Harshdeep Kaur
Calgary,AB
Summary
I am an ambitious and hard working individual with more than 5 years of customer service representative in sales and more than 3 years in financial industry. Strong customer relationships and deliver excellence customer service, I am independent, self-motivated, empathetic, solutions focused. I have proven track record for punctuality and reliability. Organized and dedicated Administrative Assistant with proven track record of providing exceptional customer service in fast-paced environments. Offering keen attention to detail and strong decision-making skills to manage multiple, concurrent tasks. Self-motivated work ethic to perform effectively in independent or team environments.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Universal Banker
CIBC
10.2021 - 10.2023
- Providing expert advice and creatively position banking products and services
- Engage customers in complete, needs based conversations to simplify the complex, understand our customer's needs, and guide them with the right options and solutions
- Lobby Management spend a minimum of 2 hour per everyday in the branch lobby to engage customers and look for opportunities to book appointments
- Proactively contact customers: make out-bound calls from leads and multiple customer databases
- Meet with Branch Partners to discuss appointments and cross-referral opportunities
- Building our customer's comprehensive plans using a holistic approach to help them achieve their goals
- Nurturing strong, long-standing relationships
- Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience.
- Established and managed office procedures, schedules, appointments, and communications including phone calls and electronic inquiries.
Customer Service Representative
CIBC
10.2020 - 10.2021
- Help clients manage their accounts and products
- Connecting clients to the right CIBC team members who can help them reach their goals
- Quickly adapted in the new role in order to serve as a team lead in the absence of the supervisor to maintain seamless bank operations and procedures.
Business Development Manager
Just sonia weight loss clinic
09.2019 - 06.2020
- Build strategies using social media platforms leading to an expansion in existing customer sales and an increase in profits
- Acted as a functional manager by conducting hiring, consulting and interviews as per Company's procedures
- Built and implemented substantial plans to lessen risk due to Covid-19
- Created franchise opportunities by leading advertisement portfolios.
- Managed office supply orders, inventory, travel arrangements, itineraries, reservations, and provided courteous reception and direction to visitors.
Retail Sales Assistant
WIRELESSWAVE / WAVE SANS FIL
05.2017 - 06.2019
- Assisted customers with technical and non-technical questions, and supported them with various product needs ensuring a meaningful interaction
- Understanding the needs of clients and providing them with proper solutions
- Achieved daily sales targets by cross selling and promoting products and services
- Increased store profitability by gaining and managing small business accounts by finding the right solutions
- Performed daily store tasks including pricing, inventory control, stock ordering, merchandising and receiving
- Reconciliation of daily sales, cash handling and pos sales experience.
Education
Tourism Hospitality and Event Planning -
Humber College
Toronto, ON01.2014
Diploma/Certificate, Business Administration and Management, General -
Middlesex University
LONDON, United Kingdom 01.2011
Skills
- Leadership
- Customer Service
- Time Management
- Customer Service Management
- Microsoft Office
- Problem Solving
- Communication
- Solution Focused
- Reliability
- Tech-savvy
- Fact-paced environment
- Work under pressure
Certification
Canadian Investment Funds Course - IFSE Institute
Awards
CIBC - Been on national leaderboard every week one of the top FSR in the Central Canada Team.
Languages
English
Full Professional
Hindi
Native or Bilingual
Punjabi
Full Professional
Timeline
Universal Banker
CIBC
10.2021 - 10.2023
Customer Service Representative
CIBC
10.2020 - 10.2021
Business Development Manager
Just sonia weight loss clinic
09.2019 - 06.2020
Retail Sales Assistant
WIRELESSWAVE / WAVE SANS FIL
05.2017 - 06.2019
Tourism Hospitality and Event Planning -
Humber College
Diploma/Certificate, Business Administration and Management, General -
Middlesex University