Summary
Overview
Work History
Education
Skills
Websites
Timeline
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GURJIT S. JALF

Brampton,ON

Summary

Finance and customer service professional with hands-on experience in financial services, banking operations, and cash management. Proven ability to deliver accurate financial transactions, maintain compliance with regulations, and build lasting client relationships. Skilled in financial reporting, problem-solving, and achieving sales targets. Dedicated to pursuing a career in financial services with a long-term goal of advancing into wealth management.

Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated to leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.

Overview

2026
2026
years of professional experience

Work History

Financial Services Representative

Money Mart
2024 - Current
  • Promote and process financial products including loans, cheque cashing, and bill payments, consistently surpassing sales targets.
  • Manage high-volume cash handling while maintaining 100% compliance with internal policies and federal regulations.
  • Negotiate repayment plans and enhance collection efficiency through proactive client engagement.
  • Prepare daily, weekly, and monthly financial reports for branch performance analysis.

Head Count & Banker

Red Shores Racetrack & Casino
01.2022 - Current
  • Supervise count room operations and manage high-value cash reconciliations with strict audit compliance.
  • Balance floats and financial records at shift end, ensuring accuracy in all reporting.
  • Enter and analyze financial data using Excel for auditing, reporting, and variance analysis.
  • Coordinate team operations, supporting compliance and efficiency improvements.
  • Manage phone inquiries related to audit reports, providing timely clarifications and coordinating follow-ups.

Lead Cashier

Esso Belvedere
01.2021 - Current
  • Oversee point-of-sale operations, cash balancing, and daily reconciliation.
  • Prepare Excel-based inventory and sales reports for management.
  • Deliver strong customer service while ensuring smooth operational workflows.

Education

Banking And Finance

Canadian Securities Institute
05-2026

Diploma - Business Administration

Holland College
Charlottetown, PE
05.2022

Bachelor of Science - Accountancy

Systems Plus College Foundation
01.2020

High School Graduate -

O.B. Montessori Center
Angeles City, Philippines
05.2019

Skills

  • Financial reporting & reconciliation
  • Compliance & risk management
  • Customer relationship management
  • Cash handling & transaction accuracy
  • Loan & credit product knowledge
  • Budgeting & forecasting
  • Microsoft Excel (PivotTables, charts, formulas)
  • QuickBooks & Sage

Timeline

Head Count & Banker

Red Shores Racetrack & Casino
01.2022 - Current

Lead Cashier

Esso Belvedere
01.2021 - Current

Financial Services Representative

Money Mart
2024 - Current

Banking And Finance

Canadian Securities Institute

Diploma - Business Administration

Holland College

Bachelor of Science - Accountancy

Systems Plus College Foundation

High School Graduate -

O.B. Montessori Center
GURJIT S. JALF