DALJEET KAUR
Brampton,ON
Summary
Detail-oriented professional with over 6 years of experience in customer service, sales, and the financial sector, specializing in banking operations. Proven ability to collaborate effectively and lead teams in managing high-volume operations while ensuring consistency, accuracy, and full compliance with regulatory requirements. Strong background in KYC (Know Your Customer) and AML (Anti-Money Laundering) practices, complemented by expertise in data analysis and project management.
Overview
6
6
years of professional experience
Work History
Signing Authority Officer
CIBC
Toronto
03.2022 - 10.2024
- Analyzed client data, reviewed account information, and determined the course of action to remediate client information
- Highlighted potential risks or issues and proposed solutions to keep projects on track and meet deadlines
- Prioritized and organized workload to ensure timely processing of items in accordance with policies and procedures
- Followed client lifecycle management processes for AML/KYC data, supporting day-to-day operations and collaborating with other analysts within the team
Customer Service Representative
Money Mart
03.2021 - 02.2022
- Processed financial transactions like money transfers, money orders, cheque cashing, bill payments, card loads and withdrawals as per standardized operating procedures
- Assisted customers with setting up accounts, completing loan applications and educated customers to conduct simple transactions through self-service technologies
- Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches
Customer Service Representative
HGS
Charlottetown
10.2018 - 02.2021
- Maintaining a positive, empathetic, and professional attitude toward customers at all times
- Responding promptly to customer inquiries through inbound calls and chat service
- Acknowledging and resolving customer complaints
- Ensured customer problems are handled appropriately, escalating issues when necessary
Education
Office Administration -
Mohawk College of Applied Arts and Technology
Hamilton01.2018
Skills
- Detail-Oriented and Analytical
- Strategic Planning
- Teamwork
- Time Management
- Strong Communication Skills
- Project and Change Management
Languages
- English
- Punjabi
- Hindi
- Urdu
Timeline
Signing Authority Officer
CIBC
03.2022 - 10.2024
Customer Service Representative
Money Mart
03.2021 - 02.2022
Customer Service Representative
HGS
10.2018 - 02.2021
Office Administration -
Mohawk College of Applied Arts and Technology
Similar Profiles
Fadi Barakat DiabFadi Barakat Diab
Senior Program Manager at CIBCSenior Program Manager at CIBC
Gurpreet ManchandaGurpreet Manchanda
Fraud Analyst at CIBCFraud Analyst at CIBC
Nakul SapkalNakul Sapkal
Application Developer at CIBCApplication Developer at CIBC