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Sahithi Yarlagadda

Sahithi Yarlagadda

Sales Associate

Followers of Sahithi Yarlagadda653 followers
location of Sahithi YarlagaddaVancouver, British Columbia, Canada

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  • Timeline

  • About me

    Financial Solutions Manager at Prospera Credit Union

  • Education

    • Thompson Rivers University

      2017 - 2020
      Bachelor of Business Administration - BBA

  • Experience

    • Toys"R"Us

      Nov 2017 - Jan 2018
      Sales Associate

    • Aramark Canada

      Jan 2018 - Mar 2020
      Starbucks Barista

    • Domino's

      Apr 2018 - Aug 2018
      Customer Service Representative

    • TD

      Jan 2020 - Feb 2023

      •Delivered quality customer experience and recommended operational improvements•Assisted the team by respecting coworkers and staying dedicated •Processed financial transactions as per standardized operational procedures, industry regulations and TD’s Code of Conduct and Ethics •Responded and resolved customer’s concerns and escalated non-standard activities, as necessary•Achieved assigned goals and business objectives by promoting banking solutions and completing business processes Show less

      • Personal Banker

        Mar 2022 - Feb 2023

      • Personal Banking Associate

        Apr 2021 - Mar 2022

      • Customer Experience Associate

        Jan 2020 - Apr 2021

    • Prospera Credit Union

      Feb 2023 - now
      Financial Solutions Manager

      • Collaborate with the marketing team to create promotional campaigns and initiatives to attract new customers• Collaborated with various departments to implement process improvements and enhance operational efficiency• Conducted regular audits to ensure adherence to operational policies, procedures and regulatory requirements• Achieved and consistently exceeded sales targets, recognized as a top-performance financial sales representative• Assisted customers with investment account openings, loan applications and other financial transactions• Conducted financial needs assessments and recommended appropriate products and services based on customer requirements• Built a fair, positive and equitable environment by promoting team effectiveness, maintaining positive attitude and improving knowledge of emerging industry trends and programs constantly• Mitigating financial and reputational risk and reporting potential fraud to management. Developing business plans to bridge gaps in business processes, identifying KPIs and monitoring the results Show less

    • CREDENTIAL ASSET MANAGEMENT INC.

      Mar 2023 - now
      Mutual Fund Representative

      Mutual funds are offered through Credential Asset Management Inc.

  • Licenses & Certifications

    • Investment Funds in Canada (IFC)

      Canadian Securities Institute
      Feb 2022
      View certificate certificate

  • Honors & Awards

    • Awarded to Sahithi Yarlagadda
      Undergraduate Research Experience Award Thompson Rivers University Mar 2020 • Developed research proposal for the entitled project• Performed literature searches as directed by the project mentor• Collected relevant data and performed analysis for compiling data reports in the field of logistic services• Prioritized courses of action based on the analyzed information• Documented and presented findings that establish the relationship between logistics service quality, customer satisfaction and loyalty
    • Awarded to Sahithi Yarlagadda
      Dean's List Winter 2018 - Recognition of outstanding academic achievement during the academic year Winter 2018
    • Awarded to Sahithi Yarlagadda
      Dean's List Winter 2020 - Recognition of outstanding academic achievement during the academic year Winter 2020

  • Volunteer Experience

    • Event Coordinator

      Issued by Thompson Rivers University on Oct 2017
      Thompson Rivers UniversityAssociated with Sahithi Yarlagadda

    • Front Office Clerk

      Issued by Habitat for Humanity Kamloops on Jan 2018
      Habitat for Humanity KamloopsAssociated with Sahithi Yarlagadda