Sonali Goyal
About Sonali Goyal
Sonali Goyal is a Financial Services Representative II at CIBC in Toronto, Canada, with extensive experience in financial services and customer relations.
Company
Sonali Goyal is currently working at CIBC, a major Canadian bank, as a Financial Services Representative II in the Toronto, Canada Area since 2017. Her role includes promoting financial products like Tax-Free Savings accounts, RRSPs, GICs, and mutual funds. She is involved in identifying client needs and acquiring new business through lobby leadership plans.
Title
Sonali Goyal holds the title of Financial Services Representative II at CIBC. In this role, she demonstrates and advises clients on various banking options including ATM, Telephone, Mobile, and Online Banking. Her expertise also extends to using tools such as Financial Health Check and Net Worth planners to align financial solutions with client goals.
Education and Expertise
Sonali Goyal has a comprehensive educational background in finance and business. She completed a Bootcamp in Financial Technology from the University of Toronto in 2021. She also holds a Financial Services Essential certificate from Seneca College of Applied Arts and Technology, completed in 2015. Prior to this, she achieved a Master of Business Administration (MBA) from Punjab Technical University, India, from 2008 to 2010, and a Bachelor's Degree in Mathematics and Economics from Guru Nanak Dev University, completed in 2008. Her expertise covers a wide range of financial products and client advisory services.
Professional Background
Sonali Goyal has a robust professional background with experience across various financial and customer service roles. She started her career at R.K Maheshwari & Co. in India as a Financial Services Representative (2010-2012). She then moved to Canada, working at T-Shirt County as a Customer Service Representative (2012-2013) and at Friendly Income Tax Services as an Administrative Assistant (2013-2014). Additionally, she worked as a Sales Representative at Knewsales Group (2014) before joining CIBC as a Personal Banking Representative (2015-2017) and subsequently as Financial Services Representative II.
Client Services and Problem Resolution
Sonali Goyal is proficient in resolving client problems by adhering to problem resolution standards and policies. Her responsibilities include promoting financial products and utilizing tools like Financial Health Check and Net Worth planners to offer tailored financial solutions. She participates in lobby leadership initiatives to acquire new business and demonstrates various banking options to clients, ensuring a comprehensive understanding of their financial needs.