Hi, I'm
Dharmik Patel
Personal Banker
3+
Years Of Experience
2+
Projects Completed
2+
Certifications
My Skill Set
Integrating Digital Banking Tools with Data-Driven Financial Operations
Customer & Transaction Management
Manages high-volume financial transactions and customer interactions using POS and CRM systems, ensuring accuracy and client satisfaction.
Financial Reporting & Analysis
Analyzes financial records and performance data using Excel and digital dashboards to maintain 98% accuracy and audit compliance.
Workflow Optimization & Compliance
Implements automated reporting and process checklists, improving operational efficiency by 15% and ensuring consistent compliance adherence.
Why Choose Me
My Experience Area
Experience
Tim Hortons
Roles & Responsibilities
● Processed 200+ financial transactions daily, maintaining 100% audit compliance.
● Served 150–200 customers per shift with accuracy and quick issue resolution.
● Upheld hygiene and confidentiality standards with complete regulatory adherence.
● Increased workflow efficiency by 15% via reporting automation and task prioritization.
● Conducted quality audits achieving 90%+ customer satisfaction.
Bar Burrito
Roles & Responsibilities
● Supervised 5–7 staff ensuring 100% compliance with operational quality benchmarks.
● Resolved 95% of customer escalations through structured issue-tracking systems.
● Created onboarding guides reducing training time by 30%.
● Implemented digital scheduling optimizing labor efficiency by 25%.
● Monitored performance via dashboards improving throughput across service units.
Viaan Solutions
Roles & Responsibilities
● Processed and verified 200+ client financial records weekly with 98% accuracy.
● Reconciled account data reducing processing delays by 15%.
● Maintained audit-ready documentation aligned with compliance protocols.
● Delivered customer support ensuring 100% SLA adherence.
● Prepared performance summaries optimizing operational reporting efficiency by 25%.
DEGREE
EDUCATION
Post-Graduate Certification in Financial Technologies
September 2023 – April 2024
Post-Graduate Certification in Human Resources Management
September 2024 – April 2025
Professional Recognition & Feedback
Dependable & Customer-Focused Professional
Store Manager
Tim Hortons
Operationally Efficient Leader
Supervisor
Bar Burrito