Japneet Singh
Williams Lake,Canada
Summary
Results-driven banking professional with progressive experience in the financial services industry. Proven track record of leading high-performing teams, driving growth, and delivering exceptional customer experiences. Skilled in retail banking operations, sales leadership, risk management, and relationship building. Recognized for strong strategic thinking, problem-solving abilities, and a commitment to fostering an inclusive, client-focused environment.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Branch Manager
TD Canada Trust
Williams Lake, BC
07.2025 - Current
- Implemented internal control procedures to minimize risk exposure and maximize profitability.
- Managed regular performance appraisals for direct-reports through verbal, written and on-going review programs.
- Established strong working relationships with internal & external partners.
- Participated in community events to promote brand awareness.
- Identified opportunities for process improvement initiatives within the branch.
- Managed staff scheduling, hiring and training processes.
Associate Financial Advisor
CIBC
Williams Lake, BC
09.2024 - 07.2025
- Managed a complex portfolio of mortgage clients, with a focus on deepening the client relationship.
- Developed customized financial plans for clients using the CIBC Goal Planner, based on their individual needs and goals.
- Ensured clients' investment, financial, and credit-related needs are met by providing a comprehensive retail banking offer or by making a formal introduction to the appropriate Imperial Service and Business Banking colleagues.
- Conducted regular financial planning workshops and seminars to attract new clients and educate the community.
Personal Banker
TD Canada Trust
Williams Lake, BC
06.2023 - 08.2024
- Played a key role in advising customers on high-level financial solutions from a range of available investment and credit banking solutions.
- Acted as a point of contact for the frontline staff in handling customer problems.
- Worked closely with existing and prospective customers to provide financial reviews, discuss portfolio updates, and suggest additional, personalized solutions based on their financial goals.
- Participated fully as a team member, helping to build a positive and diverse work environment. Assisting and mentoring others in the completion of work activities, and addressing communication issues efficiently.
Manager of Customer Experience
TD Canada Trust
Williams Lake, BC
06.2020 - 06.2023
- Lead a team of service colleagues, promoting a positive customer and colleague experience while providing day-to-day team leadership.
- Recognized top-performing employees through recognition programs, boosting morale and motivation levels.
- Enhanced customer acquisition with an in-depth understanding of local customers, the market, and the community, while achieving operational excellence.
- Maintained direct line-of-sight on simple to complex daily branch administrative duties, and ensuring colleagues are in compliance with all TDBFG policies, procedures, and guidelines of conduct.
- Provided ongoing feedback, coaching and performance reviews for direct reports.
Divisional Sales Manager
Staples Canada
Williams Lake, BC
06.2019 - 06.2020
- Evaluated current processes regularly for efficiency improvements in the sales cycle.
- Tracked sales performance metrics, and adjusted strategies as needed for success.
- Participated in regional trade shows and events to promote brand awareness, and generate leads.
- Actively managed the attraction, orientation, retention, and succession planning of associates.
Sales Supervisor
Staples Canada
Fort St. John, BC
06.2016 - 05.2019
- Grew brand loyalty and exceeded store sales targets by successfully managing sales and distribution channels.
- Controlled costs, revamped workflows, and inventory strategies to minimize shrink.
- Improved store and omnichannel sales using proper strategies, coaching, and techniques.
- Oversaw hiring process for new personnel within the department.
Education
Post Graduation Diploma - Business Management
Northern Lights College
Fort St. John, BC12.2017
Bachelor of Technology - Electronics And Communications Engineering
Guru Nanak Dev University
Amritsar, Punjab, IN05.2015
Skills
- Financial planning
- Portfolio management
- Client relationship management
- Regulatory compliance
- Team leadership
- Performance management
- Networking skills
Certification
- Investment Funds in Canada (IFC), Honors
- Certificate in Financial Services Advice
- Branch Compliance Officer (BCO), Honors
Languages
- English, Advanced
- Punjabi, Advanced
- Hindi, Fluent
Highest Level Of Education
Bachelor's Degree
Timeline
Branch Manager
TD Canada Trust
07.2025 - Current
Associate Financial Advisor
CIBC
09.2024 - 07.2025
Personal Banker
TD Canada Trust
06.2023 - 08.2024
Manager of Customer Experience
TD Canada Trust
06.2020 - 06.2023
Divisional Sales Manager
Staples Canada
06.2019 - 06.2020
Sales Supervisor
Staples Canada
06.2016 - 05.2019
Post Graduation Diploma - Business Management
Northern Lights College
Bachelor of Technology - Electronics And Communications Engineering
Guru Nanak Dev University