Harpreet Kaur
Fort Mcmurray,AB
Summary
Familiar with diverse banking and investment products, deposit accounts and loans. Competent in setting up services, transferring funds and helping with complex transactions. Positive and upbeat with strong communication and problem-solving abilities.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Personal Banking Associate
BMO Bank Of Montreal
Fort McMurray, AB
11.2023 - Current
- Enhanced customer satisfaction by providing personalized banking solutions tailored to individual needs.
- Increased client retention through exceptional relationship-building and proactive problem-solving.
- Assisted customers in opening new accounts, ensuring thorough understanding of available products and services.
- Promoted financial literacy among clients by conducting educational workshops on budgeting, credit management, and investment strategies.
Customer Service Representative
BMO Bank Of Montreal
Fort McMurray, AB
12.2022 - 11.2024
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Followed up with customers about resolved issues to maintain high standards of customer service.
Assistant Store Manager
7-Eleven
06.2020 - 03.2024
- Coached and developed store associates through formal and informal interactions.
- Set schedules and delegated assignments based on team strengths to optimize floor coverage and service levels.
- Led teams in planning, implementation and execution of merchandising and operating initiatives to streamline business effectiveness.
- Consistently achieves a 95% compliance rating.
Crew Leader
McDonalds
01.2018 - 06.2020
- Monitored task completion to meet company standards for performance.
- Delegated daily tasks to team members to optimize group productivity.
- Inspected cleanliness, organization and safety of job sites after every shift.
- Resolved employee issues, complaints and requests-for-clarification to keep projects on track.
Education
Business Administration Management -
Keyano College
04.2020
Skills
- Customer Relations
- Sales Expertise
- Issue and Complaint Resolution
- Investment advising
Certification
IFIC-Mutual Funds
Business Administration Management
Timeline
Personal Banking Associate
BMO Bank Of Montreal
11.2023 - Current
Customer Service Representative
BMO Bank Of Montreal
12.2022 - 11.2024
Assistant Store Manager
7-Eleven
06.2020 - 03.2024
Crew Leader
McDonalds
01.2018 - 06.2020
Business Administration Management -
Keyano College