Shreyanshi Patel

Financial services professional with experience in retail banking, lending, and customer relationship management within credit union and banking environments. Skilled in managing client portfolios, conducting financial needs assessments, and recommending tailored solutions including loans, mortgages, credit cards, and investment products such as mutual funds. Proven ability to build strong client relationships, generate new business through referrals, and consistently meet sales and service targets.

Experienced in processing lending applications, supporting mortgage documentation, and ensuring compliance with financial regulations while delivering high-quality customer service.

Financial Advisor - Connexus Credit Union - Lemberg, SK

(2024-01)

• Managed a diverse client portfolio by providing personalized financial advice on banking, lending, and investment products.
• Assessed client financial goals and recommended appropriate solutions including loans, mortgages, credit cards, and investment products.
• Originated and processed consumer lending applications, including personal loans, lines of credit, and mortgages, ensuring compliance with credit policies.
• Conducted financial needs assessments to identify opportunities for wealth management, insurance, and investment solutions.
• Supported clients with mutual fund investments and portfolio reviews aligned with risk tolerance and financial objectives.
• Assisted clients with account openings, product onboarding, and day-to-day banking services while maintaining strong service standards.
• Prepared and reviewed mortgage applications, completing preliminary underwriting and submitting files for final approval.
• Consistently met or exceeded sales and service targets through proactive client engagement and relationship building.
• Generated new business through referrals, relationship management, and community engagement.
• Ensured accurate documentation and compliance with regulatory requirements and internal credit union policies.
• Collaborated with branch teams and specialists to deliver integrated financial solutions to members.

Financial Services Representative II - CIBC (Canadian Imperial Bank of Commerce) - Regina, SK

(2022-06 - 2023-12)

• Helped customers find specific products, answered questions and offered product advice.
• Engaged customers in friendly, professional dialogue to determine needs.
• Answered incoming telephone calls to provide store, products and services information.
• Completed daily recovery tasks to keep areas clean and neat for maximum productivity.
• Worked with fellow sales team members to achieve group targets.
• Refers qualified leads to the Credit Representative for further assessment and approval.
• Collected payments and provided accurate change.
• Answered product questions with up-to-date knowledge of sales and promotions.
• Developed trusting relationships with customers by making personal connections.
• Assessed customer needs to provide assistance and information on product features.
• Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices.
• Sold various products by explaining unique features and educating customers on proper application or usage.
• Logged and monitored client service cases within E-CRM workflow systems, ensuring accurate documentation of customer requests for statements, tracking case progress, and supporting timely issue resolution.
• Assisted teammates with sales-processing tasks to meet daily sales goals.
• Used technology resources to assist customers in locating and selecting items.
• Tracked company inventories, moved excess stock and arranged products to improve sales.
• Adhered to company initiatives and achieved established goals.
• Increased purchase amounts by cross-selling with similar products.
• Obtained signatures for financial documents and internal and external invoices.

Internship Trainee - UNION LIGHTING & DÉCOR - Montreal, QC

(2021-04 - 2021-06)

• Collaborate with senior interior designers to assist in the creation of design concepts and mood boards for residential and commercial spaces.
• Participate in client meetings and presentations, contributing ideas and assisting in the visualization of design concepts.
• Assist in space planning, furniture layout, and selection of furnishings, lighting, and decor elements based on design principles and client preferences.
• Research and source materials, finishes, and products that align with project requirements, budget constraints, and design aesthetics.
• Create and modify digital design renderings and presentations using design software (e.g., AutoCAD, SketchUp, Adobe Creative Suite).
• Assist in the preparation of detailed design documentation, including floor plans, elevations, and material specifications.
• Help organize and maintain design sample libraries, ensuring materials are cataloged and easily accessible.
• Support the coordination of installations, site visits, and project meetings as needed.
• Collaborate with other departments, such as sales and procurement, to ensure a seamless design and purchasing process.
• Stay updated on current design trends, materials, and industry best practices to contribute innovative ideas to projects.

Diploma - AEC Interior Design - Herzing College (2019 - 2021)

Bachelor - Interior Design - United World Institute Of Design (2013 - 2017)