Manik Singh
Banking Professional | Customer-Focused | Experienced In Retail Financial Services
Edmonton
Summary
Customer-focused banking professional with over 2 years of experience in retail and digital banking environments. Proven ability to build lasting client relationships, recommend financial solutions, and exceed service expectations in high-volume settings.
Overview
3
3
years of professional experience
2
2
years of post-secondary education
3
3
Languages
Work History
Banking Support Officer
Canadian Western Bank
02.2025 - Current
- Administered and processed a wide range of banking transactions to support Banking Centres and the Broker Network using ACME solutions and other financial systems.
- Handled operational activities across multiple areas including Payments (wires, EFTs, cheques, bill payments), Broker Support (registered purchases, CANNEX), Deposits (remote deposit capture, NDDS), and Cash Management products (CAFT, Business Online Banking, Online Wires, Business Credit Cards, Corporate RDC).
- Supported processing and maintenance of Registered Products (RRSP, RRIF, TFSA) and Estate accounts, ensuring compliance and accuracy.
- Maintained high standards of accuracy and attention to detail while managing high volumes of daily transactions.
- Applied critical thinking and problem-solving skills to identify process improvements and ensure seamless banking operations.
Customer Service Representative
TD
03.2023 - 05.2024
- Consistently exceeded weekly referral targets by identifying customer needs and recommending tailored financial solutions, including chequing/savings accounts, GICs, credit cards, and lending products.
- Generated over 10 qualified referrals per week to financial advisors and investment specialists, directly contributing to asset growth and customer portfolio expansion.
- Built strong, trust-based relationships with clients, leading to increased customer satisfaction and repeat business.
- Conducted financial needs assessments to uncover cross-selling opportunities, resulting in higher product penetration per client.
- Recognized for delivering exceptional customer service while achieving sales performance KPIs in a fast-paced branch environment.
Customer Service Agent
Motive Financial
06.2024 - 02.2025
- Acted as the first point of contact for clients, resolving inquiries efficiently while identifying opportunities to promote Motive’s financial products (high-interest savings, GICs, online banking).
- Utilized T24 CRM to document all client interactions and track sales opportunities, ensuring follow-ups and warm lead conversion.
- Conducted detailed portfolio reviews to align financial offerings with client goals, supporting long-term relationship development and product adoption.
- Partnered with internal teams to support client onboarding and retention, leading to improved satisfaction and increased product usage.
Security Professional
Blackbird Security Inc.
09.2022 - 02.2024
- Engaged in vigilant surveillance and monitoring activities to detect and deter potential security threats.
- Trained and prepared to respond effectively to emergencies such as fire incidents, medical emergencies, or security breaches.
- Employed conflict resolution skills to handle any disputes or disturbances, maintaining a calm and composed demeanor to de-escalate situations and prevent potential security issues.
- Balancing security measures with a customer-centric approach, provided a welcoming and secure atmosphere for clients, employees, and visitors, enhancing their overall experience while ensuring their safety.
Assembly Technician
Amazon
03.2022 - 09.2022
- Hands-on experience working on high-end machines with a high level of proficiency in handling and assembling Amazon Robotics components.
- Proficiency in reading and deciphering schematics, blueprints, and assembly instructions is a crucial skill.
Education
Diploma of Education - Computer Software and Media Applications
NAIT (Northern Alberta Institute of Technology)
Edmonton, Alberta 09.2021 - 12.2023
Skills
- Financial needs analysis
- Cross-selling and upselling banking solutions
- Relationship-driven sales
- Customer retention and growth
- Referral generation
- Product knowledge: RRSP, TFSA, GICs, loans, credit cards
Timeline
Banking Support Officer
Canadian Western Bank
02.2025 - Current
Customer Service Agent
Motive Financial
06.2024 - 02.2025
Customer Service Representative
TD
03.2023 - 05.2024
Security Professional
Blackbird Security Inc.
09.2022 - 02.2024
Assembly Technician
Amazon
03.2022 - 09.2022
Diploma of Education - Computer Software and Media Applications
NAIT (Northern Alberta Institute of Technology)
09.2021 - 12.2023
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