Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Certification
Timeline
Generic

Akashdeep Saran

Langley,BC

Summary

Successful at excelling in fast-paced, competitive banking environments. Good sales and customer service abilities paired with in-depth knowledge of bank products and services. Proficient in updating accounts, processing transactions and coordinating records. Goal-driven banking professional well-versed in managing diverse customer needs with speed and efficiency. Maximizing satisfaction and bank revenue through hands-on service and support, knowledgeable product recommendations and persuasive communication skills.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Personal Banking Advisor

Royal Bank Of Canada
07.2018 - Current
  • Evaluated client financial positions and identified most appropriate banking products.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
  • Balanced teller drawers and ATM cash.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Processed customer applications and approved loans in accordance with bank policy.
  • Educated customers on features and benefits of banking products and services.
  • Developed and maintained strong customer relationships, providing exceptional service and advice.
  • Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
  • Provided advice on different bank products and financial options.

Store Associate

Costco
08.2017 - 06.2018
  • Maintained tidy and organized store to comply with cleanliness standards.
  • Monitored sales floor and merchandise displays for presentable condition, taking corrective action such as restocking or reorganizing products.
  • Answered customer questions about products and services, helped locate merchandise, and promoted key items.
  • Opened, shelved and merchandised new products in visually appealing and organized displays for optimal sales promotions.

Furniture Mover

Big Boys Furniture
06.2016 - 01.2017
  • Loaded and unloaded trucks with customer possessions or merchandise
  • Followed verbal and written instructions to properly move and ship products.
  • Moved furniture and boxes using utility dolly and truck ramp.
  • Arranged items at destination according to customer requests and instructions.

Education

Associate of Arts - Business

University of Fraser Valley
Abbotsford
2020

High School Diploma -

Rick Hansen Secondary
Abbotsford, BC
2016

Skills

  • Consumer Banking
  • Cross-Selling and Partner Referrals
  • Bank Sales
  • Regulatory Compliance
  • Financial Institution Regulations

Accomplishments

  • Awarded "Quarterly Winner Q4 " Award in 2018.
  • Awarded "Quarterly Winner Q1" Award in 2019.
  • Awarded "Quarterly Winner Q3" Award in 2019
  • Awarded "Change Agent" Award in 2019.
  • Awarded "Quarterly Winner Q2" Award in 2020.
  • Awarded "East Fraser Valley Collaborator Club " Award in 2021.
  • Awarded "Quarterly Winner Q1" Award in 2023.

Languages

English
Native or Bilingual
Punjabi
Native or Bilingual

Certification

  • Canadian Investment Funds Course
  • Personal Financial Services Advice

Timeline

Personal Banking Advisor

Royal Bank Of Canada
07.2018 - Current

Store Associate

Costco
08.2017 - 06.2018

Furniture Mover

Big Boys Furniture
06.2016 - 01.2017

Associate of Arts - Business

University of Fraser Valley

High School Diploma -

Rick Hansen Secondary

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Akashdeep Saran