Jasmine Kaur
EDMONTON,Alberta
Summary
Dynamic and results-driven professional with extensive experience at ATB Financial, excelling in cash office procedures and customer relationship management. Proven track record in financial planning and effective communication, enhancing client experiences and driving sales. Adept at making well-rationalized credit decisions while ensuring regulatory compliance.
Overview
12
12
years of professional experience
Work History
Everyday Banking Advisor 2
ATB Financial
EDMONTON, Alberta
01.2018 - Current
- Experienced land-secured lender with active L2 limits.
- Making well-rationalized credit decisions within established standards and limits, and adjudicating within compliance guidelines.
- Assisted customers with opening new accounts and completing required paperwork accurately and efficiently.
- We transformed our client experience by introducing our clients to experts, digital tools, and resources.
- Provided coaching and training to other CSRs.
- Collaborated with tax professionals and attorneys to provide a holistic approach to client financial planning.
- Receiving the working cash for the day, and counting it before the shift begins.
- Accepting deposits of both checks and cash, and validating deposit slips.
- Processing cash withdrawals.
- Verifying customers, admitting them to their safety deposit boxes, and opening and closing vaults.
- Receiving payments for bills, loans, and mortgages.
- To answer queries and to assist customers with account-related issues.
- To carry out specialized tasks like foreign currency exchange, issuing traveler’s checks, cashier's checks, and money orders.
- Balancing the checks and cash at the end of every day.
Office Payroll Administrator/Order clerk/Cashier/Inventory Assistant
Rona Ellerslie
03.2018 - 01.2020
- Handle Vault/ Cash Office
- Deal with WCB Claims (Workers Compensation Board), Short term disability, Long term disability
- Maintained Store use Inventory
- Processed for approval all Account Receivable/ Payable
- Ordering for flyers, bookings, and resets in appropriate and timely manner
- Effectively communicating with vendors, managers, members of the order team, and the sales staff regarding stock levels, new products, incoming orders, procedures, upcoming events, and resets
- Monitoring purchase orders and transfers
- Working on negative on-hand reports, price override reports, special reports, and dump sku reports
- Verifying and updating stock locator
- Investigating inventory adjustments
- Implementing price changes
Sales Associate
Winners Capilano
05.2017 - 03.2019
- Comprehensive knowledge of sales techniques and best business practices.
- Completing all duties of the cash office.
Understanding all procedures of cash registers. - Providing weekly updates on objectives and identifying any issues or opportunities pertaining to merchandise, sales floor, and IBI.
- Reviewing weekly MAP and CommPak: support communication of change to merchandise presentation, IBI, fashion trends, ads, and events.
- Assigning priorities and providing direction, support in the communication to drive sales, and improving merchandise processes.
Food Service Supervisor
SIDHU HOLDINGS LTD. SUBWAY
08.2013 - 12.2017
- Maintains food safety and sanitation standards.
- Monitored inventory.
- Maintained and updated trainers' manuals for the company.
- Forecasting, ordering, and stocking merchandise.
- Ensuring prompt reconciliation of store paperwork.
Education
Business Administrative - Accounting
Northern Alberta Institute of Technology
Edmonton, Alberta, Canada12.2014
Twelve Grade -
Sacred Heart Senior Secondary School
Amritsar, Punjab, India03.2012
Skills
- Cash office procedures
- Merchandise management
- Applied mathematics
- Financial modeling
- Proficiency in Word
- Proficiency in Excel
- Proficiency in PowerPoint
- Customer relationship management
- Effective communication
- Regulatory compliance
- Financial planning
Timeline
Office Payroll Administrator/Order clerk/Cashier/Inventory Assistant
Rona Ellerslie
03.2018 - 01.2020
Everyday Banking Advisor 2
ATB Financial
01.2018 - Current
Sales Associate
Winners Capilano
05.2017 - 03.2019
Food Service Supervisor
SIDHU HOLDINGS LTD. SUBWAY
08.2013 - 12.2017
Business Administrative - Accounting
Northern Alberta Institute of Technology
Twelve Grade -
Sacred Heart Senior Secondary School
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