AMANPREET KAUR
Calgary,Canada
Summary
Dynamic individual with hands-on experience in Finance and Business and talent for navigating challenges. Brings strong problem-solving skills and proactive approach to new tasks. Known for adaptability, creativity, and results-oriented mindset. Committed to making meaningful contributions and advancing organizational goals.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Advisor
Servus Credit Union
01.2023 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Strengthened communication skills through regular interactions with clients.
- Managed time efficiently in order to complete all tasks within deadlines.
Cash Management Analyst
Servus Credit Union
12.2022 - 06.2023
- Reviewed processes and operations to identify areas of performance risk.
- Developed data collection and validation processes to resolve complex issues.
- Developed comprehensive reports on cash management activities, providing valuable insights for senior management decision making.
- Assisted in preparation of month-end and year-end financial reports.
Financial Advisor Associate
Servus Credit Union
06.2021 - 11.2022
- Collaborate with other financial advisors to find new investment opportunities and provide comprehensive financial advice to clients
- Provide ongoing financial education and guidance to clients to help them make informed decisions about their investments and financial strategies
- Mentored junior associates, cultivating a supportive work environment that encouraged professional growth and development.
- Facilitated seamless transitions during mergers and acquisitions, ensuring minimal impact on clients and operations.
Retail Service Manager
Staples
10.2020 - 06.2021
- Boosted customer satisfaction by implementing efficient service strategies and addressing customer concerns promptly.
- Enhanced team productivity by fostering a positive work environment and providing consistent feedback on performance.
- Analyzed service reports to identify areas of improvement.
- Cultivated a culture of continuous improvement among employees, inspiring them to offer suggestions for process enhancements and customer experience optimization.
Education
POST GRADUATE DIPLOMA - BUSINESS ADMINISTRATION
LAKELAND COLLEGE
Lloydminster, AB12.2017
BBA - BUSINESS ADMINISTRATION
HMV College
Jalandhar, Punjab (India)04.2016
Skills
- Relationship building and management
- Customer Service
- MS Office
- Administrative Support
- Document Management
- Business Development
- Multilingual Communication
- Team Leadership
- Problem-Solving
- Quality Assurance
Certification
Personal Financial Services Advice - CSI
Languages
English
Native or Bilingual
Hindi
Native or Bilingual
Punjabi
Native or Bilingual
Interests
- Volunteer Work
- Community Cleanup
- Getting involved in local advocacy groups to promote positive change in the community
Timeline
Financial Advisor
Servus Credit Union
01.2023 - Current
Cash Management Analyst
Servus Credit Union
12.2022 - 06.2023
Financial Advisor Associate
Servus Credit Union
06.2021 - 11.2022
Retail Service Manager
Staples
10.2020 - 06.2021
POST GRADUATE DIPLOMA - BUSINESS ADMINISTRATION
LAKELAND COLLEGE
BBA - BUSINESS ADMINISTRATION
HMV College
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