Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

KIRANJEET KAUR

Winnipeg,MB

Summary

Analytical financial professional with experience in account reconciliation, transaction processing, and financial reporting. Skilled in ensuring accuracy, compliance, and adherence to policies and controls. Excellent written and verbal communication skills, able to convey financial information clearly to diverse audience. Proficient in financial software and collaborative in cross-functional team environments.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Member Service Representative

Access Credit Union
06.2023 - Current
  • Deliver high-quality financial support and communication to members, internal teams, and business partners, fostering a collaborative and client-focused environment.
  • Apply analytical skills to process and reconcile member account transactions with exceptional accuracy, ensuring compliance with financial policies and internal controls
  • Actively support accounts payable and accounts receivable functions as part of routine financial operations.
  • Interpret financial and administrative policies, procedures, and regulations to ensure compliance and accuracy while assisting members.
  • Perform reconciliation of balance sheet accounts to ensure accuracy and compliance, while supporting treasury functions such as cash handling, fund transfers, and maintaining adequate branch liquidity.
  • Provide financial guidance to members and refer them to specialists for loans, mortgages, and lines of credit to ensure appropriate solutions and support. Facilitate interdepartmental communication to support accurate and timely document handling, information exchange and loan disbursement.


Digital Client Advisor

Royal Bank of Canada
08.2022 - 03.2023
  • Provided prompt, accurate, and client-focused support to personal and business clients, addressing a wide range of day-to-day banking needs with professionalism and efficiency.
  • Interviewed clients to assess their financial needs and provided personalized guidance, ensuring all interactions adhered to established policies, procedures, and regulations.
  • Leveraged strong interpersonal abilities to build rapport, facilitate collaboration, and achieve team and organizational objectives with diverse groups.
  • Utilized a range of financial applications to retrieve and store data, organize and analyze information, and remain current on financial policies and regulations.


Education

Associate of Applied Science - Computer Programming

Lambton College of Applied Arts And Technology
12-2019

Certificate - Financial Accounting

BSG Computer Centre
Rajasthan, India
12-2017

Skills

  • Financial management- Skilled in monitoring, analyzing, and managing financial data to support informed decision-making and ensure compliance with policies
  • Advanced digital and tech skills – Proficient in a variety of financial software, enterprise platforms, and data management systems, enabling efficient processing, analysis, and reporting of financial information
  • Analytical & Detail-Oriented – Strong logical thinking and decision-making skills with a high level of accuracy and thoroughness, following policies and financial controls
  • Communication Skills – Exceptional written and verbal communication with excellent problem-solving abilities Skilled in producing clear, accurate, and professional written communications for diverse audiences and purposes
  • Collaborative and people-focused – Strong engagement skills with teams, organizations, and partners Committed to fostering positive, productive work relationships
  • Time Management & Prioritization – Strong organizational skills with the ability to manage competing tasks and meet deadlines effectively
  • Administrative operations – Proficient in MS Office, and digital workplace platforms
  • Compliance & Confidentiality – Knowledgeable in mitigation strategies within financial services; skilled in adhering to regulatory standards and institutional procedures Demonstrates sound judgment and discretion when handling sensitive or confidential information

Certification

Highly passionate about volunteerism and social impact, actively engaging in community service initiatives. Recent contributions include participation in -

  • Knowles Centre Paint Project - Winnipeg, MB
  • Transcona's Hi-Neighbor Parade.
  • Habitat for Humanity - Pandora Avenue.

Timeline

Member Service Representative

Access Credit Union
06.2023 - Current

Digital Client Advisor

Royal Bank of Canada
08.2022 - 03.2023

Associate of Applied Science - Computer Programming

Lambton College of Applied Arts And Technology

Certificate - Financial Accounting

BSG Computer Centre

Similar Profiles

CREATE PROFILE
KIRANJEET KAUR