SUMANBIR KAUR
Brampton
Summary
Dedicated Customer Service and Banking professional with proven expertise in client relationship management, financial advising, and issue resolution. Skilled in delivering accurate, timely solutions while ensuring compliance and enhancing customer satisfaction.
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Overview
8
8
years of professional experience
1
1
Certification
Work History
Senior Banking Advisor
RBC Royal Bank
08.2025 - Current
- Deliver personalized banking advice to a diverse portfolio of personal and small business clients, with a strong focus on credit cards, lending, and day-to-day banking solutions.
- Recommend and open appropriate banking products based on client needs and life goals.
- Drive credit card acquisition and activation by identifying opportunities, explaining benefits, and completing applications in line with bank compliance and credit policies.
- Increased client satisfaction by providing personalized banking solutions and financial advice.
- Extended and sustained relationships with customers to maintain and grow business.
- Educate clients on digital banking tools and self-service options to improve convenience and engagement.
Cards Advisor
RBC Royal Bank
08.2022 - 07.2025
- Served as a primary point of contact for credit card servicing inquiries and account management.
- Delivered timely, accurate responses and guidance on features, balances, and transactions.
- Coordinated with cross-functional teams to resolve complex client issues effectively.
- Identified opportunities to cross-sell products while ensuring a client-focused approach.
- Ensured compliance with bank service standards and regulatory guidelines.
Customer Service Representative Agent
Sitel TeleServices
01.2022 - 08.2022
- Maintained customer satisfaction with forward-thinking strategies focused on addressing needs.
- Assisted customers with account balances, loan applications, and new service sign-ups.
- Handled accounting transactions, interest calculations, and funds transfers.
- Educated customers on digital banking platforms.
Concierge Supervisor
First Security Protection Services Inc
11.2018 - 12.2021
- Coached and developed team members for continuous growth.
- Tracked and optimized team metrics including production and customer satisfaction.
- Explained security policies and resolved client issues effectively.
Concierge
First Security Protection Services Inc
01.2018 - 10.2018
- Greeted visitors, offered assistance, and handled reservations.
- Ensured smooth check-ins/outs and built customer rapport.
Crew Leader
Cinnabon
08.2017 - 12.2017
- Assigned tasks, trained staff, and monitored progress.
- Communicated effectively with management, team, and customers.
- Ensured compliance with payment security standards.
Education
Global Business Management
Humber College
Toronto, ON08.2018
Masters of Commerce - Business Management & Accounting
Guru Nanak Dev University
05.2016
Bachelor in Commerce - Business Management & Accounting
Guru Nanak Dev University
05.2014
Skills
- Customer Account Management
- Client Relationship Building
- Financial Solutions & Cross-Selling
- Customer Data Confidentiality
- Strong Telephone Etiquette
- Calm and Professional Under Pressure
- Upselling Products and Services
- Problem Solving and Issue Resolution
Certification
McGill Personal Finance Essentials – McGill University – 2021
Timeline
Senior Banking Advisor
RBC Royal Bank
08.2025 - Current
Cards Advisor
RBC Royal Bank
08.2022 - 07.2025
Customer Service Representative Agent
Sitel TeleServices
01.2022 - 08.2022
Concierge Supervisor
First Security Protection Services Inc
11.2018 - 12.2021
Concierge
First Security Protection Services Inc
01.2018 - 10.2018
Crew Leader
Cinnabon
08.2017 - 12.2017
Masters of Commerce - Business Management & Accounting
Guru Nanak Dev University
Bachelor in Commerce - Business Management & Accounting
Guru Nanak Dev University
Global Business Management
Humber College