Gurpinderjit Kaur
Halifax,NS
Summary
Dynamic financial professional with extensive experience at Scotiabank, specializing in tailored financial planning and cultivating strong client relationships.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Virtual Financial Advisor
Scotiabank
Halifax, Nova Scotia
05.2025 - Current
- Developed personalized financial plans for diverse client portfolios.
- Conducted in-depth market research to identify investment opportunities.
- Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
- Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
- Offered diversified set of solutions and full scope of investment products and services to meet clients' best interests.
Certified Senior Teller
Scotiabank
Halifax, Nova Scotia
02.2025 - 05.2025
- Implemented security measures to protect cash assets and prevent fraud risks.
- Maintained up-to-date knowledge of banking products to provide informed recommendations to customers.
- Maintained confidentiality of bank records and client information, directed specific questions to appropriate branch personnel and exceeded customer service satisfaction ratings.
- Prepared and submitted documentation for bank records and compliance purposes.
Teller
Scotiabank
North Sydney, Canada
11.2023 - 02.2025
- Assisted customers with account inquiries and service requests promptly.
- Promoted bank products and services to enhance customer relationships.
- Handled customer complaints with professionalism and empathy effectively.
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
Rogers- Cable Technician Support
Foundever Access Canada INC.
03.2023 - 11.2023
- Resolves problem by clarifying issues; researching and exploring answers and alternative solutions and implementing solutions.
- Maintains various contact center databases by documenting all customer interactions.
- Answers inquiries by clarifying desired information, researching, locating and providing information.
- Offers advice and assistance to customers, paying attention to special demands or needs.
Senior Customer Service Representative
7- Eleven
Winkler, MB
06.2021 - 03.2023
- Processes many daily transactions with accuracy, ensuring a seamless customer experience all the time.
- Demonstrates exceptional customer service skills; including resolving customer complaints and recommendations for products and services.
- Implements up-selling strategies for recommending accessories and complementary purchases.
- Prepares daily records of foods and gas sales and balances register drawers.
Education
Bachelor of Commerce -
Guru Nanak Dev University
Punjab, India05.2018
Post Baccalaureate diploma -
Cape Breton University
Sydney, Nova ScotiaSkills
- Retail and personal lending
- Commercial banking
- Core banking management
- Sales and marketing
- Cross-selling strategies
- Cash management
- Operations management
- Team collaboration
- Networking expertise
- Alternative investment funds
- Retirement planning
- Guaranteed investment certificates (GICs)
- Microsoft Office Suite
- Excel proficiency
- Visio skills
- Google Sheets expertise
- Financial planning software
- CRM systems knowledge
- Sage 50 accounting
Certification
- CFA Level 1, 2023
- Python Programming Fundamentals
- Python, Data Science and A.I
Timeline
Virtual Financial Advisor
Scotiabank
05.2025 - Current
Certified Senior Teller
Scotiabank
02.2025 - 05.2025
Teller
Scotiabank
11.2023 - 02.2025
Rogers- Cable Technician Support
Foundever Access Canada INC.
03.2023 - 11.2023
Senior Customer Service Representative
7- Eleven
06.2021 - 03.2023
Bachelor of Commerce -
Guru Nanak Dev University
Post Baccalaureate diploma -
Cape Breton University
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