Amanpal Kaur
Edmonton,AB
Summary
Enthusiastic and motivated financial services professional, highly efficient at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Always willing to enhance my skills and knowledge in the financial planning world.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Senior Financial Advisor
Servus Credit Union
11.2016 - Current
- Enhanced member satisfaction by providing personalized financial advice pertaining to lending and investments.
- Identified opportunities for business growth by networking, catering to different community members, and generating referrals from satisfied clients.
- Work with members to offer tailored advice best suited to meet their financial goals.
- Mentored junior advisors, sharing knowledge, expertise, and best practices to enhance team performance.
- Collaborated with team members to streamline processes and improve overall member experience.
Member Service Representative
Servus Credit Union
06.2015 - 08.2016
- Enhanced member satisfaction by efficiently addressing member needs, concerns and enquiries.
- Maintained high-quality service by adhering to company policies and standards in all member interactions.
- Contributed to branch sales goals by effectively cross-selling credit union products and services.
- Processed account transactions accurately, ensuring proper documentation and timely processing.
- Collaborated with team members to ensure seamless operations during peak hours or staff shortages.
Education
CFP Candidate
FP Canada
2024
Business Management
Grant MacEwan University
Edmonton, AB04.2012
Bachelor of Commerce - Accounting Hons.
Calcutta University
India04.2010
Skills
- Debt Management
- Retirement Planning
- Cross-Selling
- Mutual Funds
- Problem Solving
- Lending
- Critical Thinking
- Attention to Detail
Accomplishments
President's Award of Excellence
Financial Fitness Achievement Award
Languages
English
Native or Bilingual
Hindi
Native or Bilingual
Punjabi
Native or Bilingual
Certification
MFDA Licensed
References
References available upon request.
Timeline
Senior Financial Advisor
Servus Credit Union
11.2016 - Current
Member Service Representative
Servus Credit Union
06.2015 - 08.2016
CFP Candidate
FP Canada
Business Management
Grant MacEwan University
Bachelor of Commerce - Accounting Hons.
Calcutta University
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