Gurbinder Kaur
Yuba City
Summary
Highly skilled in Operations Customer Service with a strong background in managing complex operational procedures and delivering top-notch customer service. Strengths include process optimization, problem-solving, and team leadership. Proven track record of driving performance improvement by streamlining operations and maximizing customer satisfaction.
Overview
11
11
years of professional experience
Work History
Client Service Specialist
Plumas Bank
02.2025 - Current
- Maintained detailed records of client interactions, facilitating seamless handoffs between team members when necessary.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Educated customers about billing, payment processing and support policies and procedures.
CSS
Umpqua Bank
11.2023 - 02.2025
- Received and submitted payments, updated account information and provided receipts.
- Presented and explained fees, clearly clarifying invoices and company policies.
- Balanced daily cash deposits and vault inventory with zero error rate.
- Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
- Handled large volumes of currency quickly and accurately with minimal errors.
- Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds.
- Received mortgage and other loan payments, verifying payment dates and amounts due.
Personal Banker
Wells Fargo
05.2018 - 06.2020
- Educated customers on variety of retail products and digital solutions, enhancing customer experience.
- Participated in community outreach events to promote awareness of the bank's services.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Assisted clients in setting up online banking services, enhancing accessibility and convenience.
- Advised customers on various banking products and services such as loans, investments, and credit cards.
- Developed financial plans for customers based on their individual needs.
- Collaborated with team members to develop marketing strategies for banking services.
Teller
Wells Fargo
09.2016 - 05.2018
- Received and counted daily inventories of cash, drafts and checks.
- Balanced cash drawers on a daily basis.
- Identified opportunities to refer customers to other areas of the bank for additional services.
- Provided exceptional customer service while accurately processing routine transactions.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
Phone Banker
Wells Fargo
01.2015 - 08.2016
- Answered incoming calls and provided customer service.
- Developed processes for customer service operations to ensure consistency in customer service delivery.
- Developed and maintained online banking services for customers.
- Assisted customers with inquiries regarding banking services.
- Educated customers about different banking services such as online banking, debit cards, credit cards.
- Monitoring customer accounts, ensuring compliance with banking regulations.
Education
HIGH SCHOOL DIPLOMA -
Some College - undefined
Truckee Meadows Community College
Reno, NVSkills
- Excellent customer service
- Sales Growth
- Relationship Building
- Attention to detail
- Banking policies and procedures
LANGUAGES
English, advanced
Punjabi, advanced
Punjabi: Full Professional
Hindi: Elementary
Timeline
Client Service Specialist
Plumas Bank
02.2025 - Current
CSS
Umpqua Bank
11.2023 - 02.2025
Personal Banker
Wells Fargo
05.2018 - 06.2020
Teller
Wells Fargo
09.2016 - 05.2018
Phone Banker
Wells Fargo
01.2015 - 08.2016
Some College - undefined
Truckee Meadows Community College