Gurvinder Minhas
Calgary,Canada
Summary
Dynamic Branch Manager with a proven track record in optimizing operations and elevating team performance. Successfully spearheaded process improvements that significantly boosted customer satisfaction and operational efficiency. Renowned for exceptional leadership and problem-solving abilities, consistently fostering a collaborative, high-performing work environment. Adept at driving strategic initiatives that align with organizational goals and enhance overall business success.
Overview
18
18
years of professional experience
Work History
Assistant Branch Manager
Bank of Nova Scotia
10.2024 - Current
- Led the Branch to be the top Branch in Wealth referrals in Calgary Couth district.
- Increased the Branch Risk Health score from 60% to 90%.
- Managed a Team of 3 senior Financial advisors and 1 CEL handling a team of 6 CEA's
- Team Lead for the District Renewal Team of Assistant Branch Managers and have helped all the branches in Calgary South above goal in Mortgage and GIC Renewals.
- Achieved satisfactory rating for the SSI audit.
- Succession planning and helping the District with prospecting and interviewing new team members.
- Supervised daily branch operations, ensuring compliance with policies and procedures.
- Implemented process improvements, resulting in streamlined workflows and reduced wait times and a YTD C-pulse score of 86%.
Officer- In-charge, Branch Compliance Officer and Senior Financial Advisor
Bank of Nova Scotia
09.2022 - 10.2024
- Won coveted Best of the Best Award for 2023 and Quarterly best performer for 4 quarters in a row.
- Helped move my branch from 13th Position to 3rd position in the South Calgary District.
- Won the branch the South Calgary League of excellence for 2023.
- Contributed as Scene Champion for Calgary South branches for motivating and conducting meetings with advisors.
- Connected with COI's and doing business prospecting in the Walden and Legacy Markets.
- Coached Front line to excel in conversations, resulting in 130% increase in referrals.
- Lead weekly district wise Call Blitz sessions and increased the lead to Action ratio as a part of Sales management Group.
Manager Customer Experience, office In Charge & Branch Compliance Officer
TD Canada Trust
07.2021 - 09.2022
- Lead, motivate and coach a team of 5 Customer Experience Associates (CEA), 2 Personal Banking Associates (PBA) and 3 Financial Advisors (FA) to translate opportunity in the community into success in the branch.
- Coaching the Advisors team on branch retail compliance and making sure that all the team members are versed with the guidelines.
- Resolved customer complaints at the first point of contact, avoiding escalation.
- Reviewing the credit and Mutual fund files for compliance as a Branch Compliance officer.
- Managing the scheduling of staff and making sure the cash inventory levels are maintained at all the time.
Financial Advisor & Manager PFS
TD Canada Trust
03.2019 - 06.2021
- Enhanced customer experience resulting in Legendary experience rating of “EXCEPTIONAL” .
- 170% achievement of my allocated budget.
Senior Branch Manager
State Bank of India
08.2007 - 10.2018
- Managed a team of 40 employees.
- Qualified for Chairman’s Branch Manager Club 2 times in a row.
- Opened 3 new branches including 1 HNI branch.
- Contributed as a Learning centre Instructor at State Bank Learning Academy.
- Addressed all the retail & technical training needs of the branch staff, motivating them for business development & customer service following bank’s regulations.
Education
Chartered Financial Planner - Investment & Planning
Canadian Securities Institute
Calgary01.2023
Pursuing Personal Financial Planner - Investment And Planning
Canadian Securities Institute
Calgary, AB01.2023
Branch Compliance Officer Certification - Compliance And Risk Management
Canadian Securities Institute
Calgary01.2021
Personal Financial Services Advice - Investment And Planning
Canadian Securities Institute
Calgary, AB01.2019
Financial Planning I & II - Investments And Planning
Canadian Securities Institute
Calgary, AB01.2019
Canadian Securities Course (CSC) - Investments And Planning
Canadian Securities Institute
Calgary, AB01.2018
MBA - Marketing & Information Technology
Indraprastha University
Delhi, INDIA01.2006
Skills
- Productivity enhancement strategist
- Business leader passionate about creating positive change
- Policy adherence and risk mitigation
- Recognized top performer in Calgary region
- Team mentorship
- Negotiation and relationship management
- Business development
- Team development
- Compliance management
- Risk management
- Regulatory compliance
- Staff education and training
- Strong leadership
- Audit monitoring
- Attention to detail
- Conflict resolution
- Coaching and mentoring
- Decision-making
- Process improvement
Languages
English
Native or Bilingual
Hindi
Native or Bilingual
Punjabi
Native or Bilingual
Timeline
Assistant Branch Manager
Bank of Nova Scotia
10.2024 - Current
Officer- In-charge, Branch Compliance Officer and Senior Financial Advisor
Bank of Nova Scotia
09.2022 - 10.2024
Manager Customer Experience, office In Charge & Branch Compliance Officer
TD Canada Trust
07.2021 - 09.2022
Financial Advisor & Manager PFS
TD Canada Trust
03.2019 - 06.2021
Senior Branch Manager
State Bank of India
08.2007 - 10.2018
Chartered Financial Planner - Investment & Planning
Canadian Securities Institute
Pursuing Personal Financial Planner - Investment And Planning
Canadian Securities Institute
Branch Compliance Officer Certification - Compliance And Risk Management
Canadian Securities Institute
Personal Financial Services Advice - Investment And Planning
Canadian Securities Institute
Financial Planning I & II - Investments And Planning
Canadian Securities Institute
Canadian Securities Course (CSC) - Investments And Planning
Canadian Securities Institute
MBA - Marketing & Information Technology
Indraprastha University
WHEN I AM NOT WORKING, I LOVE TO
Practice yoga, going for walks & treks, with my daughter & wife., Volunteering at YMCA Seton and any other opportunities., Associated with an orphanage for girls in India.