Ekampreet Kaur
Calgary,AB
Summary
Dynamic commerce graduate and client-focused professional with progressive experience in financial services, retail operations, and team leadership. Currently serving as a Financial Cards Advisor at Servus Credit Union, bringing a strong foundation in banking products, member relationships, and contact center operations. With a background spanning supervisory retail roles and technical support, committed to growing within the financial services industry by leveraging diverse expertise, a strong work ethic, and a genuine passion for helping clients.
Overview
7
7
years of professional experience
Work History
Member Cardholder Advisor 1 / Financial Advisor
Servus Credit Union
Calgary, AB
01.2025 - Current
- Addressed member cardholder inquiries via inbound calls, delivering reliable and efficient service to support member engagement.
- Processed credit and debit card applications efficiently. Assisted with credit limit reviews and card activations. Handled replacements and account maintenance requests promptly.
- Analyzed and addressed billing disputes, unauthorized transactions, and chargeback claims, ensuring compliance with established credit union policies.
- Conducted assessments of member financial situations and advised on suitable card options to enhance financial well-being.
- Developed strategies for cross-selling and promoting Servus products and services, contributing to achievement of referral and sales targets.
- Executed all member interactions in strict accordance with KYC, AML, and fraud prevention regulations to mitigate risks and enhance security.
- Developed and implemented educational resources for members regarding digital banking tools, card features, and self-service options.
- Promoted Servus Credit Union service standards and actively contributed to a positive and supportive team environment.
Universal Financial Associate
Servus Credit Union
Calgary, AB
01.2023 - 01.2025
- Provided expert assistance on inbound member calls, effectively resolving issues related to various financial products and services such as accounts, loans, RRSPs, TFSAs, and online banking.
- Managed member account transactions, providing assistance with bill payments, fund transfers, stop payments, and ongoing account maintenance.
- Analyzed member financial requirements through attentive listening and recommended relevant services to meet their financial goals.
- Guided members in the effective use of digital banking tools, ensuring seamless access to online and mobile banking services.
- Identified and referred suitable products to wealth management and internal teams, enhancing alignment with members' financial aspirations.
- Monitored and enforced adherence to all credit union policies and regulatory standards, including KYC and fraud prevention measures.
- Mentored and trained new contact center advisors on product knowledge, call-handling procedures, and service standards.
Technical Customer Support Advisor / Mentor
IntouchCX
Winnipeg, MB
01.2021 - 01.2023
- Utilized electronic communication to provide comprehensive technical support, enhancing user experience by accurately addressing and resolving issues.
- Exhibited strong adaptability by navigating complex problems and adjusting resolution strategies to maintain quality standards.
- Executed effective time management strategies to prioritize and balance high volumes of support requests.
- Articulated information clearly and professionally in both written and verbal formats, enhancing resolution efficiency and accuracy.
- Adapted communication style to effectively engage diverse audiences and enhance understanding of complex concepts.
- Evaluated and implemented compliance measures to uphold strict adherence to established protocols and regulatory requirements.
- Provided mentorship and coaching to new team members, focusing on technical troubleshooting techniques and effective call-handling practices.
Cashier
Walmart Supercenter
Winnipeg, MB
01.2020 - 01.2022
- Guided customers in finding products, resolving inquiries, and providing customized recommendations to enhance overall shopping experience.
- Processed cash and credit card transactions accurately. Issued receipts for all transactions. Balanced cash drawer at end of each shift.
- Streamlined customer onboarding into Walmart credit and loyalty card programs, supporting overall store enrollment goals.
- Facilitated training for new team members on cash register operations, stock procedures, and customer service standards.
- Enhanced customer satisfaction by proactively identifying needs and addressing concerns promptly.
Customer Service Representative / Front End Supervisor
Real Canadian Superstore
Windsor, ON
01.2019 - 01.2020
- Monitored and updated knowledge of current promotions, exchange guidelines, payment policies, and store security practices.
- Facilitated onboarding and shadowing of newly hired team members, delivering structured training to enhance performance.
- Managed escalation of customer complaints and special requests, ensuring timely resolutions in accordance with store policy.
- Executed accurate reconciliation of cash drawers at shift end, ensuring financial accountability.
- Informed customers about special pricing opportunities and company offerings to enhance value and satisfaction.
- Led, coached, and motivated front-end colleagues, fostering a positive team environment and driving consistent performance.
Education
Event Management
St. Clair College of Applied Arts And Technology
Windsor05-2020
Post-Graduate Certificate - Human Resource Management
St. Clair College of Applied Arts And Technology
Windsor05-2019
Bachelor of Commerce - Commerce
Guru Nanak Dev University
Amritsar, India05-2016
Skills
- Effective conflict resolution
- Detail-oriented analysis
- Analytical thinking
- Effective time management
- Effective team leadership
- Attention to detail
- Decision-making
- Relationship development
- Proficient in conveying financial product information
- Client needs analysis
- Upselling financial products
- Proficient in Microsoft Office Suite
Languages
English
Full Professional
Hindi
Full Professional
Punjabi
Native or Bilingual
Accomplishments
- Managed family-owned retail business, Khurana Store, overseeing daily operations including journal entries, cash flow management, and balance sheet maintenance.
- Supervised and coordinated employees, delegated tasks effectively, and ensured smooth workflow while upholding high customer service standards.
- Successfully cleared the Common Proficiency Test (CPT), a nationally recognized foundational examination in commerce and accounting.
- Demonstrated leadership by mentoring newly joined colleagues at work and guiding junior peers throughout college years.
Timeline
Member Cardholder Advisor 1 / Financial Advisor
Servus Credit Union
01.2025 - Current
Universal Financial Associate
Servus Credit Union
01.2023 - 01.2025
Technical Customer Support Advisor / Mentor
IntouchCX
01.2021 - 01.2023
Cashier
Walmart Supercenter
01.2020 - 01.2022
Customer Service Representative / Front End Supervisor
Real Canadian Superstore
01.2019 - 01.2020
Event Management
St. Clair College of Applied Arts And Technology
Post-Graduate Certificate - Human Resource Management
St. Clair College of Applied Arts And Technology
Bachelor of Commerce - Commerce
Guru Nanak Dev University