Summary
Overview
Work History
Education
Skills
Websites
Certification
References
Timeline
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Jaspreet Kaur

Brampton,Ontario

Summary

IFIC-certified professional with expertise in managing daily financial transactions exceeding $6,000, achieving 99.9% accuracy. Successfully resolved over 90% of customer inquiries on first contact, resulting in a 15% increase in customer satisfaction. Proficient in digital banking education, KYC/AML compliance, and client onboarding, utilizing CRM and POS systems to boost operational efficiency. Experienced in balancing risk management with sales support in dynamic banking environments.

Overview

2
2
years of professional experience
1
1
Certification

Work History

ASSISTANT MANAGER

DAIRY QUEEN
Brampton, Canada
07.2024 - 06.2025
  • Processed over $6,000 in daily cash and electronic transactions with 99.9% accuracy, minimising discrepancies.
  • Resolved over 90% of customer issues on first contact, driving a 15% increase in satisfaction scores.
  • Trained over 15 team members on customer service protocols and digital POS systems, enhancing transaction efficiency by 20%.

FINANCE COORDINATOR

BIT TECHNOLOGIES
Toronto, Canada
11.2023 - 07.2024
  • Oversaw payroll and billing for over 2,000 employees, achieving a 29% reduction in billing errors and a 20% decrease in processing times.
  • Audited financial transactions to ensure full compliance with internal controls and external regulations.
  • Collaborated with accounting and operations teams to reconcile accounts, reducing discrepancies by 30%.

CLIENT SUPPORT ASSISTANT

ELITE HOME STORE
Mississauga, Canada
03.2023 - 10.2023
  • Processed over 500 payment updates, returns, and refunds monthly with 99% accuracy using POS systems.
  • Managed weekly interactions exceeding 150 customer inquiries via phone and email, achieving 95% satisfaction rate.
  • Enhanced digital self-service tool adoption by 25% through strategic education and communication initiatives.

Education

FINANCIAL PLANNING & WEALTH MANAGEMENT -

Lambton College
Toronto
01.2023

Master of Commerce -

Punjabi University
Patiala, India
01.2021

Skills

  • Personal banking and needs analysis
  • Cash handling and transaction accuracy
  • Client onboarding and compliance
  • Digital banking education
  • Customer issue resolution
  • CRM, POS, and Office proficiency
  • Referral generation and sales support
  • Time management and prioritization
  • Regulatory compliance and risk awareness
  • Effective communication and client engagement

Certification

Investment Funds in Canada

References

References available upon request.

Timeline

ASSISTANT MANAGER

DAIRY QUEEN
07.2024 - 06.2025

FINANCE COORDINATOR

BIT TECHNOLOGIES
11.2023 - 07.2024

CLIENT SUPPORT ASSISTANT

ELITE HOME STORE
03.2023 - 10.2023

FINANCIAL PLANNING & WEALTH MANAGEMENT -

Lambton College

Master of Commerce -

Punjabi University

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Jaspreet Kaur