GURPINDER BRAR
Mission
Summary
Insightful Manager with experience directing and improving operations through effective employee motivational strategies and strong policy enforcement. Proficient in best practices, market trends and regulatory requirements of industry operations. Talented leader with analytical approach to business planning and day-to-day problem-solving.
Overview
17
17
years of professional experience
Work History
Manager Customer Experience
TD CANADA TRUST
10.2020 - Current
- Accomplished multiple tasks within established timeframes.
- Controlled costs to keep business operating within budget and increase profits.
- Established team priorities, maintained schedules and monitored performance.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Assisted in organizing and overseeing assignments to drive operational excellence.
- Successfully managed budgets and allocated resources to maximize productivity and profitability.
Financial Advisor
TD CANADA TRUST
05.2017 - 09.2020
- Champions award winner 2018
- Winner Q3 Spotlight Nominations 2020
- BCO to the branch in my manager's absence, reviewing credit application and MFs
- Mentoring/ Coaching & Leading fellow Team members on advice conversations, application submissions.
- Provide insights and expert advice to clientele on a range of investments, banking and lending solutions.
- Actively identified cross selling opportunities and referred to appropriate TD Partners.
- Delivered against individual and team sales goals by developing, retaining, and growing branch business.
- Maintain knowledge and interpret all policies and procedures of bank and ensure compliance with all ethics and conducts.
- Continuously update skill by participating in professional trainings, go for courses as instructed by management and be willing to contribute acquired knowledge to the development of the back.
Financial Service Representative
TD CANADA TRUST
02.2016 - 04.2017
- Coordinate with clients and acquire all information and resolve issue effectively.
- Provide professional assistance to all clients' issues and ensure confidentiality of all client information.
- Maintain knowledge and interpret all policies and procedures of bank and ensure compliance with all ethics and conducts.
- Maintain comprehensive knowledge of all services and products.
- Provide efficient sales and services to customers and monitor sales for all referral objectives.
- Analyze all customer requirements and recommend solutions to meet same.
- Maintain relationship with assigned customers and ensure effective implementation of all services and products and update disclosures and notifications.
Customer Service Representative
TD CANADA TRUST
11.2014 - 01.2016
- As the first line of contact, always provide splendid customer services to customers in a friendly and courteous manner.
- Understanding the bank’s policies and propose solutions to customer problems.
- Knowledge of TD's products/services so that the customers can be correctly informed and improving customers’ banking experience with the bank by ensuring that the customers are attended to promptly and all their challenges are resolved without delay.
- Efficiently handling any queries regarding the bank’s products and services and providing effective solutions related to customer finances and management.
- Learning sales techniques to entice customers to try new bank products and services.
- Ensuring that customers’ confidential information is properly protected and only used for official purposes.
- Channel complex customer complaints and challenges to the right quarters for effective resolution.
Assistant Site Manager
BP 2 GO
01.2008 - 03.2012
- Company Overview: British Petroleum, Australia
- Memorized the company’s product offerings; contributed to a 12% sales increase for the quarter by communicating product benefits and providing excellent service.
- Daily reporting for sales and other site maintenance issues to Head Office.
- Site Banking and Paying Invoices and other bills incurred at the site.
- Making Rosters and Payroll. Attending customers and cashing out sales.
- Counting daily stock takings and ordering stocks.
- Training New Staff members and periodically training staff for any new change in the system.
- Participate in periodic safety meeting and raise the concerns if required.
- Working effectively and efficiently under minimal or no supervision.
- British Petroleum, Australia
Education
PFSA -
CSI
01.2020
FP1 - undefined
CSI
01.2019
BCO - undefined
CSI
01.2019
IFIC - undefined
CSI
01.2015
Master’s - undefined
Panjab Technical University
01.2004
Skills
- Customer relationship management (CRM)
- Workforce management
- Sales management
- Coaching and mentoring
- Risk management
- Customer service
- Business administration
- Recruiting and interviewing
- Staff management
- Regulatory compliance
- Team leadership
- Operations management
Accomplishments
Winner of the LEI Top Performer Award, recognizing outstanding contributions to customer experience and team success.
Successful mentoring team results in winning legend for 2024.
Languages
English
Full Professional
Punjabi
Full Professional
Hindi
Full Professional
Hobbies and Interests
- Active TD Volunteer Member: TD Tree Days
- Financial Literacy Programs in schools
- Women in Leadership
- United Way
Timeline
Manager Customer Experience
TD CANADA TRUST
10.2020 - Current
Financial Advisor
TD CANADA TRUST
05.2017 - 09.2020
Financial Service Representative
TD CANADA TRUST
02.2016 - 04.2017
Customer Service Representative
TD CANADA TRUST
11.2014 - 01.2016
Assistant Site Manager
BP 2 GO
01.2008 - 03.2012
FP1 - undefined
CSI
BCO - undefined
CSI
IFIC - undefined
CSI
Master’s - undefined
Panjab Technical University
PFSA -
CSI
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