Harpreet Kaur
London,Ontario
Summary
Detail-oriented and client focused professional with strong organizational skills to provide exceptional support to clients in their pursuit of financial goals with a high degree of accuracy.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Team Leader
Sodecia
01.2023 - 10.2023
- Trained new production staff members on safe and efficient production procedures and proper machine operations
- Used problem-solving and issue-resolution skills to promptly and successfully address production problems and collaborate effectively with other departments to optimize production workflows
- Evaluated customer needs and feedback on quarterly basis to drive product and service improvements
Customer Contact Center Personal Banker
TD Canada Trust
01.2022 - 12.2022
- Processed customer transaction and inquiries efficiently and promptly, minimizing wait times
- Learned about customer's financial needs, established trust, optimized sales opportunities and educated customers on digital banking resulting in quality customer service by using interpersonal and communication skills
- Maintained compliance with current financial products and regulations, aligning advice with the best interests of clients
Shift Manager
Tim Hortons
02.2020 - 12.2021
- Enhanced financial controls to minimize theft and loss risks, continuously maintaining accurate accounts and cash drawers by carefully counting cash and keeping meticulous records of transactions
- Actively engaged with customers to address their concerns and implemented corrective actions, fostering positive customer relations and loyalty
- Analyzed sales data to identify trends and kept employees operating productively and working on task to meet business and customer needs
Client Services Representative
Innovative Security Management Inc.
10.2019 - 03.2021
- Answered multi-line phone system and transferred callers to appropriate department or staff member
- Greeted clients and engaged in pleasant conversations while managing check-in process by completing data entry and filing to keep records updated for easy retrieval
- Trained new team members on company procedures, customer service and issue resolution
HR Intern Volunteer
Jaya Enterprises
07.2018 - 02.2019
- Assisted human resources and recruiting teams by scheduling phone screens and on-site interviews
- Improved office efficiency by effectively managing internal communications and correspondence
- Created and updated tracking spreadsheets using MS Excel
Education
BBA - Business Intelligence Analytics
Western University
London, ON2027
Diploma - Business-Supply Chain & Logistics
Fanshawe College
London, ON2020
Skills
- Cash Handling
- Customer Service
- Work Planning and Prioritization
- Attention to Detail
- Coaching and Mentoring
- Problem-Solving
- Customer Relationship Management
- Decision-Making
Languages
English
Punjabi
Hindi
Certification
- PMP - Project Management Professional, Google
- RBC Innovation, RBC
- TALLY accounting software, Suraj Institute
Timeline
Team Leader
Sodecia
01.2023 - 10.2023
Customer Contact Center Personal Banker
TD Canada Trust
01.2022 - 12.2022
Shift Manager
Tim Hortons
02.2020 - 12.2021
Client Services Representative
Innovative Security Management Inc.
10.2019 - 03.2021
HR Intern Volunteer
Jaya Enterprises
07.2018 - 02.2019
BBA - Business Intelligence Analytics
Western University
Diploma - Business-Supply Chain & Logistics
Fanshawe College
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