Karamjeet Kaur
Tracy
Summary
Dynamic financial professional with a solid foundation in client service and team leadership. Proven ability to enhance customer experiences, develop long-term relationships, and drive operational efficiency. Committed to exceeding performance metrics while fostering a collaborative work environment.
Overview
8
8
years of professional experience
Work History
Financial Center Manager
Bank Of Amercica
Danville
07.2024 - Current
- Managed team performance and provided ongoing coaching to staff members.
- Developed and implemented customer service strategies that improved client satisfaction and loyalty.
- Analyzed financial products and services to meet client needs effectively.
- Monitored branch performance metrics to identify improvement areas, driving enhanced operational efficiency.
- Resolved customer complaints promptly, ensuring high professionalism and reinforcing trust in branch services.
- Evaluated employee performance against established goals and objectives.
- Oversaw daily operations of financial center and ensured compliance with regulations.
- Collaborated with senior management on branch initiatives and community outreach.
- Worked with other department leaders to promote services and deliver seamless banking experience.
- Ensured compliance with all applicable laws, regulations and policies related to banking operations.
- Developed long-term relationships with customers through proactive outreach efforts such as seminars and promotional events.
Assistant Financial Center Manager
Bank of America
Danville
04.2022 - 06.2024
- Assisted in managing daily operations of financial center.
- Trained staff in customer service and banking procedures to enhance service delivery.
- Managed cash handling processes and balanced cash drawers daily.
- Monitored compliance with banking regulations and standards.
- Ensured compliance with all applicable laws, regulations, policies, and procedures related to banking operations.
- Supported implementation of new policies and procedures.
- Resolved customer inquiries and escalated issues.
- Analyzed customer feedback data to pinpoint service quality improvement areas.
- Tracked sales goals and monitored progress to ensure targets were met.
- Prepared monthly budget forecasts using various analytical tools.
- Participated in training sessions on banking regulations, laws, products to stay up-to-date on industry trends.
- Facilitated communication between management and staff members.
Relationship Banker
Bank of America
San Ramon
02.2020 - 03.2022
- Acknowledged as a top performer by clients and colleagues.
- Consistently exceeded role expectations in behavior and sales.
- Cultivated strong relationships with clients.
- Took on operational responsibilities during the absence of the Financial Center Assistant Manager to maintain daily operations.
- Trained 5 new relationship bankers and ongoing support for new associates to enhance team performance.
- Maintained a positive attitude while engaging with clients.
- Able to resolve client complaints, provide the right solutions.
- Collaborated effectively with team members to achieve goals.
Front End Manager
Sewaks's Nofrills
Port Coquitlam
11.2017 - 02.2019
- Managed incoming and outgoing correspondence efficiently.
- Organized office files and maintained document accuracy.
- Assisted in scheduling meetings and coordinating office events.
- Processed invoices and handled basic bookkeeping tasks.
- Maintained office supplies inventory and placed orders as needed.
- Provided support to team members on various administrative tasks.
- Operated standard office equipment, including printers and copiers.
- Communicated effectively with clients and vendors for information requests.
- Updated employee paperwork and records.
- Organized travel arrangements for employees attending out-of-town meetings or conferences.
- Researched discrepancies in accounts receivable balances when requested by supervisor.
- Managed daily operations and staff schedules for efficient store performance.
- Trained team members on customer service and product knowledge standards.
- Resolved customer inquiries and issues to maintain high satisfaction levels.
Education
International Business Management
NORTHERN COLLEGE IN ONTARIO
CANADA03-2017
BCom - Bachelor of Commerce - Business Accountancy
Hans Raj Mahila Maha Vidhyala ( HMV)
Jalandhar01-2015
Skills
- Financial analysis
- Cash flow management
- Compliance monitoring
- Sales
- Talent recruitment
- Talent Management
- Performance evaluation
- Team leadership
- Operations management
- Problem solving
- Employee coaching
- Time management abilities
- Effective communication
- Customer Service
- Financial risk manager (FRM)
- Time management abilities
Languages
- English
- Hindi
- Punjabi
Accomplishments
Valiant Award - Best Performance Bank of America
Reference
- Sukhdeep Kaur Chatha - 1510-828-5064 Manager at Bank of America
Timeline
Financial Center Manager
Bank Of Amercica
07.2024 - Current
Assistant Financial Center Manager
Bank of America
04.2022 - 06.2024
Relationship Banker
Bank of America
02.2020 - 03.2022
Front End Manager
Sewaks's Nofrills
11.2017 - 02.2019
International Business Management
NORTHERN COLLEGE IN ONTARIO
BCom - Bachelor of Commerce - Business Accountancy
Hans Raj Mahila Maha Vidhyala ( HMV)