Dharmik Mandaviya
Customer Service Associate @ Scotiabank
About
Economics graduate. IFIC certified. CIRE completed April 2026.Currently a Customer Experience Associate at Scotiabank Windsor — building the foundation for a long-term career in wealth management.2+ years across compliance-driven, high-volume environments. Trained associates, managed escalations, and handled sensitive client situations with accuracy and discretion.Also hold an AI in Wealth Management certificate (University of Illinois) — because the best advisors will understand both people and technology.
Canada
Greater Windsor Metropolitan Area
Transportation/Trucking/Railroad
Retail Banking, Financial Services, Sales and Business Developement, Retirement Planning, FinTech Tools, Wealth Management Services, Financial Planning, Customer Relationship Management (CRM), Needs Assessment, Compliance & Documentation, Active Listening, Verbal Communication, Conflict Resolution, Problem Solving, Complaint Handling, Interpersonal Skills, Customer Needs Assessment, POS Operation, Time Management, Teamwork & Collaboration
Experience

Customer Service Associate
Windsor, ON
• Delivering exceptional customer service at ScotiaBank, handling daily banking transactions and resolving customer inquiries with accuracy and professionalism. • Identifying customer needs and referring clients to appropriate financial products and services, contributing to branch sales targets and digital banking adoption. • Maintaining strict adherence to compliance protocols, AML guidelines, and internal controls in a federally regulated banking environment. • Leveraging IFIC certification and CIRE completion to provide informed guidance on investment and banking products to customers. • Supporting branch operations through accurate cash handling, documentation, and end-of-day balancing procedures.

Uniform Asset Protection (Customer Support)
Uxbridge, ON
- Served as a front-line customer-facing representative, ensuring a safe, professional, and trustworthy environment—directly aligning with client trust and service standards in banking. - Identified, assessed, and responded to risk indicators in real time while strictly following policies and procedures, demonstrating a strong compliance and risk-management mindset. - Handled sensitive customer interactions calmly and professionally, de-escalating situations and maintaining confidentiality—skills essential for financial services and client advisory roles. - Accurately documented incidents and observations, maintaining clear, audit-ready records comparable to banking documentation and compliance reporting. - Collaborated with leadership and internal teams to escalate issues appropriately, showing accountability and adherence to structured escalation protocols. - Proactively supported customers with guidance and issue resolution, reinforcing a client-first approach and relationship-building skills transferable to branch banking roles.

Learning Ambassador
Amazon
Whitby, ON
As a Learning Ambassador at Amazon, I played a pivotal role in enhancing associate performance and safety. My responsibilities included teaching effective work methods and ensuring a secure work environment. I focused on fostering a culture of learning and efficiency, which contributed to a more productive workplace.

Interim Process Assistant.
Amazon
Whitby, Ontario, Canada
Interim Process Assistant Position at YHM6 Whitby Amazon Sort Centre As an Interim Process Assistant at the YHM6 Whitby Amazon Sort Centre, I play a crucial role in supporting the daily operations and logistics processes within the facility. My responsibilities include: Key Responsibilities - Coordinating Daily Operations: I assist in the coordination and execution of daily sort operations, ensuring that everything runs smoothly and efficiently. - Monitoring Workflow: I keep a close eye on the workflow, identifying any bottlenecks or issues that may arise, and work proactively to resolve them. - Supporting Productivity Goals: I collaborate with my team to meet productivity targets while maintaining high-quality standards in our sorting processes. - Inventory Management: I handle tasks related to inventory management, ensuring accurate tracking of packages and minimizing discrepancies. - Effective Communication: I communicate effectively with my team members and supervisors, sharing insights and addressing any challenges that may come up. - Promoting Safety: I adhere to safety guidelines and actively promote a safe working environment for myself and my colleagues. Skills and Qualifications In this role, I leverage my strong organizational skills and attention to detail to thrive in a fast-paced environment. While experience in logistics or warehouse operations is beneficial, my adaptability and willingness to learn are key assets that help me succeed in this position. I understand the importance of flexibility in working hours, including nights and weekends, to meet the operational needs of the sort center. Overall, my role as an Interim Process Assistant allows me to contribute meaningfully to the efficiency and effectiveness of the YHM6 Whitby Amazon Sort Centre, while also developing my skills in a dynamic and exciting environment.

Warehouse Associate
Amazon
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