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
London, ON
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
London, ON
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
London, ON
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.
London, ON
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
India
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