Shailja Jain

Background

About Shailja Jain

I am an experienced professional with a proven track record in both logistics and customer service, transitioning into the banking industry. With a background in handling complex logistics, sales, and customer support functions, I bring strong problem-solving abilities, a keen focus on efficiency, and a customer-first mindset that I believe will translate well into the banking and financial services domain. Over the course of my career, I have handled large-scale operations, including managing revenue of over $1 million per quarter in the import/export and SaaS platform space. My role as a Sales and Customer Support Specialist for NJ Tradesource Inc. involved overseeing all aspects of export sales, from order placement to final documentation. This included negotiating with freight companies, coordinating with shipping lines, and resolving customer queries, all while ensuring seamless execution in a tech-enabled, automated business process. In this role, I was able to implement technology-based automation, reducing costs by 35%, increasing profitability by 15%, and minimizing errors to enhance overall customer satisfaction. My ability to manage customer relationships and retain clientele through effective problem resolution has resulted in a 40% increase in customer retention and lead conversion. I am highly proficient in MS Office, CRM systems, Salesforce, and SaaS platforms, allowing me to streamline business operations. I have also been recognized for my ability to improve organizational efficiency, having spearheaded the digitization of documentation and record-keeping processes in previous roles, which drastically reduced the error rate and improved overall productivity. In addition to my logistics expertise, I am currently pivoting toward the banking sector, with a strong passion for customer service and sales within a retail banking environment. I am currently pursuing the Canadian Securities Course (CSC®) from the Canadian Securities Institute to broaden my knowledge of banking products and investment services. Having developed strong client support skills in fast-paced environments, I am confident in my ability to thrive in the banking industry, helping customers navigate their financial needs while providing tailored banking solutions. My adaptability, commitment to continuous learning, and dedication to delivering an outstanding customer experience position me as a strong candidate for banking advisory or teller roles.