Harsimranjeet Kaur
Winnipeg
Summary
Results-oriented Banking Advisor known for high productivity and efficient task completion. Specialized in financial planning, risk management, and customer relationship building. Excel in communication, problem-solving, and adaptability, ensuring exceptional service delivery in fast-paced banking environments.
Overview
8
8
years of professional experience
2
2
years of post-secondary education
1
1
Certification
Work History
Member Service Lead
Cambrian Credit Union
Winnipeg, Manitoba
02.2026 - Current
- Supervised daily operations of member service team at Cambrian Credit Union.
- Trained staff on customer service protocols and credit union policies.
- Resolved member inquiries and issues with effective communication skills.
- Created marketing materials for promotional campaigns aimed at increasing membership base.
- Processed membership applications and payments, including cancellations and refunds.
- Identified opportunities for process improvements within the Member Services department.
- Trained, coached and developed new employees to ensure they had the necessary skills for their role.
- Coordinated daily operations of the Member Service Department, including scheduling personnel and assigning tasks.
- Managed cash drawer ensuring accuracy during transactions and end-of-day reconciliation processes.
- Delivered consistent one-on-one and group training sessions to help professionals improve skills and selling techniques.
- Created reports on customer satisfaction levels, employee productivity metrics, staff turnover rates.
- Monitored staff performance to ensure adherence to company policies and procedures.
Member Service Representative
Cambrian Credit Union
Winnipeg
05.2024 - 01.2026
- Assisted members with account inquiries and service requests.
- Processed transactions accurately and efficiently at the service desk.
- Educated members about available products and services.
- Provided support to members regarding account inquiries, processing transactions, and resolving issues.
- Collaborated with team members to enhance customer satisfaction.
- Enhanced member relationships by providing excellent service during each interaction.
- Performed cash handling duties such as deposits and withdrawals for members' accounts.
- Delivered quality service by assessing, advising and assisting credit union members.
- Attended training sessions regularly to stay abreast of changes in company policies or procedures.
- Identified opportunities for cross-selling additional products or services based on member needs.
- Processed loan applications and documented loan decisions according to policy requirements.
Shift Manager
McDonald’s
Winnipeg,Manitoba
10.2018 - 09.2024
- Managed inventory levels and restocked supplies to maintain service readiness.
- Coordinated daily shift schedules to optimize staff coverage and productivity.
- Enforced health and safety policies to maintain a safe working environment.
- Resolved customer complaints promptly to enhance dining experience satisfaction.
- Conducted performance evaluations for team members to support professional development.
- Implemented quality control measures to uphold food safety standards and consistency.
- Managed daily cash intake by counting out registers and tabulating profits.
- Developed and maintained positive working relationships with staff, customers, and vendors.
- Assisted in resolving escalated customer service issues in a timely manner.
- Trained and mentored new staff on procedures and best practices.
- Monitored store operations to ensure compliance with company policies and procedures.
- Taught staff upselling techniques to meet revenue targets.
Onboarding Specialist
Skip the Dishes
Winnipeg,Manitoba
10.2021 - 06.2024
- Facilitated new hire orientation sessions to enhance employee engagement.
- Coordinated onboarding logistics to ensure smooth transition for new employees.
- Developed training materials to support onboarding processes and employee learning.
- Tracked completion of new hire paperwork and ensured accuracy of information provided by employees.
- Assisted in creating employee handbooks, job descriptions, and other documents related to onboarding processes.
- Provided guidance on benefits enrollment and payroll setup.
- Conducted end-to-end process monitoring from candidate introduction to exit interviews for accuracy and regulatory compliance.
- Implemented mentorship programs linking new hires with experienced employees for support.
- Established a feedback loop with new hires to enhance the onboarding experience continually.
Call Agent
Unicity Taxi
Winnipeg, Manitoba
03.2018 - 05.2019
- Managed high volume inbound calls with professionalism and efficiency.
- Assisted customers with inquiries and resolved issues effectively.
- Utilized CRM software to track customer interactions and feedback.
- Maintained up-to-date knowledge of products, services, and promotions offered.
- Identified opportunities to improve existing processes related to call center operations.
- Developed scripts for call agents to use during conversations with customers.
Education
BBA - Business Administration-Accounting
Red River College
Winnipeg, Manitoba , Canada 09.2018 - 06.2020
Skills
- Cash handling
- Service desk operations
- Product knowledge
- Inventory management
- Effective communication
- Problem solving
- Relationship building
- Complaint handling
- Customer support
- Customer service
- Sales strategy
- Team collaboration
- Service recommendations
- Workflow optimization
- Multichannel communication
- Banking operations support
- Document processing
- Service upselling
- Member correspondence
- Member account management
- Financial transactions
- Member onboarding
- Multitasking Capability
Certification
- Product Knowledge
- Anti Money Laundering
- RRSP/TFSA/FHSA/RRIF
- Account opening or Closure
- Adding joint on account
- Estate account opening
Timeline
Member Service Lead
Cambrian Credit Union
02.2026 - Current
Member Service Representative
Cambrian Credit Union
05.2024 - 01.2026
Onboarding Specialist
Skip the Dishes
10.2021 - 06.2024
Shift Manager
McDonald’s
10.2018 - 09.2024
BBA - Business Administration-Accounting
Red River College
09.2018 - 06.2020
Call Agent
Unicity Taxi
03.2018 - 05.2019