Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

Amanpreet Kaur

Mississauga,ON

Summary

Encouraging manager and analytical problem-solver with talents for team building, leading, and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring, and morale-building abilities to enhance employee engagement and boost performance.

Overview

1
1
year of professional experience
1
1
Certification

Work History

Financial Customer Service Representative

Gatestone & Co
11.2023 - Current
  • REPRESENTING CIBC BANK ( Canadian Commercial Banking and wealth )
  • Enhanced customer satisfaction by promptly addressing financial inquiries and resolving issues.
  • Streamlined account management for improved client experiences and increased retention rates.
  • Collaborated with colleagues to develop new strategies for optimizing customer service solutions in the finance sector
  • Reduced response times by effectively managing a high volume of inbound calls and emails from clients seeking financial assistance or information.
  • Exceeded performance metrics consistently by delivering exceptional financial services support to clients.
  • Built strong relationships with clients through attentive listening, empathetic communication, and sound financial advice.
  • Maintained strict confidentiality when handling sensitive client data, adhering to regulatory requirements and company policies at all times.
  • Provided comprehensive support during account opening processes, ensuring a seamless transition for new customers joining the bank.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Maintained up-to-date knowledge of product and service changes.
  • Met customer call guidelines for service levels, handle time, and productivity.
  • Educated customers on various financial products, empowering them to make informed decisions and improve their financial health.
  • Navigated complex client scenarios with tact and professionalism, resulting in successful resolution of conflicts or concerns.
  • Supported fraud prevention efforts by monitoring accounts for suspicious activity and following established protocols if discrepancies were identified.

Sales Service Representative

Nordia Inc.
02.2023 - 11.2023
  • REPRESENTING BELL CANADA
  • Increased sales revenue by effectively managing customer relationships and addressing their needs.
  • Enhanced client retention by providing exceptional customer service and promptly resolving issues.
  • Achieved sales targets consistently by applying effective sales strategies and techniques.
  • Collaborated with the sales team to develop and implement successful marketing campaigns for product promotion.
  • Maintained accurate records of all sales activities, allowing for data-driven decision-making and continuous improvement efforts.
  • Developed strong rapport with key accounts, fostering long-term business partnerships for sustained growth.
  • Assisted in organizing trade shows and other promotional events to raise brand awareness among potential customers.
  • Negotiated contracts with clients, securing mutually beneficial terms for both parties involved.
  • Actively sought out opportunities for cross-selling or upselling within existing accounts, maximizing overall revenue generation from each relationship.
  • Contributed valuable insights during strategy meetings based on firsthand experience interacting with customers daily.
  • Utilized CRM software tools efficiently for tracking progress towards individual objectives while maintaining organized databases containing relevant client information.
  • Participated in ongoing training sessions and workshops to stay current with industry best practices, product enhancements, and emerging sales techniques.
  • Handled sales paperwork and payments with high degree of accuracy to minimize recordkeeping errors.
  • Troubleshoot sales and service operations to increase profitability and bring positive organizational change.
  • Researched client requests to create the best possible solutions for diverse needs.
  • Answered in-depth questions about company offerings, service policies, and benefits of each plan.
  • Navigated multiple computer systems expertly to handle customers' sales and service needs.
  • Analyzed customer feedback to identify areas of improvement and implemented actionable solutions.
  • Generated sales leads through outbound calls and emails to build a robust pipeline.
  • Investigated and resolved customer inquiries and complaints quickly.
  • Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
  • Managed timely and effective replacement of damaged or missing products.

Loan Verification Specialist

BILLGOSLING OUTSOURCING
11.2022 - 02.2023
  • REPRESENTED PROSPER MARKET PLACE
  • Enhanced loan approval rates by meticulously reviewing and verifying applicant information.
  • Reduced processing time for loan applications through diligent documentation and efficient communication with relevant parties.
  • Increased customer satisfaction by providing timely updates on the status of their loan application and addressing any concerns or queries.
  • Collaborated with underwriters to ensure accurate assessment of risk in each loan application, leading to better decision-making.
  • Streamlined the verification process through regular audits, identifying areas for improvement and making recommendations accordingly.
  • Leveraged strong organizational skills to manage multiple loan applications simultaneously, prioritizing tasks effectively to meet deadlines.
  • Supported team members in handling complex cases, sharing expert knowledge, and offering guidance as needed.
  • Resolved discrepancies in application data swiftly, collaborating with applicants to obtain the correct information when necessary.
  • Obtained copies of applicants' credit histories and reviewed paperwork to determine the feasibility of granting loans.
  • Assisted in the implementation of new software and tools to enhance the team's productivity and improve overall workflow.
  • Analyzed potential risks and evaluated loan products to identify suitable options for customers.
  • Researched and updated industry knowledge on changing legislation and regulations.

Education

Associate of Arts - Accounting

Chandigarh University
Chandigarh

High School Diploma -

Conestoga College Institute of Technology And Advanced Learning
Kitchener, ON
05.2022

Skills

  • Computer Skills
  • Documentation
  • Organization
  • Negotiation
  • Financial Literacy
  • Compliance Awareness
  • Account Management
  • Customer Service
  • Direct Sales
  • Analytical Thinking
  • Excellent Communication
  • Interpersonal Communication
  • Customer Relations

Languages

English
Native or Bilingual
Hindi
Native or Bilingual
Punjabi
Native or Bilingual
Portuguese
Native or Bilingual

Certification

NOTARY INTERNATIONAL LEARNING.

  • One-year diploma in Accounting and tally.

Timeline

Financial Customer Service Representative

Gatestone & Co
11.2023 - Current

Sales Service Representative

Nordia Inc.
02.2023 - 11.2023

Loan Verification Specialist

BILLGOSLING OUTSOURCING
11.2022 - 02.2023

Associate of Arts - Accounting

Chandigarh University

High School Diploma -

Conestoga College Institute of Technology And Advanced Learning

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Amanpreet Kaur