Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Inderjit Gill

Brampton,ON

Summary

Dynamic banking professional with expertise in financial product sales and customer retention, previously at BMO Bank of Montreal. Enhanced service delivery by implementing customer feedback initiatives. Proven team player with excellent communication skills, fostering inclusive environments and achieving sales goals. Recognized for attention to detail and optimizing operational efficiency.

Overview

8
8
years of professional experience

Work History

Assistant Branch Manager

BMO Bank of Montreal
11.2008 - 08.2011
  • Coordinated training sessions for new staff, ensuring compliance with operational policies and procedures.
  • Analyzed sales data to identify trends, recommending adjustments to improve performance metrics.
  • Implemented customer feedback initiatives to enhance service delivery and satisfaction levels.
  • Managed inventory levels, optimizing product availability in line with customer demands.
  • Enhanced overall team morale by fostering an inclusive work environment that valued open communication and collaboration.
  • Evaluated employee performance through regular appraisals, identifying areas for growth and development opportunities accordingly.
  • Reduced customer churn rates by actively addressing client concerns and providing timely resolutions to issues.
  • Resolved customer complaints to maintain high level of satisfaction.
  • Achieved sales goals and service targets by cultivating and securing new customer relationships.

Financial Services Manager (Tier 2)

BMO Bank of Montreal
11.2005 - 11.2008
  • Mentored Customer Service Representatives on financial best practices, fostering professionalism on how to sell additional bank products
  • Opened personal and commercial accounts for clients
  • Referred clients to partners for share of wallet
  • Experienced in keying mortgages, loans, and line of credit applications into CCAPS
  • Experienced in advancing funds for mortgages, loans, and line of credits

Assistant Team Leader

BMO Bank of Montreal Auto Centre
12.2004 - 10.2005
  • Led daily operations, ensuring adherence to quality standards and customer satisfaction.
  • Streamlined workflow processes, enhancing efficiency across service delivery teams.
  • Facilitated team meetings to discuss goals, challenges, and progress updates regularly.
  • Cultivated relationships with Auto Dealers, addressing concerns and promoting loyalty initiatives.
  • Monitored team productivity and provided regular progress reports to senior management, highlighting areas for improvement.
  • Managed team workload to reach production targets.
  • Delegated tasks effectively, ensuring optimal utilization of each team member''s skills and capabilities.
  • Delegated daily tasks, addressed employee questions and resolved scheduling issues.
  • Established and maintained healthy relationships with both internal and external partners by demonstrating a high level of professionalism in all interactions.
  • Resolved conflicts among team members diplomatically while maintaining a professional work environment.
  • Established open and professional relationships with team members to achieve quick resolutions for various issues.

Funding Officer (Kingston Area)

BMO Bank of Montreal Auto Centre
02.2003 - 11.2004
  • Evaluated funding applications to ensure compliance with organizational policies and regulatory standards.
  • Coordinated loan disbursement processes, streamlining workflow for enhanced efficiency.
  • Developed and maintained relationships with Auto Dealers to assess financial needs and provide tailored solutions.
  • Developed strong relationships Auto Dealers
  • Assisted colleagues with their funding applications
  • Audited on average of 25 to 30 car loan applications, processed the contracts that have no irregularities
  • Advanced funds to set up car loans
  • Worked closely with Area Manager for the Kingston Area

Education

Diploma - Business Administration

Humber Institute of Technology And Advanced Learning
Toronto
12-1998

Skills

  • Banking operations knowledge
  • Financial product sales
  • Sales expertise
  • Cash handling
  • Customer retention
  • Attention to detail
  • Excellent work ethic
  • Team player
  • Approachable
  • Cash handling expertise
  • Customer relationships
  • Friendly
  • Verbal/written communication
  • Work prioritization

Languages

English
Native or Bilingual
Punjabi
Limited Working

Timeline

Assistant Branch Manager

BMO Bank of Montreal
11.2008 - 08.2011

Financial Services Manager (Tier 2)

BMO Bank of Montreal
11.2005 - 11.2008

Assistant Team Leader

BMO Bank of Montreal Auto Centre
12.2004 - 10.2005

Funding Officer (Kingston Area)

BMO Bank of Montreal Auto Centre
02.2003 - 11.2004

Diploma - Business Administration

Humber Institute of Technology And Advanced Learning
Inderjit Gill