Nancy (Dilpreet) Kaur
Surrey,BC
Summary
Motivated and detail-oriented professional with experience in customer service, administration, and financial services. Strong communication, organizational, and problem-solving skills, with the ability to work independently and collaboratively. Committed to maintaining high standards, adapting to new challenges, and contributing to organizational success.
Overview
8
8
years of professional experience
Work History
Employer Accounts Officer
Canada Revenue Agency
Surrey
09.2026 - Current
- Investigated account discrepancies, resolving issues related to employer remittances and payroll reporting to enhance accuracy.
- Analyze payroll account information and supporting documentation to identify discrepancies and required adjustments.
- Communicated with employers and internal teams to clarify information and obtain missing documentation, facilitating timely resolution.
- Reviewed and processed employer account amendment requests, ensuring accuracy and completeness to maintain compliance.
- Update employer account records in accordance with CRA policies, procedures, and guidelines.
- Verify account adjustments and maintain accurate records of actions taken.
Financial Services Associate
CIBC
Surrey, BC
08.2022 - 11.2024
- Held financial conversations with clients and prospects to determine needs and provide solutions
- Assessed customer requirements to monitor and fulfill banking requests, ensuring timely service delivery
- Received and processed deposits and loan payments, keeping financial records up to date
- Conducted financial conversations with clients and prospects to identify needs and propose tailored solutions
- Managed cash flow by overseeing daily transactions and ensuring accuracy by initiating transfer of funds and reviewing wires
Customer Service Representative
Bank of Montreal
Delta, BC
03.2022 - 07.2022
- Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions
- Built strong customer relationships, fostering loyalty and encouraging repeat business
- Answered incoming calls and emails, delivering frontline support for product and service transactions
- Provided personalized service to clients, addressing concerns and creating tailored solutions
- Responded to customer inquiries about bank products and services
Enrollment Services Clerk
Coast Mountain College
Terrace, BC
05.2021 - 12.2021
- Supported students in managing drop requests, withdrawals, and administrative drops to ensure smooth transitions
- Assists students with drop requests, withdrawals, and administrative drops
- Assists with student record keeping, scanning of records, registration, semester process and graduation
- Executed various tasks designated by the Dean of Enrollment Services
- Handled student record keeping, scanned records, processed registrations, and facilitated graduation to maintain accurate and accessible student data
- Greeted students and provided comprehensive information about college programs and the admission process.
Supervisor
Shoppers Drug Mart
Terrace, BC
10.2018 - 04.2020
- Supervise and coordinate sales staff and cashiers
- Maintained inventory levels and ordered merchandise to meet customer demand
- Assigned sales workers to specific tasks based on store needs to duties and prepare work schedules
- Resolved customer complaints and supply shortages to enhance customer satisfaction
- Maintain specified inventory and order merchandise
- Authorized payments for customer transactions to ensure accurate processing by cheque and the return of merchandise
Education
Investment Funds in Canada
IFSE Institute
Surrey, BCBusiness Administration
Coast Mountain College
Terrace, BCSkills
- CRA compliance
- Payroll administration
- Account reconciliation
- Confidential information management
- Analytical problem-solving
- Attention to Detail
- Time multitasking
- Communication and Teamwork
Timeline
Employer Accounts Officer
Canada Revenue Agency
09.2026 - Current
Financial Services Associate
CIBC
08.2022 - 11.2024
Customer Service Representative
Bank of Montreal
03.2022 - 07.2022
Enrollment Services Clerk
Coast Mountain College
05.2021 - 12.2021
Supervisor
Shoppers Drug Mart
10.2018 - 04.2020
Investment Funds in Canada
IFSE Institute
Business Administration
Coast Mountain College