Jasleen Kaur
Kelowna,BC
Summary
Accomplished Personal Banking Associate and Financial Services Representative at Bank of Montreal, adept in financial product knowledge and client retention strategies. Excelled in cross-selling, achieving sales targets, and enhancing customer relationships through analytical thinking and investment advising. Demonstrated proficiency in branch operations and staff management, driving sustained growth and operational efficiency.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Personal Banking Associate
Bank of Montreal
01.2024 - Current
- Conducted regular account reviews to identify opportunities for cross-selling additional bank products and services.
- Streamlined branch operations by collaborating with team members to optimize efficiency and improve workflow processes.
- Assisted customers in opening new accounts, ensuring thorough understanding of available products and services.
- Participated actively in staff training programs designed not only for personal professional development but also for enhancing overall team performance levels.
- Completed the Canadian mutual funds course and sold mutual funds and related products in a regulated background.
- Met weekly and yearly sales targets for everyday banking and term investments alongside mutual funds sales.
Financial Services Representative
Bank of Montreal
06.2022 - 01.2024
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Collaborated with team members to achieve sales targets and improve overall branch performance.
- Increased client satisfaction by providing tailored financial advice and investment recommendations.
- Worked closely with other departments to provide seamless service delivery for complex client requests.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
Education
Bachelor Of Business Administration - Business Administration
09.2021
Skills
- Branch operations
- Financial product knowledge
- Cash Handling Accuracy
- Credit analysis
- Client Retention Strategies
- Investment advising
- Cross-selling proficiency
- Digital banking platforms
- Products and Services Knowledge
- Account openings
- Cash Management
- Analytical Thinking
- Cross-selling expertise
- Staff Management
Certification
Canadian Investment Funds Course
Timeline
Personal Banking Associate - Bank of Montreal
01.2024 - Current
Financial Services Representative - Bank of Montreal
06.2022 - 01.2024
Okanagan College - Bachelor Of Business Administration, Business Administration
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