Harpreet Singh
North York,ON
Summary
I am a results-oriented professional with over 3 years of experience in sales, customer service, and business development, including 1 year in banking. I have strong communication and problem-solving skills that facilitate ethical customer relationship management. Currently pursuing my aspiration to become a financial advisor, I am enrolled in the IFIC program and hold a postgraduate diploma in Business. Additionally, I am fluent in more than 3 languages.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Teller
TD Bank
10.2023 - Current
- Efficiently managed high-volume transactions while ensuring meticulous attention to detail, resulting in accurate processing for customers.
- Proactively executed daily opening and closing procedures, including cash handling, shipment processing, and inventory ordering.
- Educated over 200 clients on fraud prevention strategies, including the implementation of two-factor authentication to enhance security.
- Informed more than 100 clients about new value programs, such as free student banking, the New to Canada package, and mortgage switching incentives with TD.
- Develop a deep understanding each customer transaction to safeguard against fraud (KYC, KYT).
- Responded to customer inquiries regarding account balances, transaction histories, service charges, overdraft protection fees, and interest rates.
- Assessed customer needs at the initial point of contact and facilitated appointments with One TD Partners, including Financial Advisors, Mortgage Specialists, and Financial Planners.
- Engaged customers in daily advisory needs, service transactions, and digital solution offerings.
- Assisted over 50 old clients in enrolling in online banking and utilizing mobile banking features, including online cheque deposits and e-statements for enhanced convenience.
- Act as the primary contact for customer inquiries and concerns, ensuring timely and appropriate resolution and escalation as needed.
- Assist with cash and non-cash transactions, ensuring accuracy and compliance with operational policies and regulatory guidelines.
- Eagerly suggest the clients to fill the feedbacks and provide us the suggestions to make their session exceptional, with the learning approach mindset always welcome the new ideas.
Produce Associate
Walmart
01.2023 - 06.2024
- Greet and assist over 100 clients daily in selecting products that best meet their individual needs.
- Provide clients with information regarding daily promotions and discounts on various grocery products.
- Actively contribute as a team player, consistently striving to resolve customer complaints effectively.
- Identify and escalate issues that require attention from senior management for further resolution.
Education
Post-Graduation Certificate - Accounting
York University
Toronto, ON09.2024
Post-Graduation Certificate - Marketing Management
Georgian College of Applied Arts And Technology
Barrie, ON09.2023
Bachelor of Commerce - Accounting And Finance
Punjab University
India07.2019
Skills
- Money Handling
- Account Updating
- Balance Transfer
- Deligent
- Compliance
- Communication Skills
- Digital Banking
- Team Player
- Relationship Builder
- Attention to details
Accomplishments
- Got 3 LEIs last week.
- Added more than 1 million of business in TD branch pipe line.
Languages
English
Full Professional
Punjabi
Native or Bilingual
Hindi
Native or Bilingual
Bhojpuri
Native or Bilingual
Certification
IFIC Licensed will complete by october.
Additional Information
Fundraiser at Khalsa Aid 2018 – 2020
- Organize the orientation and events for motivating the community to donate funds for needy ones.
- Aiding to prepare the meals in local community kitchens.
- Making a budget for the expenses and promoting the Organization on local social media apps.
Green and clean Ludhiana City 2017- Dec 2022
- To create awareness in local citizens to plant trees, recycle and buy eco-friendly products.
- Planted more than 50 trees during summer break.
Tree Plantation - TD Bank
- I participated with TD where we planted more than 30 plants in a day with a group of 6 people
Timeline
Teller
TD Bank
10.2023 - Current
Produce Associate
Walmart
01.2023 - 06.2024
Post-Graduation Certificate - Accounting
York University
Post-Graduation Certificate - Marketing Management
Georgian College of Applied Arts And Technology
Bachelor of Commerce - Accounting And Finance
Punjab University