SHIVANI MHATRE
Burlington
Summary
Customer service professional with experience in financial services, credit card sales, insurance operations, and guest-facing service. Strong communication, accuracy, and customer problem-solving skills. Skilled in building relationships, handling sensitive information, and delivering solutions-focused service. Actively developing banking knowledge to grow into teller and customer experience roles.
Overview
2027
2027
years of professional experience
Work History
Banking Associate
TD Bank
Haverhill, MA
2026 - Current
- Assisted customers with account inquiries and transaction processing
- Streamlined daily operations by organizing documentation and maintaining accurate records
- Supported team in achieving service excellence through effective communication and problem resolution
Customer Service Server
The Treasury
Burlington, MA
07.2022 - Current
- Served 150+ guests daily while maintaining professional and positive service.
- Resolved customer concerns within minutes, achieving consistent satisfaction.
- Ensured accuracy in orders, payments, and special requests.
- Built strong rapport with repeat customers through friendly and attentive service.
Credit Card Sales Representative
Axis Bank
Mumbai, India
04.2021 - 03.2022
- Helped customers understand card benefits, improving conversions by 20%.
- Onboarded 30–40 customers weekly with 95% documentation accuracy.
- Educated clients on financial products, leading to increased engagement.
Motor Insurance Executive
ICICI Lombard
Mumbai, India
06.2020 - 05.2021
- Processed 50+ motor insurance claims with 98% accuracy.
- Ensured zero compliance issues through careful documentation checks.
- Assisted clients with claim status, paperwork, and updates.
Education
Bachelor of Arts - undefined
D.G. Ruparel College
undefined
D.Y. Patil University School of Hospitality
undefined
Auxilium Convent High School
Hospitality & Customer Interaction Training
Grand Hyatt
MumbaiSkills
- Customer communication & relationship building
- Accuracy in documentation & data entry
- Cash handling basics (self-learning)
- Problem-solving & conflict resolution
- Multitasking in high-volume environments
- Understanding of banking products (training)
- Compliance awareness & fraud prevention basics
- Team collaboration & professionalism
LANGUAGES
English — Full Professional
Hindi — Full Professional
Marathi — Native/Bilingual
BANKING TRAINING (Self-learning)
- Understanding checking & savings accounts
- Debit card & credit card handling basics
- Fraud & security basics (KYC awareness)
- Cash drawer balancing (practice modules)
- Customer onboarding & service steps
OBJECTIVE
Seeking a teller or customer service representative opportunity where I can apply my customer communication skills, financial services background, and developing banking knowledge to support clients and contribute to a strong team environment.
Timeline
Customer Service Server
The Treasury
07.2022 - Current
Credit Card Sales Representative
Axis Bank
04.2021 - 03.2022
Motor Insurance Executive
ICICI Lombard
06.2020 - 05.2021
Bachelor of Arts - undefined
D.G. Ruparel College
undefined
D.Y. Patil University School of Hospitality
undefined
Auxilium Convent High School
Hospitality & Customer Interaction Training
Grand Hyatt
Banking Associate
TD Bank
2026 - Current