Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

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.

.

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, ON
08.2018

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
SUMANBIR KAUR