KIRANJEET KAUR
Winnipeg
Summary
Personable and proactive, well-suited for client-focused role. Adept in understanding client needs and delivering effective solutions, with strong communication and problem-solving skills. Advanced organizational, technical, and business acumen. Excels at working effectively with cross-functional teams to ensure operational and service excellence. Strong ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
2
2
years of professional experience
Work History
Member Service Representative
Access Credit Union
06.2023 - Current
- Provide excellent client services to clients, business partners, and internal staff via emails, phone calls, faxes, mails and in-person.
- Respond to client inquiries in an understanding and time-efficient manner.
- Process account transactions, including fund transfers, deposits, and withdrawals, accurately and efficiently.
- Maintain electronic and paper filing systems for easy retrieval of information.
- Expedite invoice processing times by accurately entering financial data into accounting systems.
- Proactively reaching out to existing members to discuss upcoming investment renewals and schedule appointments for in-depth consultations.
Client Advisor
Royal Bank of Canada
08.2022 - 03.2023
- Responded to personal/business clients with professional and accurate manner to fulfill their everyday banking transaction needs.
- Interviewed clients to understand their immediate needs and financial goals, and proposed solutions, including various types of loans through cross-selling, bundling and renewal opportunities.
- Informed and suggested new banking products, services and digital self serving options to the clients.
- Cultivated and strengthened relationships with clients, coordinated with internal staff ensuring smooth operation and customer satisfaction.
Education
Associate of Applied Science - Computer Programming
Lambton College of Applied Arts And Technology
12.2019
High School Diploma -
BSG Computer Centre
06.2017
Skills
- Experienced in providing excellent client services
- Strong proficiency in Microsoft Office Suite
- Digital literacy with experience across various technologies and a broad range of devices
- Skilled in time management, problem-solving, and reflective judgment
- Strong judgment in task prioritization
- Team player
Languages
English
Native or Bilingual
Hindi
Native or Bilingual
Punjabi
Native or Bilingual
Certification
CPR C AED Basic First Aid
Timeline
Member Service Representative
Access Credit Union
06.2023 - Current
Client Advisor
Royal Bank of Canada
08.2022 - 03.2023
Associate of Applied Science - Computer Programming
Lambton College of Applied Arts And Technology
High School Diploma -
BSG Computer Centre
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