Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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HARPREET SINGH

TORONTO,ON

Summary

Dynamic and attentive Personal Banker specializes in retail banking, customer service and account management. Driven to help clients make responsible and financially beneficial decisions. Knowledgeable of branch operations and financial products to best support company and customers.

Overview

6
6
years of professional experience

Work History

Personal Banker

Punjab National Bank
06.2019 - 08.2023
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Increased branch advance(Loan) portfolio from 210 millions to 250 millions in one year
  • Reduced Non Performing Assets of branch from 70 millions to 50 millions in one year
  • Risk Management and fraud detection
  • Cross-sold bank products and services to meet customer needs and provide options.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
  • Expanded client base by promoting new financial products.
  • Utilized customer relationship management software to provide accurate and complete customer service.

Sales Representative

All Innovative Technologies
06.2017 - 05.2019
  • Managed customer accounts to secure customer satisfaction and repeat business.
  • Trained and mentored new sales representatives.
  • Retained excellent client satisfaction ratings through outstanding service delivery.
  • Developed and maintained comprehensive understanding of products, services and competitors to enhance sales presentations.
  • Answered customer questions about products and services, helped locate merchandise, and promoted key items.
  • Generated new leads through networking and attending industry events.

Education

Graduate Diploma - Project Management

Fleming College
Toronto, ON
04.2024

Bachelors - Computer Science

National Institute of Technology
Hamirpur, HP
05.2017

Skills

  • Microsoft Office
  • Team leadership
  • Customer service
  • Branch Management
  • Retail services experience
  • Customer Satisfaction
  • Exercise Strategies
  • Revenue Generation
  • Business Development
  • Multilingual
  • Sales Expertise
  • Customer Relationship Management
  • Cash Handling
  • Branch Operations
  • Financial Services
  • Interpersonal Skills
  • Verbal and Written Communication
  • Customer Order Management
  • Banking Operations Knowledge
  • Risk Management

Accomplishments

  • Worked as a member of open source software community LINUX
  • Knowledge of C and C++ programming languages

Timeline

Personal Banker

Punjab National Bank
06.2019 - 08.2023

Sales Representative

All Innovative Technologies
06.2017 - 05.2019

Graduate Diploma - Project Management

Fleming College

Bachelors - Computer Science

National Institute of Technology
HARPREET SINGH