Karanpreet Kaur
Edmonton
Summary
Dynamic Personal Banker at TD Bank with proven leadership abilities and a strong focus on client satisfaction. Skilled in developing data-driven investment strategies that enhance portfolio performance. Committed to fostering long-term relationships through effective communication and problem-solving, consistently exceeding performance targets while ensuring regulatory compliance.
Overview
9
9
years of professional experience
Work History
Personal Banker
TD Bank
Edmonton
01.2023 - Current
- Guide clients on financial decisions, resulting in enhanced portfolio performance, and increased client satisfaction.
- Analyze market trends to provide strategic investment advice, leading to measurable gains for clients.
- Processed applications for clients for mortgages, various types of loans, including student loans, auto loans, and personal lines of credit.
- Collaborate with the team to develop personalized financial plans, ensuring client goals are met efficiently.
- Address client concerns promptly, improving client retention, and trust.
- Drive client acquisition and retention through personalized financial guidance, consistently exceeding performance targets, and fostering long-term relationships.
- Provide ongoing education and support to clients, empowering them to make informed financial decisions, and navigate complex market conditions.
- Develop data-driven investment strategies, leveraging market trends to optimize client portfolios, and achieve measurable financial growth.
Personal Banking Associate
TD Bank
Edmonton
09.2021 - 01.2023
- Processed loan applications according to established guidelines.
- Advised customers on various financial products available from the bank.
- Facilitated opening of diverse bank accounts while guiding clients through loan and credit card application processes.
- Expanded customer relationships by maintaining regular follow-up processes and rapport.
- Educated customers on variety of retail products and digital solutions, enhancing customer experience.
Customer Experience Associate
TD Bank
Edmonton
12.2020 - 09.2021
- Processed customer deposits and withdrawals accurately, balancing cash drawer daily.
- Educated customers about different types of banking services available at the branch.
- Prepared official checks for customer and internal bank needs.
- Welcomed customers and offered pleasant service during entire transaction.
- Identified customer financial needs, goals and objectives and offered appropriate financial products to suit needs.
- Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
- Processed deposits, withdrawals, transfers, loan payments and other transactions accurately and efficiently.
- Used a strong knowledge of banking products and services to confidently educate customers about features, benefits and pricing.
- Followed strict compliance guidelines when completing financial transactions for customers.
- Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
- Developed strong relationships with customers to ensure repeat business.
Human Resource Manager
Intellisense Technology private Ltd.
02.2019 - 06.2019
- Led HR operations for 50-60 employees, overseeing recruitment, employee relations, and performance management while ensuring compliance and strategic alignment
- Maintained employee records
- Managed recruitments and various job postings on different portals and through external agencies
- Instigated complaints brought forwarded by employees and found solutions in best possible manner
- Coordinated employee development plans and performance management
- Arranged engagement and retention programs
- Payroll management and budget monitoring
- Training and induction of new employees
Human Resource Manager
Business View India
11.2017 - 02.2019
- Promoted from HR Executive to HR Manager, leading a team of 3 HR executives and 60-65 employees
- Organized and conducted training sessions, improving employee skills and performance
- Managed payroll and budget, ensuring financial accuracy and efficiency
- Handled employee complaints, providing effective solutions and maintaining workplace harmony
- Implemented engagement and retention programs, enhancing employee satisfaction and reducing turnover
Mutual Fund Administrator
SBI funds Management Private Ltd.
Ludhiana
08.2016 - 11.2017
- Produced compliance reports to ensure adherence to all industry regulations.
- Discussed goals and strategies with potential investors and implemented corrective actions to enhance performance.
- Maintained accurate records of all mutual fund activities within database systems.
- Monitored and reconciled various mutual fund transactions on a regular basis.
- Checked transactions and reporting for compliance with regulatory standards and investigated discrepancies.
Education
Investment Funds in Canada (IFIC) -
The Investment Funds Institute of Canada
04.2025
Master's - Business Administration (HR) | IQAS Verified
Lovely Professional University
India01.2017
Master's - Commerce (Marketing) | IQAS Verified
Panjab University
India01.2016
Bachelor's - Business Administration | IQAS Verified
Panjab University
India01.2014
Skills
- Communication skills
- Leadership abilities
- Problem solving
- Regulatory compliance
- Scheduling and prioritization
- Accountability and integrity
- Computer proficiency
- Financial compliance strategies
- Team collaboration
- Decision making
- Multitasking and organization
- Interpersonal skills
- Quick learning and adaptability
- Financial planning and investment strategies
Languages
- English
- Punjabi
- Hindi
- Urdu
References
Available on request
Timeline
Personal Banker
TD Bank
01.2023 - Current
Personal Banking Associate
TD Bank
09.2021 - 01.2023
Customer Experience Associate
TD Bank
12.2020 - 09.2021
Human Resource Manager
Intellisense Technology private Ltd.
02.2019 - 06.2019
Human Resource Manager
Business View India
11.2017 - 02.2019
Mutual Fund Administrator
SBI funds Management Private Ltd.
08.2016 - 11.2017
Investment Funds in Canada (IFIC) -
The Investment Funds Institute of Canada
Master's - Business Administration (HR) | IQAS Verified
Lovely Professional University
Master's - Commerce (Marketing) | IQAS Verified
Panjab University
Bachelor's - Business Administration | IQAS Verified
Panjab University