Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Banmeet Singh

Surrey

Summary

Motivated and detail-oriented recent graduate with foundational knowledge in financial management and strong interpersonal skills. Experienced in providing exceptional customer service and eager to apply financial advisory principles to help clients achieve their financial goals. Demonstrates excellent communication, problem-solving, and organizational abilities with a commitment to continuous learning and professional development. Ready to contribute positively to the member-focused culture at First West by building trusted relationships and delivering tailored financial solutions.

Overview

2
2
years of professional experience

Work History

Office Administrator

RSP Mortgages
02.2023 - 10.2024
  • Supported daily office operations by organizing files and managing schedules.
  • Collaborated with group leadership and colleagues to streamline daily operations and enhance the overall member experience.
  • Supported organization growth by actively participating in financial product promotions and campaigns, contributing to a 10% increase in new accounts.
  • Demonstrated strong risk awareness by adhering strictly to internal procedures and external regulations, ensuring consistent audit-readiness.
  • Provided tailored guidance on lending, mortgages, and other products, with a strong focus on building long-term clients,under supervision.
  • Provided clients with clear explanations of their credit reports and offered personalized guidance to help them improve and build their credit for a more secure financial future.
  • Contributed to organizational growth by generating referrals and gradually building a personal client base over time, demonstrating initiative and relationship-building skills.

Automotive Sales Consultant

Mnm Auto
06.2024 - 10.2024
  • Engaged customers through product knowledge and tailored recommendations to enhance overall purchasing experience.
  • Achieved high levels of customer satisfaction through consistent follow-ups post-sale to address any questions or concerns.
  • Collaborated with finance team to streamline loan processing for customers, improving satisfaction and efficiency.
  • Utilized CRM software to track sales leads and manage customer follow-ups, enhancing communication efforts.
  • Closed sales by overcoming objections, asking for sales, negotiating price, and completing purchase contracts,

Culinary Supervisor

Shark Club Sports Bar & Grill
09.2022 - 06.2024
  • Handled cash operations, inventory records, and sensitive personnel issues, demonstrating the integrity and trustworthiness critical in financial advising.
  • Supervised and coached staff to ensure performance, teamwork, and adherence to standards — demonstrating leadership applicable to building trust and rapport with clients.
  • Coordinated inventory management, optimizing stock levels to reduce waste and maintain supply flow.
  • Delivered exceptional guest service in a fast-paced environment by anticipating needs and resolving concerns with professionalism and care.

Education

No Degree - Financial Management

British Columbia Institute of Technology
Burnaby, BC
04-2022

Skills

  • Resilience under pressure
  • Follow-up techniques
  • Trade-in evaluations
  • Basic understanding of personal finance, credit, and investment principles
  • Knowledge of budgeting, loans, and interest calculations (via education or self-study)
  • Ability to assess information and make sound recommendations
  • Strong decision-making skills under pressure
  • Logical thinking and attention to detail
  • Comfortable working independently and taking initiative

Languages

English
Full Professional

Timeline

Automotive Sales Consultant

Mnm Auto
06.2024 - 10.2024

Office Administrator

RSP Mortgages
02.2023 - 10.2024

Culinary Supervisor

Shark Club Sports Bar & Grill
09.2022 - 06.2024

No Degree - Financial Management

British Columbia Institute of Technology

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Banmeet Singh