Amar Jethi
Abbotsford
Summary
A committed and trustworthy finance and economics student with proven skills in customer service, financial transactions, and administrative operations. Experienced in fast-paced environments, excelling in communication, problem-solving, and finding innovative solutions to enhance job efficiency. Eager to apply analytical thinking and a customer-centric approach to a challenging new role.
Overview
3
3
years of professional experience
Work History
Customer Service Representative
Bank Of Montreal (BMO)
06.2024 - Current
- Processed high-volume cash, deposit, and cheque transactions with accuracy.
- Resolved customer inquiries by providing tailored financial solutions and product recommendations.
- Ensured strict adherence to all AML, KYC, and banking regulatory standards.
- Collaborated with team members to exceed branch goals and balanced cash drawers daily.
Receptionist
Chilliwack Volkswagen
07.2023 - 10.2023
- Managed a multi-line phone system, directing inquiries to maintain high customer satisfaction.
- Handled cash, cheque, and bank deposits with precision and integrity.
- Conducted inventory lot management and coordinated administrative tasks, including invoicing and mailings.
Sales Associate
Sherwin Williams
10.2022 - 06.2023
- Advised customers through the purchasing process to build long-term business relationships.
- Used professional sales techniques to overcome objections and retain key business accounts.
- Processed payments, managed all cash handling, and upgraded customer accounts to boost engagement.
Education
Bachelor’s - Finance (Major) & Economics (Minor)
University of Fraser Valley
09-2025
No Degree -
IFSE Institute - Canadian Investments Funds Course
04-2025
Skills
- Financial Product Sales & Advisory
- Client Relationship Management (CRM)
- Retail Banking Operations
- AML & KYC Compliance
- Risk Assessment
- Statistical Analysis (Minitab & SPSS)
- Financial Statement Analysis
- Advanced Microsoft Excel
- Cash Management
- Cross-Selling & Upselling
Languages
English
Punjabi
Hindi
Timeline
Customer Service Representative
Bank Of Montreal (BMO)
06.2024 - Current
Receptionist
Chilliwack Volkswagen
07.2023 - 10.2023
Sales Associate
Sherwin Williams
10.2022 - 06.2023
Bachelor’s - Finance (Major) & Economics (Minor)
University of Fraser Valley
No Degree -
IFSE Institute - Canadian Investments Funds Course
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