Gursimrat Kohli
St. John's
Summary
Dedicated finance professional with extensive experience in customer service, financial advising, and administrative roles. Proficient in financial planning, data analysis, and CRM systems, with a strong ability to build relationships and deliver tailored solutions. Adept at meeting deadlines, achieving business goals, and ensuring client satisfaction.
Overview
5
5
years of professional experience
Work History
Senior Customer Experience Associate
Scotiabank
07.2022 - Current
- Transaction Handling: Managed withdrawals, deposits, transfers, loan payments, and wire transfers while ensuring accuracy
- Account Management: Proficient in opening accounts and performing end-of-day balancing for teller functions
- Client Engagement: Delivered advice on credit card products, overdraft protection, and lines of credit and processing GICs to meet client needs.
- Cross-Selling: Promoted additional financial products and services, contributing to branch and individual sales goals
- Administrative Tasks: Processed cheques, drafts, statements, and other account-related documentation
Cashier/Customer Service/Sales Associate
Loblaw (Dominion)
11.2020 - 12.2022
- Transaction Management: Handled transactions using cash registers, ensuring accuracy in payments, receipts, and refunds
- Customer Relations: Provided resolutions to customer complaints and guided them on product offerings
- Inventory Oversight: Managed merchandise returns, exchanges, and ensured checkout areas remained organized and efficient
Enrolment Services Student Assistant
Office of Registrar, Memorial University
04.2022 - 08.2022
- Documentation Preparation: Assisted with preparing enrolment letters and transcripts for mailing and pick-up
- Student Support: Responded to registration inquiries via email, phone, and front desk, providing accurate information
- Administrative Duties: Performed faxing, photocopying, and other clerical tasks to support the registrar's office
Shift Manager and Keyholder
Icing By Claire's
11.2021 - 07.2022
- Leadership: Supervised staff schedules, opened/closed the store, and ensured legal compliance
- Financial Oversight: Managed bank deposits, balanced POS drawers, and prepared sales reports
- Customer Experience: Delivered friendly service, organized promotional campaigns, and supported marketing strategies
Economics Tutor
Memorial University of Newfoundland
01.2022 - 04.2022
- Student Guidance: Assisted students in Microeconomics 1010 and Macroeconomics 1020, clarifying complex topics
- Academic Support: Reviewed study materials and answered study guide questions
- Faculty Assistance: Supported research projects, conducted library/online searches, and assisted with grading
Virtual Course Moderator and Assistant
Mental Health Commission of Canada
08.2020 - 10.2021
- Session Moderation: Supported virtual course facilitators, managed time schedules, and handled participant queries
- Technical Support: Troubleshot technological challenges and managed online tools like Zoom, Webex, and MS Teams
- Administrative Duties: Maintained registration lists, distributed course materials, and ran polls and breakout rooms
Exam Proctor and Invigilator (MUCEP)
Memorial University of Newfoundland
09.2020 - 04.2021
- Exam Administration: Hosted Webex meetings, invigilated on-campus exams, and recorded attendance
- Clerical Work: Assisted with scheduling, returned exams to departments, and documented notable events
Customer Retention Agent (Full-Time Virtual and In-Office)
S&P Data
04.2020 - 08.2020
- Customer Solutions: Provided support via phone, retaining loyal customers by addressing concerns and offering solutions
- Sales: Conducted phone-based sales and filled surveys to enhance client retention
- Software Proficiency: Utilized customer service software to manage accounts and deliver prompt resolutions
Education
Mutual Funds Diploma -
Canadian Investment Funds Course (IFSE)
11.2024
Bachelor of Business Administration -
Memorial University
04.2024
Skills
- Payroll processing
- Task management
- Deadline adherence
- Client acquisition
- Cross-selling
- Financial advising
- Relationship building
- CRM systems
- Problem resolution
- Data analysis
- Digital marketing
- MS Office
- Presentation skills
- Financial advice
- Financial analysis
Certifications And Assessments
- Customer Service, Proficient, 11/01/20
- Customer Focus & Orientation, Highly Proficient, 04/01/21
- Work Motivation, Expert, 08/01/21
Timeline
Senior Customer Experience Associate
Scotiabank
07.2022 - Current
Enrolment Services Student Assistant
Office of Registrar, Memorial University
04.2022 - 08.2022
Economics Tutor
Memorial University of Newfoundland
01.2022 - 04.2022
Shift Manager and Keyholder
Icing By Claire's
11.2021 - 07.2022
Cashier/Customer Service/Sales Associate
Loblaw (Dominion)
11.2020 - 12.2022
Exam Proctor and Invigilator (MUCEP)
Memorial University of Newfoundland
09.2020 - 04.2021
Virtual Course Moderator and Assistant
Mental Health Commission of Canada
08.2020 - 10.2021
Customer Retention Agent (Full-Time Virtual and In-Office)
S&P Data
04.2020 - 08.2020
Mutual Funds Diploma -
Canadian Investment Funds Course (IFSE)
Bachelor of Business Administration -
Memorial University
Similar Profiles
Jasleen KamalJasleen Kamal
Financial Advisor at ScotiabankFinancial Advisor at Scotiabank
Gurpreet SinghGurpreet Singh
Senior Financial Advisor at ScotiabankSenior Financial Advisor at Scotiabank
Aram Iqbal DesaiAram Iqbal Desai
Senior Mortgage Funding and Accounting Officer at ScotiabankSenior Mortgage Funding and Accounting Officer at Scotiabank
Ashley DaweAshley Dawe
CLIENT RELATIONSHIP MANAGER at ScotiabankCLIENT RELATIONSHIP MANAGER at Scotiabank
Joycee McDonaldJoycee McDonald
Child and Youth Care Worker at Key Assets NLChild and Youth Care Worker at Key Assets NL