Kiranjot Bhullar
Surrey,BC
Summary
Proven achiever in financial services, notably with TD Canada Trust, where I spearheaded initiatives that significantly expanded the client base through strategic cross-selling and proactive community outreach. Expert in financial product knowledge and investment advising, I excel in optimizing branch operations and enhancing customer satisfaction. My approach combines analytical prowess with exceptional interpersonal skills, driving tangible results in high-pressure environments.
Overview
3
3
years of professional experience
Work History
Personal Banking Associate
TD Canada Trust
Vancouver, BC
06.2022 - Current
- Conducted regular account reviews to identify opportunities for cross-selling additional bank products and services.
- Streamlined branch operations by collaborating with team members to optimize efficiency and improve workflow processes.
- Initiated proactive outreach efforts targeting potential customers within the local community, resulting in a steady expansion of the bank''s client base.
- Enhanced customer satisfaction by providing personalized banking solutions tailored to individual needs.
Sales Representative
CLUB 16
Surrey
04.2022 - 06.2022
- Enhanced client satisfaction by addressing concerns promptly and providing exceptional service.
- Generated additional sales opportunities with upselling and cross-selling techniques.
- Expanded customer base through cold calling, networking, and relationship building.
- Increased sales revenue by identifying and targeting high-potential accounts.
- Maintained up-to-date knowledge of industry trends for informed decision-making during client interactions.
Sales Associate
Bell
Surrey
06.2021 - 12.2021
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
- Built relationships with customers to encourage repeat business.
- Managed returns, exchanges and refunds in accordance with store policy.
- Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
Education
Associate of Arts - Arts
Coquitlam College
CoquitlamSkills
- Branch operations
- Financial product knowledge
- Cash Handling Accuracy
- Credit analysis
- Investment advising
Languages
English
Full Professional
Hindi
Full Professional
Punjabi
Full Professional
Timeline
Personal Banking Associate
TD Canada Trust
06.2022 - Current
Sales Representative
CLUB 16
04.2022 - 06.2022
Sales Associate
Bell
06.2021 - 12.2021
Associate of Arts - Arts
Coquitlam College