Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Daljit Hallon

Toronto,ON

Summary

A result-oriented, culturally diverse professional with nearly 20 years of experience in operations, workforce planning and retail banking. Proficient in Microsoft excel, with a keen attention to detail and track record of delivering accurate and timely results. Highly skilled in time management with the ability to handle tight deadlines, prioritize tasks effectively, and adapt to changing priorities.

Overview

20
20
years of professional experience

Work History

Estate Processing Officer

04.2021 - Current
  • Assisted the team with workflow by triaging and assessing day-to-day tasks
  • Assign task members based on their strength and workload capacity
  • Regularly monitored the status of tasks and adjusted priorities as needed
  • Ensured tasks were evenly distributed among team members to maximize productivity
  • Demonstrated strong attention to detail, consistently producing and communicating accurate high quality and timely deliverables
  • Effectively managed deadlines prioritize competing requests and adapt to changing priorities using strong time management skills

Retail Banking

03.2005 - 04.2021
  • Delivered exceptional customer service while managing a diverse portfolio of personal and business banking clients ensuring their needs were met effectively and efficiently
  • Developed and maintained strong relationships resulting in higher retention rates and increased referrals
  • Proven ability to work independently and as a part of team adapting to various roles and responsibilities to achieve team goals

Education

International Business Progress -

Centennial College
01.2004

Investment Funds in Canada Course -

Canadian Securities Institute

Skills

  • Strong organizational skills
  • Multitasking
  • Strong interpersonal skills
  • Flexible
  • Problem solving and analytical thinking

Accomplishments

  • Awarded Champions in 2013
  • Great work award for rush requests and training new EPOs

Timeline

Estate Processing Officer

04.2021 - Current

Retail Banking

03.2005 - 04.2021

International Business Progress -

Centennial College

Investment Funds in Canada Course -

Canadian Securities Institute
Daljit Hallon