ANMOL KAUR VIRK
50 Cityspring Manor Ne. Calgary,AB
Summary
Result-driven Financial Service representative with strong background in customer service, financial planning and sales. Agile with excellent communication and analytical skills and in-depth understanding of financial products and services. Seeking an opportunity to relocate to a new city. Dedicated to providing excellent service to clients using a compassionate and caring approach. .
Overview
2
2
years of professional experience
Work History
Financial Services Representative
Canadian Imperial Bank of Commerce
02.2022 - 01.2024
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships
- Enhanced customer relationships with personalized service and addressing individual concerns promptly
- Collaborated with team members to achieve sales targets and managed approximately 45 incoming calls, emails and faxes per day from clients.
- Assessed credit applications accurately by analyzing applicants' financial history, income stability, and repayment capability
- Reviewed opportunities to cross-sell products, resulting in increased revenue for the bank
- Developed marketing materials for financial products, effectively communicating benefits to potential clients
- Analyzed client feedback to identify areas for service improvement, leading to enhanced client satisfaction rates
- Maintained updated records of all financial transactions to support traceability.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Dispatch service requests to the appropriate department to resolve the issue.
- Enter financial data in an accurate manner for records. Monitor and operate the various financial applications.
Education
Diploma: Bachelor of Business Administration -
University Of Regina
08.2020
Skills
- Fluent in English, Punjabi and Hindi
- Customer Relationship Building
- Excellent multitasking ability
- Self motivated
- Fast learner
- Professionalism
- Good interpersonal and teamwork skills
- Proficient writing and reading skill in English, Punjabi and Hindi
Accomplishments
- Achieved Quarterly Momentum Awards by completing Sales targets with accuracy and efficiency.
Timeline
Financial Services Representative
Canadian Imperial Bank of Commerce
02.2022 - 01.2024
Diploma: Bachelor of Business Administration -
University Of Regina
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