GURPREET SINGH
Kelowna,BC
Summary
Qualified with a Business Administration degree and Post Baccalaureate diploma in Marketing and knowledgeable enough in management. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Detail-oriented administrative assistant with experience in customer service, data entry and office management. Skilled at handling and resolving conflicts professionally.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Licensed Personal Banker Associate
BMO Bank
Orchard Park
07.2022 - Current
- Increased customer satisfaction by diligently addressing inquiries, concerns, and providing personalized banking solutions.
- Contributed to branch sales goals by proactively identifying opportunities for cross-selling and upselling banking products.
- Enhanced customer loyalty by offering exceptional service during account openings, loan applications, and credit card processing.
- Continuously improved knowledge of financial products and services through ongoing training, staying abreast of market trends and changes in regulations.
- Assisted customers with completing required forms for opening and closing bank accounts.
- Prioritized tasks to meet tight deadlines, pitching in to assist others with project duties.
- Processed loan applications, including gathering required documentation and ensuring accuracy of data entered into the system.
- Opened new accounts, managed existing accounts, and assisted customers with account maintenance tasks such as transfers, withdrawals, deposits, check orders.
- Assisted branch manager in developing strategies for increasing sales goals by identifying new leads through referrals from existing customers.
- Monitored daily transaction activities to detect any suspicious or fraudulent activity.
- Promoted financial products with targeted direct mailings, in-branch selling, and outbound calls.
Assistant Manager
Circle K
West Kelowna
10.2019 - 10.2022
- Front desk job, and stocking assistant
- Collected customer feedback and made process changes to exceed customer satisfaction goals
- Responded to customer requests for products, services, and company information
- Offered advice and assistance to customers, paying attention to special needs or wants
- Cultivated customer loyalty, promoted repeat customers, and improved sales
- Educated customers on promotions to enhance sales.
- Conducted regular performance reviews for employees to identify areas of improvement.
- Created reports on sales trends, inventory levels, and financial data.
- Initiated inventory control measures to manage and replenish stock, maintain cost levels and meet customer demand.
Customer Service Agent
ATS-WestJet Airlines
KELOWNA, BC
02.2022 - 07.2022
- Providing information to passengers about flight times, gate changes, delays, and other pertinent information
- Processing boarding passes, checking identification documents, and directing passengers to security checkpoints
- Coordinating with other ground staff to arrange transportation and hotel accommodation for passengers who need assistance.
- Assisted customers with inquiries regarding products and services through phone, email, and chat.
- Processed refunds, returns, exchanges, and order cancellations according to policy.
- Performed administrative duties related to customer service such as filing documents or completing paperwork.
- Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
- Utilized active listening and communication skills to address customer inquiries and escalate issues to supervisor.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
Loss Prevention Officer, Security Guard
Blackbird Security, Paladin Security, Intercept Security, Commissionaires
06.2020 - 02.2022
- Upheld strict security and safety procedures to protect business from financial losses due to theft or careless mismanagement
- Calmly and efficiently addressed emergency situations such as safety hazards and threats to life or property, deescalating when possible and directing shoppers to safety
- Generated comprehensive reports documenting evidence of attempted theft and recovered merchandise
- Developed and launched on-site client training seminars to foster understanding and implementation of loss control strategies
- Worked with Government sites and Interior Health sites.
- Monitored and inspected store entrances, exits, and checkout areas to detect shoplifting or other suspicious activities.
- Analyzed video surveillance footage to identify potential criminal activity.
- Interacted with customers in a professional manner when confronting suspected theft cases.
- Maintained accurate records of losses due to shoplifting or fraud.
Education
POST BACCALAUREATE DIPLOMA IN MARKETING -
OKANAGAN COLLEGE
12.2021
BACHELOR OF COMMERCE (MAJOR IN FINANCE) - BACHELORETTE DEGREE -
PANJAB UNIVERSITY
05.2018
Skills
- Highly Skilled leader with skills in delegating tasks, team building, and creating positive customer experience
- Proficient with Microsoft Word, Excel, and PowerPoint
- Excellent data entry, Budget making and typing skills
- Strong mathematical skills
- Attention to detail
- Superior listening, verbal, and written communication skills
- Worked In Interior Health job sites
- Banking Regulations
- Relationship Building and Management
- Account Closings
- Recordkeeping Requirements
- Customer Service-Oriented
- Persuasive Communication Style
- Community Relations
Certification
- Certificate in Canadian Investment Funds (Mutual Funds) - IFSE Institute
- BC Driving License - Class 4/5
- Basic Security License (BST)
- Advanced Security License (AST)
- Occupational First Aid Level 1
- First Aid and CPR
Languages
English
Full Professional
Punjabi
Native/ Bilingual
Hindi
Full Professional
Timeline
Licensed Personal Banker Associate
BMO Bank
07.2022 - Current
Customer Service Agent
ATS-WestJet Airlines
02.2022 - 07.2022
Loss Prevention Officer, Security Guard
Blackbird Security, Paladin Security, Intercept Security, Commissionaires
06.2020 - 02.2022
Assistant Manager
Circle K
10.2019 - 10.2022
POST BACCALAUREATE DIPLOMA IN MARKETING -
OKANAGAN COLLEGE
BACHELOR OF COMMERCE (MAJOR IN FINANCE) - BACHELORETTE DEGREE -
PANJAB UNIVERSITY
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