Summary
Overview
Work History
Education
Skills
Timeline
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Sukhvir Kaur

Edmonton,AB

Summary

Organized Personal banking associate with strong background in banking and financial environments. Brings initiative and decision-making skills to different clerical tasks and Provide sound financial advice and helping clients reach financial goals. Excellent documentation and money handling abilities. Good at troubleshooting problems and building successful solutions. Excellent verbal and written communications skills.

Overview

7
7
years of professional experience

Work History

Personal Banking Associate (Full Time )

TD Canada Trust
02.2022 - Current
  • Managed customers' checking, savings and investment account with knowledgeable strategies.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
  • Investigated and corrected errors upon request, according to customer and bank records.
  • Compiled information about new accounts, entered account information into computers and filed related forms or other documents.
  • Processed customer applications and approved loans and line of credits in accordance with bank policy.
  • Advised clients on investments, retirement and estate planning.
  • Mutual Fund Licensed.

FRONT OFFICE RECEPTIONIST (Full Time)

Johnson Controls
09.2021 - 01.2022
  • Answer telephones and give information to callers, take messages, or transfer calls to appropriate individuals
  • Greeted, assisted, and directed visitors in a pleasant and professional manner
  • Input and classified business data in service trade for storage, retrieval, and archiving
  • Operate office equipment such as fax machines, copiers, and phone systems, and use computers for spreadsheet, word and excel
  • And processing, database management, and other applications
  • Took on additional administrative tasks and clerical support
  • Updated databases with manual data entry and document scanning.

OFFICE ADMINISTRATIVE ASSISTANT (Full Time)

Whitehill Financial Ltd, Onkar Insurance Brokers
04.2019 - 08.2021
  • Answering and directing incoming phone calls and Proactively service clients by emails or in-person as well
  • Managed incoming and outgoing mail, packages, and faxes
  • Performed various administrative functions including typing, filing, answering phones, preparing reports and maintaining records
  • Filling official insurance-related paperwork such as claims and any other insurance documents that are brought forth to the insurance director
  • Supported marketing efforts by managing social media postings across multiple platforms
  • Collected additional information from insured parties by telephone, email, and letter
  • Used Hubspot CRM program to enter data and process information.

CUSTOMER SERVICE REPRESENTATIVE (Full Time)

Wetzel Pretzel
02.2017 - 01.2019


  • Mentor new team members on POS system operation, customer service strategies and sales goals
  • Reconciled cash drawer at start and end of each shift, accounting for errors and resolving discrepancies and Complete store administration and ensuring compliance with policies and procedures
  • Resolved customers' service or billing complaints by exchanging merchandise, refunding money, or adjusting bills.

Education

Diploma Business Administration - Management And Leadership 2 Years

NORQUEST COLLEGE
Edmonton, AB
04.2018

High School - ( Major Mathematics)

DAV SENIOR SECONDARY
Punjab India
05.2016

Skills

  • Administrative support
  • Data Entry
  • Customer service
  • Strong communication
  • Accounts Payable

Timeline

Personal Banking Associate (Full Time )

TD Canada Trust
02.2022 - Current

FRONT OFFICE RECEPTIONIST (Full Time)

Johnson Controls
09.2021 - 01.2022

OFFICE ADMINISTRATIVE ASSISTANT (Full Time)

Whitehill Financial Ltd, Onkar Insurance Brokers
04.2019 - 08.2021

CUSTOMER SERVICE REPRESENTATIVE (Full Time)

Wetzel Pretzel
02.2017 - 01.2019

Diploma Business Administration - Management And Leadership 2 Years

NORQUEST COLLEGE

High School - ( Major Mathematics)

DAV SENIOR SECONDARY

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