JASMEEN KALSI
Summary
Detail-oriented Banker with a Bachelor's degree in Commerce, specializing in Finance from McMaster University. Possesses over 3 years of experience in financial services, initially as a Bank Teller and later advancing to a role as a Banker at Alterna Savings Credit Union. Skilled in customer relationship management, financial analysis, and compliance, with a proven track record of achieving high customer satisfaction and exceeding sales targets. Known for strong attention to detail, excellent interpersonal skills, and ability to thrive in a fast-paced banking environment.
Overview
3
3
years of professional experience
Work History
Banker
Alterna Savings, Credit Union
Mississauga
09.2021 - Current
- Modified, opened and closed personal and business accounts.
- Assisted clients with deposits, withdrawals, and account inquiries in a friendly and efficient manner.
- Conducted detailed financial assessments to evaluate creditworthiness and recommend suitable banking products and services.
- Assisted clients in managing their investments, including recommending investment products and monitoring portfolio performance.
- Participated in community outreach events to promote awareness of the bank's services.
- Maintained accurate records of all transactions within the branch's database system.
Education
Bachelors of Commerce Degree - Finance -
McMaster University
Skills
- Sales skills
- Professionalism
- Time management
- Relationship building
- Loss prevention
- Numerical skills
- Decision making
- Computer skills
- Customer Service
- Attention to detail
References
References available upon request.
Timeline
Banker
Alterna Savings, Credit Union
09.2021 - Current
Bachelors of Commerce Degree - Finance -
McMaster University
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