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
2022.02 - 2024.01
- 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 improve overall branch performance
- Worked closely with other departments to provide seamless service delivery for complex client requests
- Assessed credit applications accurately by analyzing applicants' financial history, income stability, and repayment capability
- Assisted clients in navigating complex financial situations, offering solutions that met their unique needs
- Identified opportunities to cross-sell products, resulting in increased revenue for the bank
- Facilitated resolution of complex client inquiries, ensuring high level of service and client trust
- 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
- Monitored financial markets and trends to provide clients with up-to-date investment advice and strategies
- Maintained updated records of all financial transactions to support traceability.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
Education
Diploma: Bachelor of Business Administration -
University Of Regina
Regina, SK08.2020
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
2022.02 - 2024.01
Diploma: Bachelor of Business Administration -
University Of Regina
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