Manpreet Kaur Kaur

About the Candidate

Manpreet Kaur

Email: manpreetkaurcad@gmail.com, Phone: +1 (289) 242 7708

 

Summary of Qualifications

 

•        Employed as Associate Financial Advisor with CIBC.

•        Worked as Personal Banking Associate with TD Canada Trust.

•        Successfully completed Canadian Security Course (CSC), Personal Financial Services Advice and Financial Planning 1 course from Canadian Securities Institute

•        Completed Financial Services Ontario College Graduate Certificate program from Algonquin College.

•        Master of Business Administrations (MBA) in Finance and Marketing

•        Bachelor of Commerce with Accounting. (Post-secondary education)

•        Completion of Grade 12

•        Computer literacy in MS Office Suite, internet/intranet, and job specific programs and other banking software such as Flex cube, Admin, and compass.

•        Excellent communication skill: multilingual: fluent in English, Hindi, and Punjabi.

•        Possess strong leadership and motivational skill: proven success in motivating and guiding team towards consistently achieving assigned target.

•        Highly energetic, detail oriented, problem solver, good team player and customer focused.

•        More than 11 years of relevant experience in a customer service environment, providing service to the public by telephone, in person, in writing and electronically in a multi-service environment, such as a on call and/or a counter service operation.

•        Knowledge of customer service delivery mechanisms, practices, and strategies to resolving customer related complaints

•        Knowledge of legislation & regulations, corporate policies & procedures along with the ability to apply.

 

 

Core Skills

Proven relationship building and client retention skills with integrity and respect.
Strong interpersonal and communication skills combined with excellent customer service skills especially during busy periods, stressful situations.
Communicate effectively and tactfully with staff, officials, and members of the general public by telephone and in-person.
Strong writing skills and ability to compose professional, clear, and concise responses to written inquiries.
Organize, multi-task and prioritize work.
Work independently and in a team setting
Possess an excellent attendance record.
Punctual, reliable, and dependable.
Flexible and adaptable to deal with varying situations.
Strong listening/comprehension skills
Strong organizational skills
Analytical and strategic thinking with decision making and judgement to achieve desired results.
Providing best in class client service by preparing results-oriented portfolio management plans.
Planning and organizing daily tasks due to variation in roles and adaptability.
Maintaining high levels of confidentiality with record keeping
 

Professional Experience

 

Associate Financial Advisor – Retail Banking                                                            03/2021- Present

CIBC

Help customers with their Mortgage, Home equity needs.
Help customers with their registered and non registered investment needs.
Help customers in day-to-day advice needs like account opening, credit card, service transactions, digital education, lending solutions, and customer problem resolution related to banking solutions.
Participate in the timely and accurate completion of business processes and procedures.
Help build a positive and equitable work environment by promoting team effectiveness, participating in personal performance development, and sharing industry knowledge to achieve common objectives.
Ensure prepared documentation is accurate, reflects business intentions, and is consistent with relevant regulations of Conduct and Ethic.
Identified referral opportunities to further grow the customer relationship collaborating with other business units like wealth management.
 

Personal Banking Associate – Retail Banking                                                            09/2019 -03/2021

TD Canada Trust

•        Helped customers in day-to-day advice needs like account opening, credit card, service transactions, digital education, lending solutions, and customer problem resolution related to banking solutions.

•        Participate in the timely and accurate completion of business processes and procedures.

•        Helped build a positive and equitable work environment by promoting team effectiveness, participating in personal performance development, and sharing industry knowledge to achieve common objectives.

•        Responsible as frontline staff with cash and non-cash transactions like Cheques, credit card payments, Bill Payments transactions, wire transactions.

•        Ensure prepared documentation is accurate, reflects business intentions, and is consistent with relevant regulations of Conduct and Ethic.

•        Identified referral opportunities to further grow the customer relationship collaborating with other business units like wealth management .

 

Assistant Manager – Retail Banking                                                                           08/2011 – 03/2018

Lakshmi Vilas Bank Limited (India)

 

https://www.lvbank.com

•        Built and maintained customer relationship through networks and referrals, resulting in growth of client numbers to 10 folds in 8 years.

•        Proactively engaged with customer to identify their needs through meaningful conversation.

•        Advised and offered financial solutions and products to meet customers’ everyday banking and investment needs.

•        Helped customers find new and alternate ways to bank by offering convenience and value of their time, retaining them on mobile and online banking channels.

•        Provided excellent relationship management, offered customized financial solutions, ensured long term customer retention and business development

•        Supervised a team of more than 10 staff members of bank branch.

•        Managed collection for Personal Loan, Mortgage and Business Loan

•        Analysed, reviewed, approved or rejected banking account and deposit applications in accordance with authorized limits.

•        Experienced managing a bank branch with more than 200 transactions per day.

 

 

Teller – Retail Banking                                                                                                 09/2009 – 08/2011

Lakshmi Vilas Bank Limited (India)

 

https://www.lvbank.com

•        Opened and activated savings, chequing and deposit accounts.

•        Issued, activated and resolved debit card, net banking and mobile banking services.

•        Rented deposit boxes.

•        Supported customer in several banking transactions.

•        Managed cash transactions, currency evaluations and maintained cash balance register.

•        Processed term deposits, drafts, pay orders, cheques and clearings as per authorized limits.

•        Informed customers about current banking and latest financial products.

 

Education

 

Ontario College Graduate Certificate course in Financial Services                                         2018 -2019

Algonquin College, Ottawa, Ontario, Canada

 

Master of Business Administrations (MBA) in Finance and Marketing                                2007 – 2009

ICFAI University, Dehradun India

(Canadian equivalent assessed by World Education Services)

 

Bachelor of Commerce with Accounting                                                                                 2004 – 2007

Kurukshetra University, Kurukshetra India

(Canadian equivalent assessed by World Education Services)

 

Awards

 

•        Best Employee of the year 2017 by achieving target and best customer service

•        Won Numerous Awards in monthly contests.