Priyanshi Patel

Cash Office Associate @ Walmart || CSC certified

Brantford, Ontario, Canada

About

Results-driven financial services professional with 3+ years of experience in customer support, payment solutions, account management, and compliance. Skilled in building strong customer relationships, negotiating payment arrangements, managing confidential information, and delivering exceptional service in fast-paced environments. Proven ability to meet performance targets while helping customers achieve positive financial outcomes.

Experience

  • Financial Services Representative at Gatestone
    Jan 2026 - Present · 7 mos

    Managed a high volume of customer accounts by assessing financial situations and recommending appropriate payment solutions. Communicated with customers to negotiate payment arrangements while maintaining professionalism and a positive customer experience. Reviewed account information to ensure accuracy, maintained detailed financial records, and handled confidential customer data in compliance with privacy and company policies. Built strong customer relationships through effective communication, active listening, and problem-solving skills. Consistently achieved performance goals in a fast-paced, results-driven environment while collaborating with internal teams to resolve customer issues and enhance overall service quality.

  • Walmart Canada (3 yrs 10 mos)
    • Office Associate
      Jan 2024 - Present · 2 yrs 7 mos

      Managed $80,000+ in daily financial transactions using SMART software, ensuring compliance with company policies, internal controls, and regulatory requirements. Analyzed complex financial data, applying technical knowledge to adapt to operational conditions in a fast paced workday environment. Scheduled appointments and made outbound calls using various communication tools, improving productivity and reducing administrative workload. Supported internal controls through filing, audits, reconciliations, and data management, maintaining accuracy and ethical standards. Assisted with software implementations and system updates, providing support during transitions to improve efficiency and accuracy. Enhanced customer service and client interactions by demonstrating empathy, patience, and professionalism.

    • Customer Service Specialist
      Oct 2022 - Present · 3 yrs 10 mos

      Provided top-tier customer experience by addressing inquiries, feedback, and resolving customer issues effectively. Demonstrated strong interpersonal skills, active listening, and a resourceful, confident approach to solving problems and improving service delivery. Responded promptly to customer needs and service requests with tailored solutions. Provided customer support, resolving issues related to inventory management, product availability, and sales transactions. Executed business development initiatives, resulting in significant revenue growth and expansion of the management team.