Harpreet Singh
Calgary,Canada
Summary
Results-driven Personal Banking Associate with extensive expertise in personal finance, customer relationship management, and branch operations. Proven ability to foster customer confidence through personalized financial advice, identify client needs through meaningful conversations, and recommend tailored investment and credit solutions. IFIC licensed, with hands-on experience in investment advising, cross-selling, and conducting financial reviews to enhance client relationships and drive loyalty. Recognized for strong collaboration and problem-solving skills while supporting frontline teams to maintain high service standards and productivity targets, committed to delivering accurate, ethical, and client-focused financial solutions.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Personal Banking Associate
TD Bank Airdrie
02.2025 - Current
- Achieved 104% of Q1 targets within one month, prior to going on vacation, demonstrating strong productivity and performance
- Mutual Fund Licensed; successfully met mutual fund sales goals for both Q1 and Q2
- Delivered full-service client support by opening accounts and onboarding clients to digital banking, including online banking setup, mobile features, cheque deposit, and direct deposit enrollment
- Ensured a seamless customer experience by following the ATW process: preparing in advance by doing getting ready task, identifying client needs, and maintaining follow-ups through “stay connected” task.
- Increase customer confidence by providing personalized financial advice, answering clients' questions, and addressing their concerns: raising matters as appropriate to team members or partners while maintaining confidence and accuracy
- Strengthened client relationships through proactive communication and personalized financial solutions
- Supported front-line team members by providing transaction overrides and assisting with complex transactions, ensuring smooth branch operations
- Promoted and educated customers on TD Bank products and services, focusing on everyday banking, unsecured lending
- Maintained a professional and compliant branch environment, adhering to regulatory and marketing guidelines
- Provide investment guidance to clients on registered products including RRSP, TFSA, RESP, and FHSA.
Customer Experience Associate
TD Bank North York, Ontario
10.2023 - 02.2025
- 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.
- Responded to customer inquiries regarding account balances, transaction histories, service charges, overdraft protection fees, and interest rates.
- Act as the primary contact for customer inquiries and concerns, ensuring timely and appropriate resolution and escalation as needed.
- Eagerly suggest the clients to fill in the feedback and provide us with the suggestions to make their session exceptional. With the learning approach mindset, always welcome new ideas.
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
- Branch operations
- Cash handling accuracy
- Credit analysis
- Anti-money laundering
- Investment advising
- Cross-selling proficiency
- Digital banking platforms
- Team collaboration
- Relationship building
Accomplishments
- Achieved 170% of annual sales target in 2025, ranking among top performers in the branch.
- Recognized for generating the highest LEI/Survey in the branch for 2025
- Selected as a Quarterly Nominee/Winner for outstanding performance and client service
- Currently pacing 200%+ month-to-date performance in Q2 after returning from mid-February vacation
- Recognized by Financial Planner for building a strong client pipeline, leading to successful referrals and closed opportunities
Languages
English
Full Professional
Hindi
Native or Bilingual
Punjabi
Native or Bilingual
Certification
- Mutual fund
- CFSA Enrolled
Timeline
Personal Banking Associate
TD Bank Airdrie
02.2025 - Current
Customer Experience Associate
TD Bank North York, Ontario
10.2023 - 02.2025
Post-Graduation Certificate - Marketing Management
Georgian College of Applied Arts and Technology
Bachelor of Commerce - Accounting and Finance
Punjab University
Post-Graduation Certificate - Accounting
York University