Summary
Overview
Work History
Education
Skills
Timeline
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Jasjeet Pannu

Orillia

Summary

Flexible Client Advisor with experience efficiently resolving issues for banking clients and providing operations support. Talented at selling various banking products and services with excellent understanding of basic bank transactions. Dedicated to working weekends and evenings to achieve necessary tasks and meet customer needs.

Overview

9
9
years of professional experience

Work History

CLIENT ADVISOR

RBC Royal Bank
06.2022 - Current
  • Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
  • Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
  • Respond to client-initiated contact, assisting them with a full range of financial transactions
  • Actively listen and engage clients in conversation to further understand their individual needs
  • Proactively take ownership of resolving and preventing client banking problems
  • Cultivate and maintain relationships with partners to make the most of business opportunities and referrals

GENERAL MANAGER

MARY BROWNS
05.2020 - 05.2022
  • Assisted in training new team members, sharing best practices and expertise in Client Advisor role.
  • Strengthened client relationships through regular communication and proactive follow-up on inquiries.
  • Maintained in-depth knowledge of industry trends and products, ensuring accurate guidance for clients.
  • Developed strong rapport with clients through active listening and empathetic understanding of their goals and concerns.
  • Developed and implemented strategies to increase sales and profitability.
  • Cultivated strong relationships with clients, vendors, and partners to ensure long-term success and loyalty.
  • Managed a diverse team of professionals, fostering a positive work environment and high employee satisfaction.

Retail Store Manager

Krispy Kreme
06.2015 - 11.2019
  • Assist the Retail Store Manager in planning and implementing strategies to attract customers
  • Coordinate daily customer service operations (e.g
  • Sales processes, orders and payments)
  • Track the progress of weekly, monthly, quarterly and annual objectives
  • Monitor and maintain store inventory
  • Evaluate employee performance and identify hiring and training needs
  • Supervise and motivate staff to perform their best
  • Coach and support new and existing Sales Associates
  • Monitor retail operating costs, budgets and resources
  • Suggest sales training programs and techniques
  • Communicate with clients and evaluate their needs
  • Analyze consumer behavior and adjust product positioning
  • Handle complaints from customers
  • Research emerging products and use information to update the store's merchandise
  • Create reports, analyze and interpret retail data, like revenues, expenses and competition
  • Conduct regular audits to ensure the store is functionable and presentable
  • Make sure all employees adhere to company's policies and guidelines
  • Act as our store's representative and set an example for our staff.

Education

Master's Degree - MBA Business Management

Renaissance International College
06.2015

Skills

  • Client interaction
  • Client Retention Strategies
  • Customer Engagement
  • Client Relationship Management
  • Information Verification
  • Client Engagement
  • Client Relations
  • Customer Expectations Management
  • Relationship Management
  • Customer Complaint Resolution

Timeline

CLIENT ADVISOR

RBC Royal Bank
06.2022 - Current

GENERAL MANAGER

MARY BROWNS
05.2020 - 05.2022

Retail Store Manager

Krispy Kreme
06.2015 - 11.2019

Master's Degree - MBA Business Management

Renaissance International College

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Jasjeet Pannu