GURPREET SINGH
Barrie,ON
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Personal Banker
TD Bank
06.2022 - Current
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Manage efficiently in a multi-tasked environment and ensure deadlines are met by creating follow up tasks on the relationship builder tool.
- Generated new ideas in CRM tools to enhance the customer service and colleague experiences.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Act as a subject matter expert on Financial Planning tools like PAT, Goal builder and Relationship Builder.
- Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
- Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
- Provided ongoing mentorship to junior bankers, building their skills in sales techniques and customer relations management.
- Supported managers in implementing operational improvements that increased efficiency across the branch network.
- Managed complex credit applications; negotiated terms and conditions which resulted in increased loan approvals for qualified borrowers.
Client Advisor
RBC
01.2022 - 06.2022
- Provided exceptional customer service, resulting in increased client retention and loyalty.
- Collaborated with team members to achieve monthly sales targets and provide exceptional service to customers.
- Identified fraudulent activities by diligently monitoring transactions and reporting suspicious activity to management.
- Educated customers on banking products, enabling them to make informed decisions about their finances.
- Supported branch management in achieving operational excellence through adherence to regulatory guidelines and internal procedures.
- Increased efficiency within the teller line by sharing best practices among colleagues, leading to shorter wait times for customers.
- Assisted clients with financial transactions such as deposits, withdrawals, bill payments, wire transfers, and foreign currency exchanges.
- Resolved problems and concerns quickly and/ or referred to colleagues as appropriate.
Grocery Clerk
Loblaw's
07.2020 - 12.2021
- Exceed client expectations by introducing new offers and promotions.
- Controlled inventory and informed the procurement managers in case of low inventory level.
Education
Post-Graduate Diploma in Project Management -
Humber College
Toronto, ON01.2021
Post-Graduate Diploma in Supply Chain -
Seneca College
01.2020
Bachelor in Commerce -
Panjab University
Chandigarh, India06.2018
Skills
- Time Management
- Project Management
- Technical Analysis
- Problem-Solving
- Relationship Building
- Conflict Resolution
- Critical Thinking
- Detail Oriented
- Attention to Detail
- Enrolled in CAPM
- Regulatory Compliance
Certification
- IFIC (2021)
- SIX-SIGMA GREEN BELT (2020)
- JIRA CLOUD SOFTWARE
- CPR-C & AED
- CFSA
- CAPM ENROLLED
Languages
English
Full Professional
Hindi
Native or Bilingual
Punjabi
Native or Bilingual
Bhojpuri
Native or Bilingual
Volunteer
By Taking part in TD Tree Days, volunteers actively support forest stewardship, while making a tangible contribution to well- being of their community and environment.
Timeline
Personal Banker
TD Bank
06.2022 - Current
Client Advisor
RBC
01.2022 - 06.2022
Grocery Clerk
Loblaw's
07.2020 - 12.2021
Post-Graduate Diploma in Project Management -
Humber College
Post-Graduate Diploma in Supply Chain -
Seneca College
Bachelor in Commerce -
Panjab University
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