Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

HARMANJOT KAUR

Regina,SK

Summary

Dedicated and detail-oriented professional having experience as a Teller, seeking to transition into a Financial Advisor role. Proven expertise in client service, financial transactions, and operational efficiency, combined with a solid foundation in financial principles and a commitment to achieving clients' financial goals.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Customer Experience Associate

Scotia Bank
02.2024 - Current


  • Process customer cash deposits, withdrawals, cheques, transfers, bill payments & other related banking transactions
  • Assist in creating ways for delivering excellent customer service to irate customers.
  • Looked for additional ways to expand products to customers by upselling new products and services.
  • Employed active listening skills to accurately understand customer concerns and address them effectively.
  • Assisted in training new employees on company policies, procedures, and best practices for delivering exceptional service.

Cashier

Souvenir Mart
03.2023 - 11.2023
  • Observed cashier performance and offered feedback to improve skills.
  • Greeted customers entering store and responded promptly to customer needs.
  • Informed cashiers of price changes and specials, documenting details in the log book for reference.
  • Coordinated cashier schedules and workflow for adequate shift coverage.

Customer Service Representative

Billyard Insurance Group Inc.
09.2022 - 02.2023
  • Developed strong relationships with clients, earning their trust and loyalty through consistent communication and portfolio updates.
  • Maintain Book of Business by retaining customers, answer phone calls and helping them with any claim coverage inquiries.
  • Answered inquiries and provided information to sales representatives, distributed appropriate paperwork, and fulfilled quote requests to deliver excellent customer support.
  • Adapted quickly to changing market conditions, adjusting client strategies accordingly while maintaining open lines of communication throughout periods of uncertainty.
  • Cultivated a wide network of professional contacts, increasing referral business and expanding client base over time.

Education

Diploma - General Business

Sheridan College
Brampton, ON

High School -

Modi University
Rajasthan, India

Skills

  • Customer Relations
  • Financial Transactions & Banking operations
  • Risk assessment and Compliance
  • Basic Financial Planning & Investment Principles
  • Strong communication skills
  • Analytical & Problem solving skills

Certification

Certified Financial Planner

-In Progress


First Aid & CPR

- March, 2022 to March, 2025


Timeline

Customer Experience Associate

Scotia Bank
02.2024 - Current

Cashier

Souvenir Mart
03.2023 - 11.2023

Customer Service Representative

Billyard Insurance Group Inc.
09.2022 - 02.2023

Diploma - General Business

Sheridan College

High School -

Modi University

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HARMANJOT KAUR