Jasmine Sagoo
Summary
Dedicated finance professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results. Promotes innovative strategies to acquire customers and sell products. Excellent communicator, negotiator, and multi-tasker with an agile and flexible approach.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Financial Services Representative
CIBC
12.2024 - Current
- Delivered personalized banking solutions to a diverse portfolio of clients, consistently exceeding monthly sales and referral targets.
- Opened new accounts, processed loan applications, and provided expert advice on investment products, credit cards, and everyday banking needs.
- Built long-term client relationships by understanding life goals and offering tailored financial advice.
- Supported customers with digital banking tools, promoting online banking adoption and improving client satisfaction.
- Collaborated with financial advisors and mortgage specialists to cross-refer opportunities and grow client portfolios.
- Acted as first point of contact for resolving client concerns, using empathy and problem-solving to de-escalate issues and protect CIBC's brand integrity.
Customer Service Representative
CIBC
06.2022 - 12.2024
- Processed high-volume customer transactions such as Deposits, Withdrawals, Money transfers and, Loans with accuracy, maintaining efficient operations.
- Delivered excellent customer service by addressing inquiries and resolving concerns, ensuring a positive experience.
- Advised and Assisted clients with questions and concerns related to their accounts and bank products.
- Collaborated with colleagues to maintain accurate records of every transactions ensuring compliance with protocol.
Education
Business Administration Diploma - Finance
NAIT
Edmonton, ABHigh School Diploma - undefined
M.E. Lazerte Highschool
Skills
- Receiving / Processing Banking transitions
- Excellent Mathematical / Numerical Skills
- Ledger Balancing / Balance allocation
- Cash Drawer Maintenance / Management
- Loan Processing / Regulatory Compliance
- Time Management (Multi-Tasking)
- Attention to Detail (Reducing Errors)
- Reliability /Punctuality
- Adaptability under high pressure
- Client-Centric Communication
- Client Issue Mitigation
- Client Relationship Management
- Ethical Work practices
Websites
Certification
- IFSE Institute , October 2022 - Canadian Investment Funds CIFC
Timeline
Financial Services Representative
CIBC
12.2024 - Current
Customer Service Representative
CIBC
06.2022 - 12.2024
High School Diploma - undefined
M.E. Lazerte Highschool
Business Administration Diploma - Finance
NAIT
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