Jagveer Singh
Kelowna,BC
Summary
Hardworking Banker familiar with setting up new accounts for customers, maintaining security and supporting audits. Excellent organizational, relationship-building and documentation skills. Prepared to offER 2 years of related experience to a challenging position with room for advancement. Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills. Familiar with diverse banking and investment products, deposit accounts and loans. Competent in setting up services, transferring funds and helping with complex transactions. Positive and upbeat with strong communication and problem-solving abilities.
Overview
3
3
years of professional experience
Work History
Personal Banking Associate
TD Bank
10.2022 - Current
- Evaluated client financial positions and identified most appropriate banking products.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Provided advice on different bank products and financial options.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Educated customers on features and benefits of banking products and services.
- Reconciled customer accounts and balanced daily transactions.
Assistant Store Manager
Okanagan Wash Zone Corporation
04.2021 - Current
- Interviewed, hired, and trained staff associates and equipped to comply with company policies and procedures.
- Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
- Maintained positive customer relationships by responding quickly to customer service inquiries.
- Rotated merchandise and displays to feature new products and promotions.
- Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
- Processed payments for credit and debit cards and returned proper change for cash transactions.
- Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
- Verified inventory counts remained within monthly tolerance levels and compiled financial data in compliance with budget.
- Monitored daily cash discrepancies, inventory shrinkage and drive-off.
Financial Services Representative
CIBC Bank
04.2022 - 10.2022
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Offered competitive commercial banking solutions and retail financing options.
- Responded to inquiries from clients and provided financial advice to drive fiscal growth.
- Conducted market research and analysis to identify investment opportunities.
- Monitored changes in financial markets and kept clients informed of latest developments.
- Advised clients on favorable investment opportunities to meet established financial goals.
- Evaluated financial performance of clients and identified potential areas of improvement.
- Assisted in preparing business plans and investment strategies.
Customer Service Representative
TD Bank
04.2021 - 04.2022
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Responded to customer requests for products, services, and company information.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Updated account information to maintain customer records.
- Handled customer inquiries and suggestions courteously and professionally.
- Clarified customer issues and determined root cause of problems to resolve product or service complaints.
Education
MUTUAL FUND CERTIFICATE - Mutual Fund
Canadian Securities Institution
Online BBA - Business Administration
Okanagan College
Kelowna, BC04.2021
Skills
- Due diligence
- Account servicing
- Business planning
- Consumer banking
- Goal planning
- Customer Relationship Management
- Loan approvals
- Cash Handling
- Cross-selling expertise
- Money transfers
- Daily ledgers
- Borrower interviewing
- Sales proficiency
- Investment Management
- Reviewing documents
- Financial advice
Cycling Reading books
On my days off i like to read books and do cycling
Timeline
Personal Banking Associate
TD Bank
10.2022 - Current
Financial Services Representative
CIBC Bank
04.2022 - 10.2022
Assistant Store Manager
Okanagan Wash Zone Corporation
04.2021 - Current
Customer Service Representative
TD Bank
04.2021 - 04.2022
MUTUAL FUND CERTIFICATE - Mutual Fund
Canadian Securities Institution
BBA - Business Administration
Okanagan College
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