Ashmeet Kaur
Edmonton,AB
Summary
Being a professional individual strongly believes in that smart hard work can lead to great opportunities which can be great factor to escalate the personal life as well as professional. Successful Financial service Representative with almost 3 years of experience addressing customer requests and concerns. Expert at providing relevant information and options to successfully resolve issues. Upbeat and energetic handling difficult situations through resourcefulness and adaptability.
Overview
2
2
years of professional experience
Work History
Financial Services Representative
Atlantic Edge Credit Union
02.2021 - 07.2023
- Responded to inquiries from clients and provided financial advice to drive fiscal growth.
- Maintained updated records of all financial transactions to support traceability.
- Advised clients on favorable investment opportunities to meet established financial goals.
- Worked with clients to provide competitive commercial banking solutions and retail financing plans.
- Developed and delivered financial presentations to drive client engagement.
- Monitored changes in financial markets and kept clients informed of latest developments.
- Offered competitive commercial banking solutions and retail financing options.
- Built and established relationships with clientele to improve future business opportunities.
- Developed financial strategies to optimize use of capital and resources.
- Advised clients on financial matters and recommended investments
- Developed and maintained database of financial records for clients
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth
- Responded to inquiries from clients and provided financial advice to drive fiscal growth
- Maintained updated records of all financial transactions to support traceability
Customer Service Clerk
Serco
12.2022 - 04.2023
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Issued receipts and processed refunds, credits, or exchanges.
- Kept front check out area clean and organized for efficient service.
- Responded to customer needs through competent customer service and prompt problem-solving.
- Responded to customer calls and emails to answer questions about products and services.
- Maintained and managed customer files and databases.
- Generated management reports for use in key decision-making.
- Organized efficient service responses by directing visitors and callers to correct personnel.
Education
Certificate - Office Administration
College of North Atlantic
Happy Valley-Goose Bay, NL12.2020
Skills
- Information Updates
- Legal Considerations
- Market Conditions
- Microsoft Office
- Helpdesk Operations
- Solution Optimization
- Foreign Currency Exchanges
- Security Evaluation
- Service Sales
- Customer Relationship Management
- Virtual Market Understanding
- Supervising Tellers
- Teller Transactions
- Hospitality and Accommodation
- Report preparation
- Complaint resolution
- Account management
- Multi-line phone talent
- Money handling abilities
Languages
English
Full Professional
Hindi
Full Professional
Timeline
Customer Service Clerk
Serco
12.2022 - 04.2023
Financial Services Representative
Atlantic Edge Credit Union
02.2021 - 07.2023
Certificate - Office Administration
College of North Atlantic
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