AMANPREET
Cambridge,ON
Summary
- Excellent oral and written communication skills to effectively partner with clients and fellow workmate of all levels, fluent in English, Hindi, and Punjabi languages.
- Extensive knowledge of personal and business bank products and services.
- Manage risks by adhering to compliance routines and processes to protect client interest while completing transactions.
- Receive promoter feedbacks from clients regarding excellent and memorable service delivered to them which increase branch's LTR level.
- Proficient in banking software and digital tools to assist clients with OLB and other digital services.
Overview
4
4
years of professional experience
Work History
Client Advisor Business Service
Royal Bank of Canada
09.2022 - 07.2024
- Understand various business banking products and services such as in accounts, lending, cash management, merchant services, and credit cards
- Fulfil clients immediate everyday banking needs, both personal and business, using RBC systems and digital platforms
- Collaborate with market-leading professionals in financial and retirement planning, mortgages, and business banking experts to ensure clients receive customized advice
- Exceed ADCR goals every week by opening NOMI and savings accounts, upgrade chequing accounts, assist with pre-approved lending products, enroll clients to Value Program and educate them on digital platforms
- Uncover opportunities by engaging in discovery conversations and connect clients with RBC internal and external partners to fulfil on more complex client needs
- Proficient in banking software and digital tools to assist clients with OLB and other digital services.
Client Advisor
Royal Bank of Canada
02.2022 - 09.2022
- Processed standard transactions for customers, including servicing client, accepting payments, cashing cheques, balancing cash drawers at the end of working day and correcting any cash discrepancies
- Educated clients on using digital platforms to perform transactions
- Monitored internal and external wire transfers, shipping cash for the branch, fixing out of order GLs
- Mitigating risks by following compliance routines, adhering to established processes and controls
- Enhanced team sales outcomes by actively listening, identifying opportunities to provide additional advice to clients.
Security Guard
Securitas Canada
03.2020 - 01.2022
- Safeguarded bank premises by enforcing security protocols and monitoring surveillance systems
- Conducted routine patrols to ensure the physical safety and security of the premises
- Collaborated with local law enforcement to address security concerns and prevent potential risks
- Responded promptly to alarms, emergencies, and disturbances taking appropriate actions
- Provided excellent customer service by assisting bank customers and employees with security related inquiries.
Education
IFC (Investment funds in Canada) -
IFSE Institute
09.2023
Computer Programmer (CPCM)
Lambton College
Brampton, ON12.2019
Skills
- Compliance understanding
- Data Interpretation
- Cross-Functional Collaboration
- Time Management
- Decision-Making
Awards
- Dean's Honor List Recipient
- RBC Quarterly award winner in Q2 of 2022
- RBC Quarterly award winner in Q1 of 2023
- Yearly Performance Award at annual RBC Gala Event
Languages
English
Full Professional
Hindi
Native or Bilingual
Punjabi
Native or Bilingual
Timeline
Client Advisor Business Service
Royal Bank of Canada
09.2022 - 07.2024
Client Advisor
Royal Bank of Canada
02.2022 - 09.2022
Security Guard
Securitas Canada
03.2020 - 01.2022
IFC (Investment funds in Canada) -
IFSE Institute
Computer Programmer (CPCM)
Lambton College
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