Bhupinder Parhar
Vancouver,BC
Summary
Adept at fostering long-lasting relationships and offering tailored financial solutions, I significantly enhanced client satisfaction and exceeded performance metrics at TD Bank. My expertise in home financing and investment advice, combined with exceptional customer service skills, propelled business growth and team productivity.
Overview
18
18
years of professional experience
Work History
Personal Banker
TD Bank
06.2017 - Current
- Helped customer to achieve their home financing goals, retirement goals, and other investment goals.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
- Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
Financial Service Representative.
TD Bank
06.2013 - 06.2017
- Helping customers with their day to day banking needs, investment needs, as well as home financing needs.
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
Bank Teller
TD Bank
04.2009 - 06.2013
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Balanced Teller wickets accurately at the end of each shift, minimizing discrepancies in financial records. Secure desk operations.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
Assistant Store Manager
7-Eleven
04.2009 - 04.2012
- Managed cash registers efficiently, ensuring accurate transactions, balancing drawers daily, and minimizing discrepancies.
- Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
- Enhanced store appearance for increased sales by maintaining cleanliness and implementing strategic merchandise displays.
- Rotated merchandise and displays to feature new products and promotions.
Sales Associate
7-Eleven
06.2006 - 04.2009
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
- Built relationships with customers to encourage repeat business.
- Managed returns, exchanges and refunds in accordance with store policy.
Education
Diploma - Financial Management
Vancouver Community College
Vancouver, BC01-2009
Certificate - Accounting
Vancouver Community College
Vancouver, BC08-2008
Master of Arts - Economics
Lyallpur Khalsa College Jalandhar
Punjab, India07-2002
Skills
- Home financing advise
- Relationship Building
- Financial product knowledge
- Investment advise
- Customer Service
- Customer Satisfaction
- Banking Policies and Procedures
- Overall Financial Advising
- Working with partners at the branch for complex customer financial needs
Languages
English
Full Professional
Punjabi
Native or Bilingual
Hindi
Full Professional
Interests
News, Particularly Financial news and political news from all over the world but not on daily base
Walking, Hiking, staying local,
Timeline
Personal Banker
TD Bank
06.2017 - Current
Financial Service Representative.
TD Bank
06.2013 - 06.2017
Bank Teller
TD Bank
04.2009 - 06.2013
Assistant Store Manager
7-Eleven
04.2009 - 04.2012
Sales Associate
7-Eleven
06.2006 - 04.2009
Diploma - Financial Management
Vancouver Community College
Certificate - Accounting
Vancouver Community College
Master of Arts - Economics
Lyallpur Khalsa College Jalandhar
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