JAPNEET KAUR SEKHON
London,Canada
Summary
Financial Service Representative with extensive experience at Canadian Imperial Bank of Commerce, recognized for exceptional client service and accurate financial reporting. Achieved significant sales growth through targeted marketing strategies for financial products, while maintaining strong client relationships and precise account management. Skilled in analytical evaluation of loan applications, ensuring informed decision-making.
Overview
9
9
years of professional experience
Work History
Financial Service Representative
Canadian Imperial Bank of Commerce
01.2022 - Current
- Executed account openings for personal, business, mortgage, and student purposes.
- Handled transactions, including deposits, withdrawals, checks, and transfers.
- Provided information on financial products while resolving customer inquiries.
- Marketed deposit, investment, credit, and loan products to drive sales growth.
- Evaluated loan applications by analyzing financial status and credit history.
- Cultivated strong client relationships through exceptional service and communication.
- Maintained accurate records of client accounts and transactions.
- Utilized software programs to track accounts and generate detailed reports.
Book Keeper
Gill Truck Body Works
01.2016 - 01.2021
- Recorded transactions in financial records, ensuring accuracy and completeness.
- Managed accounts payable and receivable for diverse client transactions.
- Processed payroll for employees, guaranteeing timely and precise payments.
- Reconciled bank statements to uphold accurate financial records.
- Maintained general ledger through prompt recording of financial transactions.
- Assisted with preparation of monthly financial reports for management review.
- Tracked debits and credits to monitor overall financial health.
- Prepared and filed tax documents to comply with regulatory requirements.
Education
Canadian Securities Course - Investment Funds in Canada
Canadian Securities Institute
Toronto, ON01.2022
Masters of Commerce - Finance
Punjabi University
Patiala,India01.2016
Bachelor of Accounting & Finance -
Punjabi University
Patiala,India01.2014
Skills
- Project management and coordination
- Public relations and communication
- Team leadership and collaboration
- Time management and prioritization
- Analytical thinking and data analysis
- Client service excellence
- Financial reporting and oversight
- Sales strategies and evaluation
- Retirement planning
Languages
English: Fluent, Punjabi: Fluent, Hindi: Fluent
Timeline
Financial Service Representative
Canadian Imperial Bank of Commerce
01.2022 - Current
Book Keeper
Gill Truck Body Works
01.2016 - 01.2021
Canadian Securities Course - Investment Funds in Canada
Canadian Securities Institute
Masters of Commerce - Finance
Punjabi University
Bachelor of Accounting & Finance -
Punjabi University
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