Summary
Overview
Work History
Education
Skills
Industry
Languages
Timeline
Generic

Arjun Verma

Saskatoon,SK

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

2
2
years of professional experience
1
1
Language

Work History

Sales and Service Representatives

Affinity Credit Union
04.2023 - Current
  • Performs a variety of services and sales transactions including account openings, lending product (lines of credit, Credit cards etc.) deposits (RESPs, TFSAs, RRSPs, GICs, etc
  • POA matters, estate work, various cash request, reconciliations and Processing.
  • Performs member digital education for transaction services, proactively engaging members to try new technologies.
  • Drives to develop a deeper relationship with members through advising, collaboration and initiating referrals to other areas within the advisory services unit.
  • Collaborates with peers across the region in serving members through sharing information, providing expertise, and providing hands-on support.

Client Advisor (teller)

RBC
01.2022 - 04.2023
  • aEnhanced client satisfaction by providing personalized advice and tailored product recommendations.
  • Try to find opportunities for clients through discussion provide them with good advice which benefits them. - Focusing more on digital enablement
  • Maintained in-depth knowledge of industry trends and products, ensuring accurate guidance for clients.
  • Strengthened client relationships through regular communication and proactive follow-up on inquiries.
  • Excelled in meeting sales targets, contributing significantly to a overall success of the team.

Education

Business Diploma-business Management -

Saskatchewan Polytechnic College
04.2021

High School - Commerce -

BSF senior Secondary School
01.2019

Product and Services -

CUC 185 - Online

Mutual Funds

Canadian Securities Institution
Self Study

Skills

  • Good analytical and planning skills
  • Excellent problem analysis
  • Excellent judgement according to the situation
  • Exceptional customer service
  • Goal-Oriented
  • Performance Tracking

Industry

Banking

Languages

English
Native or Bilingual
Hindi
Native or Bilingual
Punjabi
Native or Bilingual

Timeline

Sales and Service Representatives

Affinity Credit Union
04.2023 - Current

Client Advisor (teller)

RBC
01.2022 - 04.2023

Business Diploma-business Management -

Saskatchewan Polytechnic College

High School - Commerce -

BSF senior Secondary School

Product and Services -

CUC 185 - Online

Mutual Funds

Canadian Securities Institution

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Arjun Verma