Vivek Jethwa
Contact Centre Representative III – Professional Lending Advisor
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About
Dedicated and customer-focused professional with 4 years of Canadian work experience, Including 3 years in the banking sector and 1 year in the retail industry. Proven the ability to manage client relationships, resolve customer inquiry efficiently, and uphold high service standards. Skilled in handling financial transactions, cross-selling banking products, and ensuring compliance with banking regulations.
Adept at working in fast-paced environments while maintaining accuracy and professionalism.
Experience
Contact Centre Representative III – Professional Lending Advisor at TD Canada Trust (2024-02 – 2026-01)
- Understood the overall portfolio of the client, and helped them to apply for Loans, Line of credit, and Credit Card.
- Achieved quality high performance in the year of 2025
- Called back customers to update the decision of application and guided them for further process.
- Explained the features and benefits of credit cards based on the customers' need and did cross-sell.
Contact Centre Representative II - Easyline Specialist at TD Canada Trust (2022-11 – 2024-01)
- Provided the most appropriate solutions to customers and advice on how TD's digital assets may help them further satisfy their demands, both now and in the future.
- Deal with more than 50 clients each day with their banking needs.
- Worked well as a team to solve client problems, increase the effectiveness of the advice team, and utilize and benefit from each other's knowledge.
- Met or exceeded call speed, accuracy and volume benchmarks on a consistent basis.
Customer Administrator – Intern at Webmount Studio (2022-03 – 2022-10)
- Prepared documents such as payroll and processing invoices bi-weekly.
- Responded to client emails and managing meeting schedules.
- Maintained records of payments made by the company for any expenses.
- Generated reports for the company and management through the internal system as well as Excel.
- Contributed to team effort by accomplishing related results as needed.
Customer Support Representative at Print Geek INC (2021-08 – 2022-02)
- Displayed excellent communication and interpersonal skills by identifying and properly addressing customer needs
- Politely handled telephone complaints and requests from more than 50 customers daily
- Closed deals and contracts through negotiation to increase revenue
- Ensured the prompt and effective delivery of our solutions in accordance with the demands and goals of our clients
- Used daily audits, and forecasts and monitor important account metrics
Education
Professional Financial Services – Fanshawe College (2022-01 – 2022-08)
Human Resource Management – ST. Clair College (2021-05 – 2021-12)
Bachelors in management studies in FINANCE – Mumbai University (2015-07 – 2018-06)

