Vishwa Kalathiya

Operations Associate

Surrey, British Columbia, Canada3 yrs 6 mos experience

Highly Stable

Key Highlights

Over 5 years of banking and retail experience.
Proven track record in cash handling and sales growth.
Currently pursuing IFIC certification in financial services.

Stackforce AI infers this person is a Banking and Retail Specialist with a focus on customer service and sales.

Contact

Skills

Core Skills

Customer ServiceSalesTeam Leadership

Other Skills

Customer Relationship Management (CRM)Microsoft OfficeTeam CoordinationCash HandlingPoint of Sale (POS) SystemsPhone EtiquetteTeam OperationsBusiness SupportCalendaringOffice AdministrationCustomer ExperienceDirect SalesData EntryTime ManagementCustomer Support

About

Welcome to my LinkedIn profile! I'm Vishwa Kalathiya, A dedicated Banking and Retail Professional with over 5 years of experience managing branch operations, driving sales growth, and delivering exceptional customer service. Currently pursuing the IFIC certification to deepen my expertise in investment funds and financial services, I combine strong operational skills with a passion for helping clients achieve their financial goals. With a proven track record in cash handling, staff leadership, and process improvement, I thrive in fast-paced environments where accuracy and customer satisfaction are paramount. My background spans managing retail teams, optimizing branch workflows, and implementing strategies that increase revenue while maintaining regulatory compliance. I enjoy collaborating with teams, developing talent, and finding practical solutions to everyday challenges. I am excited to leverage my combined banking and retail experience along with my evolving finance knowledge to contribute meaningfully to the Canadian financial services sector.

Experience

3 yrs 6 mos

Total Experience

3 yrs 6 mos

Average Tenure

Current Experience

Prospera credit union

Member Services Specialist

Jan 2026 – Present · 5 mos · Coquitlam, BC · On-site

Greet members, build rapport, and effectively address service inquiries and concerns
Identify opportunities to deepen relationships by understanding member needs and recommending appropriate financial solutions
Collaborate with team members and business partners to ensure a seamless and positive member experience
Support members with personal banking needs through discovery conversations, including opening accounts, business profiles, and term deposits
Deliver exceptional service by providing backup support to team members when needed
Maintain accurate records of sales and service activities using CRM systems
Actively participate in sales meetings and contribute to achieving team goals
Engage in and support community initiatives to strengthen member relationships and brand presence

Customer Relationship Management (CRM)SalesCustomer Service

7-eleven

2 roles

Assistant store leader

Promoted

May 2025 – Apr 2026 · 11 mos

Supervise and coach a team of 12 associates, improving teamwork and service quality.
Increased store sales by focusing on personalized customer interactions and recommending additional products.
Handle up to $15,000 in cash per shift with zero errors, balancing tills daily.
Reduced inventory losses by 22% by running regular audits and tightening stock controls.
Supported financial reporting and daily reconciliation processes to ensure accurate store accounting.
Worked with vendors to add 30+ new products each quarter, helping boost sales and expand selection.

Microsoft OfficeTeam CoordinationCash HandlingTeam LeadershipSales

Senior Sales Associate

Sep 2022 – May 2025 · 2 yrs 8 mos

Point of Sale (POS) SystemsPhone Etiquette

Hdfc bank

Assistant Branch Manager

Jun 2020 – Aug 2022 · 2 yrs 2 mos · Surat, Gujarat, India · On-site

Led and supported a team of 20 staff, providing training that enhanced customer service and financial product knowledge.
Managed customer onboarding processes, increasing new client accounts and reducing wait times effectively.
Facilitated mutual fund sales and financial product recommendations, helping clients diversify investments and meet financial goals.
Educated customers about various investment options, including mutual funds, insurance, and savings plans, building trust and long-term relationships.
Collaborated with financial advisors to create tailored plans that aligned with client risk tolerance and objectives.

Team LeadershipCustomer Service