills
- Customer Service Excellence
- Sales & Product Knowledge
- Communication Skills
- Multitasking & Organizational Skills
- Problem-Solving
- Team Collaboration & Leadership
- Compliance & Documentation
Additional Information
Fluent in English, Hindi, and Oriya., Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and banking systems., Strong understanding of digital banking trends and customer service technologies.
Languages
English
Full Professional
Hindi
Native or Bilingual
Timeline
Personal Banker
TD Canada Trust
01.2021 - Current
Personal Banking Associate
TD Canada Trust
01.2018 - 01.2021
Customer Service Representative
ICICI Bank Canada
01.2017 - 01.2018
Production Specialist
Krispy Kreme Doughnuts
01.2017 - 01.2018
Manager
AXIS Bank Ltd
01.2011 - 01.2017
Unit Manager
SBI Life Insurance Co Ltd
01.2010 - 01.2011
BBA -
Punjab Technical University (PTU)
MBA - Marketing & HRM
Punjab Technical University (PTU)
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