Charanpreet Flora

⦁ Company Overview: Go Easy, Calgary AB
⦁ Fostered strong relationships with clients by addressing their needs promptly and providing personalized financial solutions.
⦁ Strengthened cross-selling initiatives by identifying customers'' financial needs and recommending suitable products or services.
⦁ Managed daily branch operations for optimal efficiency and performance, resulting in improved customer experiences.
⦁ Assisted with day-to-day operations, working efficiently and productively with all team members.
⦁ Soliciting for new and renewal business through customer contact to generate sales leads, in person, over the phone or emails
⦁ Educating customers to on how to achieve their financial goals through building their credit
⦁ Helping manage overdue accounts to recover outstanding payments by understanding customers situation, being solution-driven and treating each customer with respect and empathy
⦁ Coaching and training new hires to help them transition into the new role
⦁ Complied with regulatory guidelines and requirements.

• Company Overview: Calgary North Office
• Business processing and compliance/regulatory administration
• Receive client inquiries over the telephone, email or in person and determine appropriate course of action
• Contacting clients and scheduling appointments
• Preparation of client files prior to meetings and tracking any post-meeting action items
• A variety of other administrative tasks to help support the team
• Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
• Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.

• Company Overview: Head Office, Winnipeg MB
• Reviewed client documentation ensuring all regulatory requirements are fulfilled
• Processing all business transactions for IIROC Consultant
• Working with compliance regulatory administration
• Transitioned clients (all accounts) from IGFS & IGSI Platform to IIROC Platform, which includes tendering applications, processing all account transfers, and updating client information, includes high net worth clients
• Specialized in transferring GIC from other institutions
• Performed a B2B support role in calling other financial institutions to confirm client details and transfer requests
• Trained upwards of 8 teams on GIC Transitions as required
• Head Office, Winnipeg MB

• Company Overview: Head Office, Winnipeg, MB
• Worked in an outbound data analyst capacity
• Processed transfers for investment accounts
• Provided client facing support and managed contracts, accounts and investments
• Pac/ SWP/ Sweeps
• Head Office, Winnipeg, MB

• Company Overview: Head Office, Winnipeg, MB
• Processed loan applications using IGhost (internal program)
• Prepared folders and mortgage packages for loan applications
• Coordinated with legal team to properly asses mortgage package
• Head Office, Winnipeg, MB

• Handled front desk operations for day to day administrative functions
• Managed Autopac claims and related paper work for insurance claims
• Sold extensive services and parts to existing clients
• Managed client expectations by providing support when necessary

• Baked subs and working at front office
• Handled cash and daily transactions
• Managed handle time and clerical duties as assigned

• Responsibly handled Cash and cheque register
• Managed back end work at time of tight deadlines
• Assisted customers for complaints and resolving issues