Shamila Abbas

Experience

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  YM INC.

  Jun 2010 - Sept 2011

  Sales Associate

  -Worked quickly and effectively in fast paced environment.-Calmly and professionally handled volatile situations in person and by phone. -Worked collaboratively with the team. -Strong Communication and Customer Service Skills. -Resolved customer issues with a positive and helpful manner.

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  The Children's Place

  Nov 2011 - Apr 2015

  Cashier / Sales Representative

  -Effectively performs supervisory duties of the head cashier by delegating duties to the cashiers and -sales associates, manage different tasks and duties. -Resolves customer’s issues regarding various situations. -Demonstrates flexibility to adapt to a constantly changing environment. -Handles money, refund and exchanges. -Helped set up the store during renovation.

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  SolarVantage Inc.

  Apr 2015 - Oct 2016

  Assistant Finance Manager

  -Processed and prepared financial and business forms-Performed routine calculations to produce analyses and reports as requested by the finance director-Helped oversee and manage clients' accounts-Created, sent, and followed up on invoices-Collected and entered data for various financial spreadsheets-Reviewed and audited financial statements and reports, ensured all calculations and data entries are correct-Answered question and provided assistance to customers, and clients as needed-Suggested changes or improvements to increase accuracy, efficiency, and cost reductions. Show less

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  TD

  Nov 2016 - Aug 2019

  • Engage customers in conversation to understand and meet their current and future financial needs by proactively providing them with advice and appropriate products and services• Identify and refer customers to team members and internal Bank partners as appropriate• Provide sound advice at every customer interaction to create a positive customer experience• Ensure customer problems are handled appropriately, escalating issues when necessary• Actively participate in the performance management process Show less • Create a legendary customer experience at every interaction and look for ways to contribute to the ongoing improvement of the overall branch customer experience.• Complete financial transactions such as deposits, withdrawls, bill payments and other account transactions for customer in an accurate and efficient manner.• Ensure customer problems are handled appropriately, escalating issues when necessary.• Engage customers in conversation to understand and meet their current and future financial needs by proactively providing them with advice and appropriate products and services.• Identify sales and opportunities and refer customers to appropriate team members.• Ensure necessary due diligence to support the accuracy of all customer transactions. Show less

  • Financial Service Representative / Investment Consultant

    Jan 2018 - Aug 2019

  • Customer Service Representative

    Nov 2016 - Jan 2018
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  CIBC

  Aug 2019 - Feb 2020

  Senior Financial Services Representative
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  TD

  Feb 2020 - May 2022

  Financial Advisor
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  Embark Student Corp.

  Jan 2022 - now

  • Team Manager

    Jan 2023 - now

  • Education Savings Specialist

    Jan 2022 - Jan 2023