Gurmanjot Kaur
Brampton,ON
Summary
Creating long-lasting career and relations in financial institutions. Educated in business operations, accounting and marketing. Seeking a competitive and challenging environment where I can serve the organization and establish an enjoyable career for myself.
Overview
4
4
years of professional experience
Work History
Virtual Experience Outbound Associate
Bank of Montreal
Mississauga, Ontario
02.2024 - Current
- Proactively contacted clients to assess their needs, educate them about BMO digital capabilities, including activation, enrolment and utilization
- Reached out to clients to welcome them to BMO and encouraged them to activate their accounts by enrolling payroll/pension deposits and making it their main transaction account.
- Proactively identified and fulfilled additional everyday banking needs such as chequing, savings, overdraft, credit cards and preapproved credit offers.
- Probed to understand customer needs and provides advice and solutions related to personal banking that are in the best interests of the customer
- Escalated complex or unresolved customer situations to managers as required
- Identified and made referrals to other business groups as needed, i.e. Investments, Credit.
- Maintained the confidentiality of customer and Bank information.
- Trained new agents on Outbound Calls
- Helped team with branch learning opportunities
- Handled monthly call calibration sessions
- Performed initial problem solving within given rules/limits & escalates when required.
Personal Banker
Bank Of Montreal
Mississauga, ON
05.2023 - Current
- Worked on TSYS
- Helped Customers with credit card statements
- Worked on fraud status
- Maintained position of trust and responsibility by keeping customer business confidential.
- Met with customers to analyze financial needs and maximize sales opportunities.
- Analyzed customer credit data and other financial information to identify solutions that aligned with customer needs.
Call Centre Everyday Banking Associate
Bank of Montreal
01.2022 - Current
- Great leadership and interpersonal Customer oriented approach
- Resolved customer inquiries, questions and concerns to consistently offer quality service and meet performance benchmarks.
- Trained and supervised new employees to promote overall team productivity and consistent service.
- Answered incoming calls and provided highest level of professionalism and knowledgeable service to every customer.
- Managed customer expectations by clarifying needs, identifying options and recommending products and services.
- Consulted with customers to resolve service and billing issues.
- Assisted customers with inquiries and transactions to meet productivity goals and achieve profit growth.
- Handled escalated customer service concerns to preserve customer satisfaction and maintain long-term business relationships.
Office Administrator
Just Rush
Brampton, ON
05.2021 - 12.2021
- Produced high-quality documents, spreadsheets and presentations for internal and customer-facing needs
- Responded to inquiries from callers seeking information
- Informed and supported business leaders through consistent communication and administrative support duties
- Completed accurate and efficient AP/AR actions and resolved discrepancies to maintain compliant accounts
- Provided quality clerical support through data entry, document management, email correspondence and overseeing operation of office equipment
- Interacted with customers by phone, email or in-person to provide information
Education
Diploma - Business Management
Centennial College
Scarborough, ON06.2019
Coursework in Financial Accounting, Management Accounting, Customer Centric Strategy and Professional Selling. -
Canadian Securities
Skills
- Excellent in information gathering, data Ability to follow up and keep track of compilation and preparation of reports each case
- Ability to achieve and exceed sales Exceptional ability to utilize advising targets and sales promotional techniques
- Flexible when comes to company work
- Excellent telephone manners
Timeline
Virtual Experience Outbound Associate
Bank of Montreal
02.2024 - Current
Personal Banker
Bank Of Montreal
05.2023 - Current
Call Centre Everyday Banking Associate
Bank of Montreal
01.2022 - Current
Office Administrator
Just Rush
05.2021 - 12.2021
Diploma - Business Management
Centennial College
Coursework in Financial Accounting, Management Accounting, Customer Centric Strategy and Professional Selling. -
Canadian Securities