Imaan Dhillon
Surrey,BC
Summary
Motivated banking advisor with a solid track record in both member facing transactions and call center operations. Fluent in Punjabi and English, allowing for meaningful connections with a diverse clientele. Able to work on lending practices and passionate about helping members navigate their financial journeys to achieve their goals. Eager to contribute my expertise as a potential Money Advisor at BEEM Credit Union, providing personalized financial guidance and fostering long-term relationships.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Personal Advisor
BEEM Credit Union
05.2023 - Current
- Member Support: Handling all of member needs from paying bills, term deposits, lending, directing members to branch.
- Multitasking: Doing multiple tasks at once as the member hub tends to get busy and our members needs are our first priority, handling on average 45-50 plus calls a day.
Volunteer
Surrey Crime Prevention
10.2018 - 01.2024
- Foot Patrols
- Special Events
- Observing Incidents
- Reporting Incidents and working with RCMP detachment
Member Service Representative
Coast Capital Savings Credit Union
01.2022 - 05.2023
- Work together with other team members to ensure smooth operations and customer satisfaction
- Promote products and services to customers, and assist with account openings and applications.
- Process financial transactions accurately and efficiently.
- Monitoring our branch mailbox and getting back to members in regards to their inquiries and handling branch marketing.
Customer Service Associate
Lowes
04.2020 - 12.2022
- Learned products and assisted customers on what is best for them
- Worked in a fast paced environment
- Preparing large orders under a short time
Deputy Returning Officer
Elections Canada
10.2019 - 10.2019
- Counted votes and helped other teams
- Assisted the team in reviewing all slips
Student Police Academy
New Westminster Police Department
07.2019 - 07.2019
- Developed strong organizational and communication skills through coursework and volunteer activities.
- Strengthened communication skills through regular interactions with others.
Education
Bachelor of Arts - Criminology
Douglas College
New Westminster, BCHigh School Diploma -
New Westminster Secondary School
New Westminster, BC06.2019
Skills
- Manage all types of financial transactions, including lending
- Understanding members complex needs
- Guiding members towards products that may benefit them
- Credit Union Knowledge
Awards
- Lowes Service star
- Surrey Crime Prevention LEAP volunteer of year nominee
- Toast to Coast Nominee
References
*Available on request
Certification
- CUIC 210 Consumer & Residential Mortgage Lending Cohort
Timeline
Personal Advisor
BEEM Credit Union
05.2023 - Current
Member Service Representative
Coast Capital Savings Credit Union
01.2022 - 05.2023
Customer Service Associate
Lowes
04.2020 - 12.2022
Deputy Returning Officer
Elections Canada
10.2019 - 10.2019
Student Police Academy
New Westminster Police Department
07.2019 - 07.2019
Volunteer
Surrey Crime Prevention
10.2018 - 01.2024
- CUIC 210 Consumer & Residential Mortgage Lending Cohort
Bachelor of Arts - Criminology
Douglas College
High School Diploma -
New Westminster Secondary School
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