Ravi Joshi

Experience

• 

  Scotiabank

  Sept 2017 - Aug 2021

  Customer Service Representative

  Promote customer satisfaction and loyalty by processing client’s deposits, withdrawals, and other day to day transactions quick, efficiently, and in a friendly manner in order to promote operational efficiency and overall client experience. Strengthen and retain customer relationships through sales and support by identifying/anticipating customer needs in order to promote bank products/services or make appropriate referrals in order to ensure all client’s needs are met. Detected fraudulent transactions by adhering to bank KYC and AML/ATF policies in order to mitigate bank loss, ensuring reputational integrity, and preventing account takeovers Show less

• 

  Scotia Wealth Management

  Aug 2021 - now

  • Account Manager

    Feb 2023 - now

  • Account Associate

    Aug 2021 - Feb 2023