Gurjeet Kullar
New Westminster,Canada
Summary
Client-centric financial services expert with over 15 years of experience in banking, insurance, and lending sectors. Acknowledged for providing outstanding customer service, effectively resolving escalations, cultivating robust client and broker relationships, and consistently meeting sales and service objectives in high-pressure environments. Specializes in client relationship management, strategic planning, and innovative problem-solving to optimize service delivery.
Overview
18
18
years of professional experience
Work History
Senior Client Services Specialist
First Insurance Funding of Canada
Vancouver, Canada
01.2020 - Current
- Achieved recognition as two-time recipient of ‘Shining Star’ award for exceptional service performance.
- Resolved escalations and urgent funding requests while adhering to strict service-level agreements.
- Managed client inquiries, efficiently addressing issues to ensure high satisfaction ratings.
- Developed strategies to enhance client service operations and processes for improved outcomes.
- Fostered strong relationships with clients to build loyalty and trust.
- Supported brokers with web-based quoting tools and handled funding inquiries effectively.
- Provided training and support to new team members on established best practices.
- Coordinated with departments to optimize efficient service delivery across channels.
Financial Services Representative
Westminster Savings Credit Union
New Westminster, Canada
07.2013 - 08.2019
- Provided front-line banking support with a strong focus on customer experience and sales performance
- Processed loans and lines of credit in compliance with institutional policies and risk guidelines
- Gathered, analyzed, and evaluated complex financial information to support sound lending decisions
- Handled client escalations professionally, ensuring timely and effective resolution
- Led the team in sales and referral generation, contributing to branch growth
- Trained and supported new-to-role employees, improving onboarding and performance outcomes
Customer Service Coordinator
Pinnacle Correspondent Services (Canaccord Financial)
Vancouver, Canada
12.2011 - 07.2013
- Delivered front-line financial and customer service support via phone and email
- Prepared and distributed monthly statements with a high degree of accuracy
- Analyzed complex information and maintained detailed, up-to-date client records
- Updated and managed databases on daily, weekly, and monthly schedules
- Planned and coordinated department events and initiatives
Insurance Advisor
Canadian Direct Insurance
Vancouver, Canada
06.2010 - 12.2011
- Handled inbound and outbound calls providing insurance information and guidance to clients
- Applied conflict resolution techniques to manage challenging conversations effectively
- Participated in internal committees including Fun Committee, Eco Squad, Docs Committee, and United Way Campaign
- Ranked #1 in Call Quality for Auto Service (2010)
Card Sales & Service Representative
RBC Financial Group
Vancouver, Canada
11.2007 - 01.2010
- Trained and supervised agents with a focus on service excellence and sales effectiveness
- Made independent credit decisions in accordance with established policies and procedures
- Built strong client relationships through consultative discussions and tailored recommendations
- Resolved issues at first point of contact and escalated complex matters appropriately
- Recipient of RBC Performance Gold, RBC Performance Team, and RBC Performance Awards
Education
Master of Business Administration -
Thompson Rivers University
Kamloops, BC01.2006
Bachelor of Arts - Sociology
University of British Columbia Okanagan
Kelowna, BC01.2005
Skills
- Client and broker relationship management
- Financial services support
- Sales and cross-selling
- Issue resolution
- Risk-based decision making
- Training and mentorship
- High-volume communication environments
- CRM systems
- Microsoft Office and Webex
Accomplishments
RBC Performance Gold, RBC Performance Team, and RBC Performance
Timeline
Senior Client Services Specialist
First Insurance Funding of Canada
01.2020 - Current
Financial Services Representative
Westminster Savings Credit Union
07.2013 - 08.2019
Customer Service Coordinator
Pinnacle Correspondent Services (Canaccord Financial)
12.2011 - 07.2013
Insurance Advisor
Canadian Direct Insurance
06.2010 - 12.2011
Card Sales & Service Representative
RBC Financial Group
11.2007 - 01.2010
Master of Business Administration -
Thompson Rivers University
Bachelor of Arts - Sociology
University of British Columbia Okanagan