Summary
Overview
Work History
Education
Skills
Websites
Languages
Certification
Timeline
Generic

Arvin Kumar

Summary

Highly motivated and customer-focused professional seeking a challenging position in the financial industry where I can leverage my extensive financial knowledge, exceptional communication, strong leadership, and organizational skills to drive positive results for clients and the organization.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Personal Banking Associate

TD Bank
11.2020 - Current
    • Successfully cultivated meaningful customer relationships, thereby improving overall customer experience and increasing customer financial confidence
    • Consistently exceeded sales targets and received outstanding customer experience reviews
    • Conducted investment conversations with clients to enhance their understanding of GIC products, TFSA, RSP, and the self-directed investing platform
    • Recognized and seized advice opportunities, making referrals to other team members (FA or SFA) when appropriate, contributing to business growth.

Scrum Master - Walk a Mile Program (Shadowing)

TD Bank
04.2023 - Current
  • Facilitated Scrum framework with Scrum master– sprint planning, backlog grooming, daily scrums, sprint reviews, and sprint retrospectives.
  • Conducted post-ceremony discussions with the Scrum Master to review key points and seek clarification to deepen my understanding of the role.
  • Worked closely and listened to team members' feedback to identify issues and resolve conflicts.
  • Employed meticulous attention to detail in utilizing JIRA to track the progress of ongoing sprints and proactively identified potential impediments.

Customer Experience Associate

TD Bank
08.2019 - 11.2020
    • Proficiently administered various financial transactions, including deposits, withdrawals, and referrals to personal banking advisors and financial advisors, supporting firm growth and assisting customers with their investment needs
    • Actively introduced customers to strategies for saving time and money and maximizing earnings
    • Consistently surpassed quarterly sales targets and consistently garnered remarkable customer experience reviews.

Assistant Manager

Steve Madden
01.2019 - 06.2019
    • Skillfully managed and led a team to achieve an exceptional financial quarter
    • Handled sales and customer service responsibilities, ensuring customer satisfaction
    • Maintained store cleanliness and creatively adjusted the visual display during events to attract and engage customers.

Education

Honors Bachelors of Commerce - Business Management

Seneca College
Newham
05.2022

Skills

  • Exceptional communication and interpersonal skills, developed through six years of customer service experience
  • Proven ability to efficiently complete complex tasks in a timely manner, ensuring high customer satisfaction
  • Multilingual and fluent in English, Punjabi and Hindi
  • Ability to effectively use Microsoft Office
  • Goal-oriented, self-motivated, and equipped with a strong work ethic and an insatiable desire to learn and excel
  • Experienced in both independent and collaborative work environments

Websites

Languages

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

Certification

  • Scrum Master (CSM), Scrum Alliance, 02/01/23
  • Investment Funds in Canada (IFC), CSI, In the process of completing

Timeline

Scrum Master - Walk a Mile Program (Shadowing)

TD Bank
04.2023 - Current

Personal Banking Associate

TD Bank
11.2020 - Current

Customer Experience Associate

TD Bank
08.2019 - 11.2020

Assistant Manager

Steve Madden
01.2019 - 06.2019

Honors Bachelors of Commerce - Business Management

Seneca College

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Arvin Kumar