Summary
Overview
Work History
Education
Skills
Timeline
Generic
AMANPREET KAUR

AMANPREET KAUR

Stoney Creek,Canada

Summary

Customer-oriented retail professional well-versed in driving sales, building customer loyalty, and providing exceptional customer service. Skilled at identifying customer needs and offering appropriate solutions. Proven track record of consistently meeting and exceeding sales goals and delivering customer satisfaction.

Overview

9
9
years of professional experience

Work History

Member Solutions Associate

Tandia Financial Credit Union
Ancaster, Ontario
04.2024 - Current
  • Built relationships with customers by providing friendly customer service.
  • Verified amounts and integrity of every check or funds transfer.
  • Maintained confidentiality of bank records and client information.
  • Educated customers about different types of banking services available at the branch.
  • Resolved problems or discrepancies concerning customers' accounts.
  • Processed term deposits, retirement savings plan contributions and mail deposits within processing time limits.
  • Demonstrated expertise in identifying and mitigating potential fraud and transaction risks.
  • Worked with cross-functional teams to achieve goals.

Lending Specialist

FAIRSTONE FINANCIAL INC
Hamilton, Canada
05.2022 - 03.2024
  • Demonstrated ability to manage multiple tasks while remaining adaptable and flexible
  • Responded quickly to meet customer needs and resolve problems
  • Committed to delivering excellent customer service while working in a fast-paced environment
  • Focused on learning new skills and staying updated with industry changes
  • Participated in ongoing training to enhance own job skills and knowledge
  • Evaluated the creditworthiness of applicants using various tools such as FICO scores, debt-to-income ratios

Store Manager

A&W RESTAURANTS
Stoney Creek, Canada
07.2016 - 04.2022
  • Oversaw day-to-day store operations to foster efficient and profitable operations
  • Managed inventory levels by ordering stock as needed, tracking sales trends, and adjusting orders accordingly
  • Tracked store inventory and ordered new products to prevent shortages
  • Coordinated employee schedules according to availability and made staffing adjustments to cover shifts
  • Reviewed financial statements, sales reports, and other performance data to measure productivity
  • Facilitated open communication between departments to improve collaboration among teams

Tax Preparer

ACCTAX CANADA
Hamilton, Canada
01.2018 - 04.2018
  • Provided excellent customer service by responding promptly to customer inquiries, addressing complaints and resolving issues in a timely manner
  • Analyzed customer profiles to assess their eligibility for loans and proposed appropriate products
  • Used appropriate adjustments, deductions and credits to keep clients' taxes to minimum.
  • Advised customers on the best loan options based on their individual needs, budget and credit history
  • Educated clients on the features, benefits and risks of different loan products available
  • Utilized tax preparation software to accurately prepare tax returns
  • Provided taxpayers with information and advice to complete tax forms

Education

Diploma in Business Accounting - English

Mohawk College
Hamilton, ON
04.2019

Skills

  • Accurate Cash Handling
  • Time Management
  • Maximizing Profitability
  • Customer service
  • Compliance standards
  • Financial analysis
  • Customer interaction
  • Collaborative teamwork
  • Computer skills
  • Store Opening and Closing Procedures
  • Sales Expertise
  • Customer Service
  • Outstanding Communication Skills
  • Verbal and Written Communication
  • Cash Management
  • Work Planning and Prioritization
  • Policies and Procedures
  • MS Office Proficiency
  • Credit Terms Determination

Timeline

Member Solutions Associate

Tandia Financial Credit Union
04.2024 - Current

Lending Specialist

FAIRSTONE FINANCIAL INC
05.2022 - 03.2024

Tax Preparer

ACCTAX CANADA
01.2018 - 04.2018

Store Manager

A&W RESTAURANTS
07.2016 - 04.2022

Diploma in Business Accounting - English

Mohawk College
AMANPREET KAUR