KHUSHPREET KAUR
Summary
Dynamic professional with extensive experience at Coast Capital Savings, excelling in customer service and relationship building. Proven track record in financial counseling and debt management, consistently exceeding service standards. Adept at analyzing client needs and providing tailored solutions, fostering strong client relationships to drive business growth.
Knowledgeable and dedicated customer service professional with extensive experience in Banking industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
2026
2026
years of professional experience
Work History
Member Service Representative
Coast Capital Savings
01.2025 - Current
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Handled complaints with prompt, courteous service to uphold professional reputation.
- Opened customer accounts and provided deposit and withdrawal receipts.
- Educated and engaged customers with new bank products and services.
- Verified customer identification and documentation for compliant transactions.
- Maintained up-to-date knowledge of product and service changes.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
Business Banking Officer
Coast Capital Savings
11.2021 - 12.2024
- Upheld stringent bank standards for loans, money handling, and legal considerations.
- Utilized up-to-date information to make effective decisions governing bank operations.
- Set risk management policies to mitigate bank losses.
- Met with members to understand goals and recommend solutions to fit specific needs.
- Discussed financial options with clients and provided informed suggestions.
- Liaised with customers and funding sources to identify and remove roadblocks to business funding.
- Targeted accounts at senior and executive levels and secured funding for future initiatives.
- Developed advanced product knowledge to share current information while generating and delivering products quotes.
- Worked with clients and finance companies to find optimal solutions for financing.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
Credit Counselor
CIBC
05.2019 - 11.2021
- Responded to client concerns and questions about credit scores and methods to improve numbers.
- Interviewed clients by telephone or in-person to gather financial information.
- Produced budget tools, educational support and referrals for clients.
- Evaluated credit reports to uncover problems and develop strategies for consolidating and reducing client debt.
- Received and submitted customer payments to further reduce open account balances.
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Organized and detail-oriented with a strong work ethic.
- Excellent communication skills, both verbal and written.
Barista
Starbucks
2018 - 2019
- Created wide variety of hot and cold drinks in average shifts with consistently positive customer satisfaction scores.
- Maintained regular and consistent attendance and punctuality.
- Maintained and operated espresso machines, blenders, commercial coffee brewers, coffee pots, and other equipment.
- Trained new employees, sharing knowledge and expertise of coffees, teas, and merchandise.
Education
BBA - Accounting
Langara College
VancouverUndergraduate Diploma - Business Management
Langara College
Vancouver12-2018
High School - Accounting
BDPS School
Punjab, India04-2016
Skills
- Customer service
- Account reconciliation
- Service upselling
- Transaction processing
- Relationship building
- Financial transactions
- Sales strategy
- Product recommendations
- Account management
- Loan processing
- Debt management
- Attention to detail
- Financial counseling
- Debt consolidation
- Goal setting
- Budget preparation
- Analytical skills
Languages
Hindi
Native or Bilingual
Punjabi
Native or Bilingual
Urdu
Native or Bilingual
Timeline
Member Service Representative
Coast Capital Savings
01.2025 - Current
Business Banking Officer
Coast Capital Savings
11.2021 - 12.2024
Credit Counselor
CIBC
05.2019 - 11.2021
Barista
Starbucks
2018 - 2019
BBA - Accounting
Langara College
Undergraduate Diploma - Business Management
Langara College
High School - Accounting
BDPS School