Harjeet Kaur
Brandon,MB
Summary
Results-driven Assistant Branch Manager with proven expertise in cash handling, regulatory compliance, and team collaboration. Committed to enhancing member satisfaction through effective communication and problem resolution.
Overview
3
3
years of professional experience
Work History
Assistant Branch Manager
Assiniboine Credit Union
Brandon, Manitoba
12.2024 - Current
- Assisted in managing daily branch operations and staff scheduling.
- Supported team training and development initiatives for new employees.
- Provided exceptional customer service to enhance member satisfaction.
- Facilitated communication between departments to streamline processes.
- Monitored compliance with policies and regulations within the branch.
- Managed cash handling procedures to ensure accuracy and security.
- Resolved member inquiries and issues effectively and efficiently.
- Maintained a positive relationship with customers by responding promptly to inquiries or complaints.
- Monitored daily operations and supported Branch Manager in necessary duties.
- Supervised teller duties including balancing cash drawers and verifying accuracy of transactions.
- Provided training to new employees on company policies and procedures.
- Managed daily cash flow activities including counting cash drawers at opening and closing times.
Financial Consultant
Westoba Credit Union
Brandon, Manitoba
05.2024 - 12.2024
- Analyzed financial data to provide tailored consulting services for clients.
- Provided training sessions for new staff on financial consulting practices.
- Assisted clients with loan applications and credit assessments effectively.
- Collaborated with colleagues across departments within the organization in order to ensure a smooth transition between stages of client service delivery.
- Provided recommendations for education funding, estate planning and insurance gap analysis.
Senior Member Services Representative
Westoba Credit Union
Brandon, Manitoba
09.2022 - 05.2024
- Provided exceptional customer support for member inquiries and account issues.
- Educated members on financial products and services offered by the credit union.
- Processed account transactions accurately and efficiently using internal systems.
- Collaborated with team members to resolve complex member concerns effectively.
- Assisted members with account inquiries, transactions, and problem resolution.
Education
Advance Diploma in Accounting
Assiniboine Community College
Brandon05-2020
Accounting
Multani Mal Modi College
Patiala, India07-2017
Skills
- Cash handling
- Regulatory compliance
- Financial analysis
- Customer service
- Staff training
- Team collaboration
- Problem solving
Languages
English
Full Professional
Hindi
Full Professional
Punjabi
Full Professional
Timeline
Assistant Branch Manager
Assiniboine Credit Union
12.2024 - Current
Financial Consultant
Westoba Credit Union
05.2024 - 12.2024
Senior Member Services Representative
Westoba Credit Union
09.2022 - 05.2024
Advance Diploma in Accounting
Assiniboine Community College
Accounting
Multani Mal Modi College