Bhupendra Singh Aulakh
Simcoe
Summary
Enthusiastic and results-driven Financial Services Representative with a background in Communications and a passion for building trusted relationships. Successfully transitioned from a Communication Intern to an FSR at Meridian Credit Union, where I consistently achieved monthly targets and was recognized for my proactive support and efficiency. Skilled in using banking tools like D365 and Encore to provide tailored financial solutions.
Overview
1
1
year of professional experience
Work History
Financial Services Representative
Meridian Credit Union
02.2025 - Current
- Recognized by the Branch Manager for initiative and a strong member-first approach. Met monthly targets in the first three months by opening accounts, making proactive sales calls, and delivering tailored financial solutions.
- Leveraged tools like D365 and Encore to complete accurate financial calculations, analyze member portfolios, and recommend suitable products (TFSA, RRSP, GICs, etc.).
- Conducted follow-up calls to members post-appointment or account opening, enhancing engagement and identifying additional service opportunities.
- Built trusted relationships with members by actively listening, identifying their financial goals, and recommending suitable products such as TFSAs, RRSPs, and GICs.
Communications Intern
Meridian Credit Union
05.2024 - 02.2025
- Developed speeches, presentations, and social media content for the Executive Leadership Team (ELT), ensuring alignment with corporate tone and messaging across various platforms and events.
- Coordinated the "More Than Numbers" survey campaign, securing high-profile media placements in outlets such as BNN Bloomberg, Wealth Professional, and Toronto Star, effectively showcasing Meridian's distinctive market voice and innovative member-centric approach.
- Enhanced employee engagement: Conducted a Mnet content audit for 2,000+ employees, resulting in a 20% boost in engagement by improving content accessibility.
Education
Post-Graduate - Public Relations, Digital And Content Marketing
York University
Toronto05-2024
Bachelor of Arts - Journalism And Mass Communication
Manipal University Jaipur
Jaipur, India10-2021
Skills
- Member-focused service and relationship building
- Knowledge of RRSPs, TFSAs, GICs, and credit products
- Proficient in D365 and Encore
- Problem-solving and proactive support
- Digital banking education and support
- Strong communication and collaboration
- Skilled in Microsoft Office and financial calculators
Timeline
Financial Services Representative
Meridian Credit Union
02.2025 - Current
Communications Intern
Meridian Credit Union
05.2024 - 02.2025
Post-Graduate - Public Relations, Digital And Content Marketing
York University
Bachelor of Arts - Journalism And Mass Communication
Manipal University Jaipur
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