Amanpreet Kaur
Brampton,ON
Summary
Dedicated customer service professional with over 5+ years of experience, excelling in uncovering banking needs, providing advice, and identifying sales opportunities. Adept at leveraging technology for client education, driving sales, and ensuring a memorable client experience. Proven ability to actively listen, engage clients, and resolve banking issues. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
5
5
years of professional experience
Work History
Custom Administrative
Highlight Motor Group
02.2022 - 09.2023
- Sort and verify the accuracy of data before it is entered to HMRC including CPC codes, commodity codes, import and export licensing, EORI numbers
- Submit custom declarations using simplified summary and standard procedures
- Forwarding customs release messages to drivers, clients and their representatives
- Sending paperwork to brokers for border clearance and following up on them
- Dealing with the queries on the phone and by email
- Preparing, organizing and storing information in paper and digital form
- Proactively ensure overall satisfaction of regional client base including communication to project management and supervisor as appropriate.
- Utilized technology to streamline data verification and submission processes.
- Cultivated client satisfaction through effective communication and problem resolution.
Assistant Manager
Tim Hortons, New Market
11.2021 - 07.2022
- Committed to delivering high levels of customer service
- Resolved problems/concerns effectively to the satisfaction of all involved parties
- Doing floor control by team leading skills and completing all the required shift documentations
- Retained high level of knowledge of company’s products and services to delivered information on complementary offering and increase cross-selling
- Maintaining high productivity by efficiently processing cash, credit, debit and voucher for customer
- Reconciled cash drawer at the start and end of each shift, accounting for errors and resolving discrepancies
- Consistently exceed monthly sales goals by a minimum of 10% by training FOH staff on upselling techniques
- Exceeded monthly sales goals through upselling techniques.
- Reviewed processing schedules and production orders concerning inventory requirement, staff requirement, work procedures and budget limitations
- Managed daily financial tasks such as invoices, reports, and weekly deposits
- Encourage fun work environment while motivating employees to meet work schedule
- Communicates daily basic operations and areas of focus to meet company goals
- Managed store email correspondence and responded to all inquiries from customer and higher management.
Supervisor
Tim Hortons
10.2018 - 11.2021
- Effectively coordinated daily, operations, resulting in greater productivity and highest level of customer satisfactions
- Dealing with customer complaints and concerns achieving record 100% customer satisfaction rating
- Conduct daily pre-shift and weekly department meetings to ensure the organization efficiency
- Ability to instruct, evaluate and supervise employees to ensure all primary and secondary duties are completed
- Train team members in job duties, sanitation and safety procedures
- Reduced cost by 8% through control on overtime, operational efficiencies and reduced waste.
Education
Canadian Investment Fund Course - Mutual Fund
IFSE Institute
11.2023
Mortage Agent Course -
Remic Institute
09.2022
Computer Networking And Technical Support -
St. Lawrence College
Kingston, ON04.2018
Skills
- Proactive client engagement
- Respond to client-initiated contact , assisting them with a full range of financial transactions
- Client education and demonstration
- Relationship cultivation and maintenance
- Digital literacy across devices
- Proactively take ownership of resolving and preventing client banking problems
- Flexibility, eagerness to learn , strong personal ethics and a hunger for success
- Highly effective verbal and written Communication skills
- Extensive knowledge of market trends, economic conditions and the regulatory environment
- Proficient in Microsoft Office (Word, Excel and PowerPoint)
- Well Organized, with effective time-management skills
- Ability to work independently as a self-motivated entrepreneur and quality sales skills
- Highly organized with the proven ability to manage multiple priorities and deadlines
- Availability to work all open businesss hours
- Effective interface and develop working relationships with all levels of the organization and External clients
- Prospect, identify and onboard new Investment plans to customers by using effective sales techniques, discovery, goals planning tools and resources
- Deepen investment relationships with customers by offering investment advice and consolidating assets
- Mutual Funds knowledge
Languages
English
Full Professional
Hindi
Full Professional
Punjabi
Native or Bilingual
Timeline
Custom Administrative
Highlight Motor Group
02.2022 - 09.2023
Assistant Manager
Tim Hortons, New Market
11.2021 - 07.2022
Supervisor
Tim Hortons
10.2018 - 11.2021
Canadian Investment Fund Course - Mutual Fund
IFSE Institute
Mortage Agent Course -
Remic Institute
Computer Networking And Technical Support -
St. Lawrence College
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