Amanpreet Bamnia
Abbotsford,BC
Summary
Dynamic and attentive Personal Banker specializes in retail banking, customer service and account management. Driven to help clients make responsible and financially beneficial decisions. Knowledgeable of branch operations and financial products to best support company and customers.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Personal Banker
TD Canada Trust
11.2021 - Current
- Provide professional advice and education with an ability to address complex credit and investment needs, concerning both personal and business needs
- Collaborate with TD partners in financial planning, mortgages and business banking expert to ensure client receive customized and targeted expert advice
- Leverage technology to deliver on client experience and drive sales and retention
- Proactively take ownership of resolving and preventing client's banking problems
- Educate clients on the features and benefits TD products and services offer, and help client with digital, banking including mobile, ATM, and online baking.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
Financial Services Representative
CIBC
05.2021 - 11.2021
- Executed financial due diligence and created valuation model to establish enterprise value and purchase price
- Expanded customer relationships by maintaining regular follow-up processes and rapport
- Provided clients with information on bank accounts, institutional policies, financial products, and related services
- Developed and maintained relationships with customers and assisted in generating sales opportunities
- Processed all loan applications and financial transactions following company procedures
- Analyzed customer requirements and recommended efficient investment products.
Associate
World Financial Group
10.2020 - 05.2021
- Consulted with clients to assess and meet short- and long-term financial gap
- Promoted business to increase customers and grow revenue
- Took advantage of gaps in market and reached out to potential new clients
- Developed and deepened customer relationships to cultivate a loyal and engaged customer base
- Promoted client engagement by promoting thorough CRM strategy
- Built and maintained relationships with peers and upper management to drive team success
- Identified needs of customers promptly and efficiently.
Operations Supervisor
EV Logistics
04.2018 - 05.2021
- Trained, mentored, and motivated employees to maximize team productivity
- Maintained safety and emergency readiness among personnel by disseminating information on and monitoring compliance with regulatory and organizational policies
- Developed initiatives for process improvement and reviewed and assessed ongoing operations
- Built upon established practice standards to improve operational performance and reduce labor costs
- Managed supply chain and monitored all logistics functions for company
- Recruited, interviewed, and hired talented professionals who each brought wealth of experience and exemplary skills to the team
- Motivated employees to share ideas and feedback
- Assessed team proficiencies, identifying, and targeting areas for improvement.
Education
MBA - Finance
VICTORIA INSTITUE of MANAGEMENT
Bachelor of Science - Mathematics And Science Teaching
Regional Institute of Education
Business Administration -
CDI
Skills
- Customer relationship building
- Life insurance
- Loan applications
- Leadership
- Understanding tax concept
- Goal-Oriented
- Banking Policies and Procedures
- Regulatory Compliance
- Financial Services
- Client Retention
Certification
- Financial Planning II- enroll
- Branch Compliance Officer's course 2023
- Canadian Security Course - 2021
- Certificate in Financial Services Advice - 2022
- HLLQP- 2020
- H & R Block- level 2
Languages
English
Full Professional
Hindi
Full Professional
Punjabi
Native or Bilingual
Timeline
Personal Banker
TD Canada Trust
11.2021 - Current
Financial Services Representative
CIBC
05.2021 - 11.2021
Associate
World Financial Group
10.2020 - 05.2021
Operations Supervisor
EV Logistics
04.2018 - 05.2021
MBA - Finance
VICTORIA INSTITUE of MANAGEMENT
Bachelor of Science - Mathematics And Science Teaching
Regional Institute of Education
Business Administration -
CDI
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