Gurpreet Kaur
Hamilton,Canada
Summary
Highly organized financial services representative with exceptional communication, problem-solving, and multitasking skills. Cultivates strong client relationships and delivers top-notch service. Demonstrated success as a customer service professional, resolving customer requests and concerns with precision. Provides relevant information and presents viable options to effectively address issues. Possesses a positive and energetic demeanor, navigating challenging situations through resourcefulness and adaptability. Detail-oriented team player with a keen eye for organization, capable of managing multiple projects simultaneously with utmost accuracy. Seeking a full-time position that offers professional challenges where interpersonal skills, excellent time management, and problem-solving abilities can be fully utilized.
Overview
10
10
years of professional experience
Work History
Financial services Representative
Momentum Financial Groups and services
02.2024 - Current
- Helping large volume of customer everyday and focus on customer satisfaction
- Responsible for opening and closing the store
- Responsible for inbound and outbound calls
- Help company to collect the debts from the customers by collection calls
- Provide excellent customer service to give them best experience
- Cashing large amount of cheques and responsible for payday loans and
- Revenue Generation
- Corrective Actions
- Accurate Recordkeeping
- Special Requests
- Sales and Upselling
- Loan Disbursement
- Payment Processing
- Document and Records Management
- Greeting Visitors
- Payment Reminders
- Financial Consulting
- Process Transactions
- Customer Support instalment loans
- Follow all the requirement and protocols in order to provide all financial services
- Responsible for cleanings and organise the stuff in branch properly
- Responsible for keeping all the important documents information confidential
- Responsible for marketing calls to aware all the customers about out services
Client Service Representative
CURO Financial Corporation Of Canada
09.2018 - 10.2022
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction
- Responded to customer calls and emails to answer questions about products and services
- Utilized active listening skills to identify customer needs and provide appropriate solutions
- Maintained and managed customer files and databases
- Maintained accurate record-keeping with proactive attention to client information updates
- Collaborated with other departments to develop ways to increase customer satisfaction
- Reached out to customers after completed sales to suggest additional service or product purchases
- Promoted available products and services to customers during service, account management, and order calls
- Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives
- Ensure accurate data entry for all transactions as measured by the clients file audit
- Adhere to make inbound and outbound calls to follow up with clients in order to maintain company's standards
Cashier
Nations Fresh Foods
12.2017 - 09.2018
- Greeted customers entering store and responded promptly to customer needs
- Built relationships with customers to encourage repeat business
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels
- Worked flexible schedule and extra shifts to meet business needs
- Counted money in cash drawers at beginning and end of shifts to maintain accuracy
Supervisor
A&W Restaurant
07.2014 - 12.2017
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows
- Handled customer complaints, resolved issues, and adjusted policies to meet changing needs
- Monitored workflow to improve employee time management and increase productivity
- Evaluated employee performance and coached and trained to improve weak areas
- Maintained compliance with company policies, objectives, and communication goals
- Mentored newly hired employees on operating equipment and safety and developed training manual to use for reference
Education
Associate of Arts - General Arts
Niagara College
Welland, ON04.2015
MBA - International Business Management
Mohawk College of Applied Arts And Technology
Hamilton, ON12.2014
BBA - Business Administration
KC School of Management And Computer Application
India, Punjab04.2013
Skills
- Financial services
- Customer relationship
- Cash handling
- Sales goals
- Account maintenance
- Loan applications
- Relationship management
- Teller transactions
- Financial planning
- Records management
- Payments processing
- Punctual and dependable
- Strong work ethic
- Analytical thinking
References
Available upon Request
Languages
English
Native or Bilingual
Punjabi
Native or Bilingual
Hindi
Native or Bilingual
Timeline
Financial services Representative
Momentum Financial Groups and services
02.2024 - Current
Client Service Representative
CURO Financial Corporation Of Canada
09.2018 - 10.2022
Cashier
Nations Fresh Foods
12.2017 - 09.2018
Supervisor
A&W Restaurant
07.2014 - 12.2017
MBA - International Business Management
Mohawk College of Applied Arts And Technology
BBA - Business Administration
KC School of Management And Computer Application
Associate of Arts - General Arts
Niagara College
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