Nayana Patel
About Nayana Patel
Nayana Patel is an Associate Financial Advisor at CIBC with a strong background in branch banking and expertise in sales within the banking industry.
Current Position at CIBC
Nayana Patel currently holds the title of Associate Financial Advisor at CIBC. Since 2021, she has been providing clients with tailored financial advice, helping to enhance the customer experience within the branch banking system. Her role involves a comprehensive understanding of finance, ensuring that customers receive personalized and effective financial solutions.
Previous Roles at CIBC
Before assuming her current role, Nayana Patel served in multiple capacities at CIBC. From 2020 to 2021, she worked as a Senior Financial Services Representative, following her role as a Financial Services Representative from 2013 to 2020. Earlier in her career, from 2006 to 2007, she was involved in Mortgage Tax Administration at CIBC. These roles have allowed her to build a robust foundation in financial services and customer support.
Career Experience at Scotiabank
Nayana Patel's professional journey also includes a significant period at Scotiabank. From 2008 to 2013, she worked as a Customer Support - Sales & Service representative. In this role, she was responsible for providing exceptional customer service and contributing to sales initiatives, which further broadened her expertise in the financial sector.
Education and Diplomas
Nayana Patel has a diverse educational background. She earned a Diploma in Accounting from CDI College, where she studied from 2003 to 2004. Her academic credentials also include a Bachelor’s degree in Home Science from M.S. University in India, achieved between 1988 and 1991. This blend of education has equipped her with a broad understanding of both the scientific and financial aspects of her work.
Early Career and Customer Service Experience
At the onset of her career, Nayana Patel garnered valuable customer service experience at The Bay. From 2003 to 2006, she worked as a Customer Service Representative in Yorkdale Mall. This role helped her develop strong interpersonal skills and an ability to address customer needs effectively, laying the groundwork for her subsequent positions in the banking industry.