Jagveer Singh
Kelowna,BC
Summary
Dynamic Personal Banking Associate with TD Bank, skilled in credit analysis and branch operations. Proven track record in enhancing customer satisfaction and developing tailored financial plans. Adept at cash handling accuracy and fostering team collaboration, contributing to operational efficiency and compliance with regulations. Committed to delivering exceptional service and driving business growth.
Overview
8
8
years of professional experience
Work History
Personal Banking Associate
TD Bank
Kelowna, BC
10.2023 - Current
- Assisted clients with account inquiries and transaction processing to enhance customer satisfaction.
- Educated clients on banking products and services, tailoring solutions to meet individual needs.
- Ensured compliance with regulations and internal policies during loan application processing.
- Supported branch marketing initiatives by promoting new services through customer interactions and outreach efforts.
- Assisted clients in understanding market trends and investment products to enhance decision-making capabilities.
- Developed personalized financial plans through in-depth analysis of client goals and risk tolerance levels.
Assistant Store Manager
Okanagan Wash Zone Corporation
Kelowna, BC
04.2021 - Current
- Assisted with daily operations and customer service to enhance store efficiency.
- Supported inventory management processes, ensuring accurate stock levels.
- Collaborated with team members to maintain a clean and organized sales floor.
- Learned POS system functionalities to process transactions efficiently.
- Engaged with customers to address inquiries and provide product recommendations.
- Participated in training sessions to understand merchandising standards and practices.
- Managed cash registers efficiently, ensuring accurate transactions, balancing drawers daily, and minimizing discrepancies.
- Contributed to team meetings by sharing feedback on operational improvements.
- Walked through store areas to identify and proactively resolve issues negatively impacting operations.
- Mentored new employees on company policies, procedures, and best practices to ensure their success within the organization.
- Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
- Reconciled daily sales transactions to balance and log day-to-day revenue.
- Interviewed, hired, and trained staff associates and equipped to comply with company policies and procedures.
- Reduced budgetary expenditures by effectively negotiating contracts for more advantageous terms.
Caregiver
Pingalwara
Amritsar
01.2018 - 08.2018
- Assisted clients with activities of daily living, promoting independence and quality of life.
- Cleaned house, ran errands, managed laundry, and completed weekly grocery shopping.
- Assisted with dressing guidance, grooming, meal preparation, and medication reminders.
- Performed light housekeeping duties to maintain cleanliness standards while respecting the patient''s personal space.
- Assisted clients with daily living needs to maintain self-esteem and general wellness.
- Engaged patients in meaningful conversation, socialization, and activity while providing personal care assistance.
- Maintained a safe and clean environment for patients, reducing risks and ensuring optimal health outcomes.
- Enhanced patient comfort by providing compassionate and attentive care, addressing individual needs and preferences.
Education
Business Administration Diploma - Business
Okanagan College
Kelowna, BC04.2021
Skills
- Branch operations
- Cash handling accuracy
- Credit analysis
- Anti-money laundering
Languages
English
Full Professional
Punjabi
Native or Bilingual
Hindi
Native or Bilingual
Personal Information
Timeline
Personal Banking Associate
TD Bank
10.2023 - Current
Assistant Store Manager
Okanagan Wash Zone Corporation
04.2021 - Current
Caregiver
Pingalwara
01.2018 - 08.2018
Business Administration Diploma - Business
Okanagan College