Gagan Kaur
Edmonton,AB
Summary
I am an Enthusiastic candidate with extensive experience in customer service and cash handling at ATB. Strong knowledge of offered banking services and products. Reliable and honest professional dedicated to meeting scorecard goals by processing high volumes of transactions with minimal to no supervision.
I am very detail oriented, Tenacious person with strong organizational skills.
Overview
8
8
years of professional experience
Work History
Retail Banker 3
ATB Financial
11.2017 - Current
- Welcomed customers warmly to meet Excellent customer experience, transactional needs, with seamless execution.
- Offered clients advice and guidance on digital and self-serve options to make banking easy, simple and fast.
- Reached out, generated appointments and built new relationships to grow business.
- Engaged customers in needs-based conversations to identify opportunities such as Insured Mortgages, Conventional Mortgages, Heloc's, Refinance, Account openings and credit cards.
- 4+ years of Experience in personal and land secured Landing (Loans, Unsecured Line of credits, professional student line of credits, Mortgages, Heloc's and Mortgage refinances)
- Experience of working with different clientele, i.e Professional Corporations, LLP and Law Firms.
- Helped Business Clients with setting up their Banking needs, Such as Business Accounts, Soho Business Master cards ($50,000) and business Line of credits upto $100,000.
- Followed through all the compliance processes and policies to safeguard customer assets, maintain privacy and act in best interest.
- Consistent Optimized Loan Reviews.
Supervisor
Shoppers Drug Mart
01.2016 - 05.2018
- Oversaw employees and store functions on daily basis.
- Answered product questions and assisted customers in selection and checkout.
- Determined layout of store merchandise for visual appeal to consumers.
- Handled customer complaints, resolved issues, and adjusted policies to meet changing needs.
- Boosted team performance by developing customer service training materials and conducting service training.
- Developed and implemented customer service policies to enhance satisfaction.
- Optimized customer experience by delivering superior services and effectively troubleshooting issues.
Education
No Degree - Business Administration HR
St. Lawrence College
Kingston, ON01.2015
Skills
- Exceptional Customer service skills
- Land secured Landing
- Non Retail Landing
- Manage Customer Accounts
- Fraud Prevention and Account compliance
- Customer Loan Processing including Funding
- Knowledge of ATB program's (SAP, BOX, SERVICE NOW, PORTAL, CSA, CRM AND DEGREED)
Swimming, Gardening and Shopping
I just learn swimming and I go to Rec center every saturday with my 14 months old daughter.
When I am free, I love gardening and love to plant flowers and vegetables in my back yard.
I love shopping and always like to be up to date with new trends.
Timeline
Retail Banker 3
ATB Financial
11.2017 - Current
Supervisor
Shoppers Drug Mart
01.2016 - 05.2018
No Degree - Business Administration HR
St. Lawrence College
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