KHUSHPREET KAUR
SURREY,British Columbia
Summary
- Motivated and result-driven Business Banking Associate bringing 5+ years of experience in banking.
- Proven abilities include customer relations, networking with business leaders and solving complex business problems.
- Recognized for strong business acumen and proactive mindset leading to successful team player.
- Ability to maintain positive company image by providing knowledgeable and professional service by identifying opportunities and initiating changes to add value to the customer relationship.
- Ability to process customers’ requests accurately and within specified time-frames, to effectively and efficiently support and sustain exemplary customer service, emphasizing strong organizational, interpersonal and problem-solving skills.
- Ability of always being supportive of teams who “think differently” and aligning them into company goals. An initiator who identifies problems and suggests solutions naturally.
- Ability and familiarity to work in a fast-paced corporate team environment.
- Ability to develop strong interpersonal relationships with clients, gaining credibility and being viewed as a trusted advisor.
Overview
6
6
years of professional experience
Work History
BUSINESS BANKING OFFICER
COAST CAPITAL SAVINGS
11.2021 - Current
- Assists the members with opening, closing as well as maintaining optimal services of business accounts
- Also assisting with reviewing, qualifying and approving credit products and extended lending
- Providing time-efficient and problem solving solutions to the clients to ensure maximum service level
CREDIT COUNSELLOR
CIBC
05.2019 - 11.2021
- Dealing with client’s financial capacity assessment and doing credit counselling
- Recommending debt restructuring according to client’s needs
- Assessing the client’s willingness and ability to pay off his debts and make payment arrangements accordingly
- Building Client Goodwill gesture by emphasizing on putting the client first
- Helping the client by giving them appropriate amount of time to do financial planning
- Building Rapport by listening, empathy and tone of conversation with the clients.
Education
BBA - Accounting
Langara College
High School - Finance
Budha Dal Public School
business management
Langara College
Vancouver, BC01.2018
Skills
- Strategic Planning
- Portfolio Management
- Banking Standards
- Small Business Relations
- Financial Analysis
- Customer Service
- Complex Problem Solving
- Financial Planning
- Regulatory Compliance
- Compliance Requirements
- Dispute Resolution
- Client Relations
- Verbal and Written Communication
- Relationship Building
- Account Management
Timeline
BUSINESS BANKING OFFICER
COAST CAPITAL SAVINGS
11.2021 - Current
CREDIT COUNSELLOR
CIBC
05.2019 - 11.2021
High School - Finance
Budha Dal Public School
BBA - Accounting
Langara College
business management
Langara College
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