Kushleen Kaur
Kitchener,ON
Summary
Strategic banking leader with proven success in driving business growth and enhancing client experience. As Assistant Branch Manager, led high sales performance and maintained exceptional customer satisfaction. Expertise in sales leadership and client relationship management, fostering team development and optimizing branch operations to achieve revenue growth.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Assistant Branch Manager
RBC Royal Bank
Waterloo, Canada
01.2024 - Current
- Delivered $17.8M+ in service team sales (2025-2026 YTD) across all core performance metrics
- Led team with structured coaching, huddles, and performance routines, achieving consistent results
- Drove proactive client outreach and pipeline management, resulting in increased opportunities and conversions
- Strengthened partner collaboration and improved referral quality, enhancing client solutions
- Maintain Level 5 NPS, reinforcing a strong client-first culture
- Support branch operations, compliance, and risk management, ensuring audit readiness
- Organized client Advice Events and Realtor Days, generating new business opportunities and boosting community presence
- Coach and develop team members, supporting talent progression and internal mobility
Financial Advisor
RBC Royal Bank
Waterloo, Canada
02.2023 - 01.2024
- Delivered holistic financial advice, helping clients achieve long-term financial goals
- Resolved client concerns at first point of contact, ensuring client experience excellence
- Acted as Digital Navigator, increasing client digital adoption
- Mentored advisors, enhanced team performance through targeted coaching
- Built strong relationships with partners (including healthcare & RBCx) to drive business growth
- Led weekly community calls to align on priorities and performance
- Demonstrated manager delegate capabilities, supported leadership in resolving escalations
Banking Advisor
RBC Royal Bank
Waterloo, Canada
07.2021 - 01.2023
- Acquired new clients and deepened relationships to enhance client portfolio
- Proactively engaged clients to grow and retain business
- Guided clients on credit and investment solutions to meet financial goals
- Identified and delivered tailored financial solutions based on client needs
- Managed daily branch operations to ensure seamless service delivery
- Mentored new employees and supported team development
Client Advisor
RBC Royal Bank
Waterloo, Canada
07.2020 - 07.2021
- Cultivated strong client relationships, enhancing retention and generating referrals
- Provided exceptional client service, resulting in high satisfaction levels
- Conducted meaningful discovery with clients to align them with appropriate solutions
- Supported branch operations including risk and loss prevention
Assistant Manager
Axis Bank Ltd
, India
09.2018 - 07.2020
- Managed client portfolios to enhance client satisfaction and supported branch growth initiatives
- Developed expertise in banking operations and client relationship management to optimize service delivery
Education
Financial Planning - Finance
Conestoga College
01-2020
Master's Degree - Finance & Marketing
PCTE Group of Colleges
01-2018
Skills
- Leadership & People Development
- Sales Coaching & Performance Management
- Business Acumen & Revenue Growth
- Client Relationship Management
- Decision Making & Problem Solving
- Managing Multiple Priorities
- Strategic Thinking & Execution
Accomplishments
RBC Leadership 2022
RBC Quarterly Award- Q1- 2025
Waterloo wellington Guiding Star Award- 2025
RBC Best Team Award- 2024
RBC Quarter 3 Award 2024
Round Table With RP Claude DeMone and
RVP Massimo Iacurti
Women's Day Round Table with RP Claude
De DeMone
RBC Quarterly Award- Q1- 2025
Waterloo wellington Guiding Star Award- 2025
RBC Best Team Award- 2024
RBC Quarter 3 Award 2024
Round Table With RP Claude DeMone and
RVP Massimo Iacurti
Women's Day Round Table with RP Claude
De DeMone
Certification
- Branch Compliance Officer (BCO)
- Canadian Securities Course (CSC)
- Financial Planning I & II
- Personal Financial Services Advice (PFSA)
Volunteer Experience
- Kitchener Waterloo Multicultural Centre - Connectors Program
- Nutrition for Learning
- House of Friendship
- LemonAID Day (FACS)
- Canada's National Nursing Week Volunteer
- Steps for Kids - Ronald McDonald House
Leadership Engagement
- Talent Planning Committee - Kitchener-Waterloo
- Co-Chair, NextGen ERG
- Co-Lead, Mosaic ERG
- RBC Recruiting Team
- SWO Summer Co-op Initiative
- Leading Leap Program Participant
Timeline
Assistant Branch Manager
RBC Royal Bank
01.2024 - Current
Financial Advisor
RBC Royal Bank
02.2023 - 01.2024
Banking Advisor
RBC Royal Bank
07.2021 - 01.2023
Client Advisor
RBC Royal Bank
07.2020 - 07.2021
Assistant Manager
Axis Bank Ltd
09.2018 - 07.2020
Financial Planning - Finance
Conestoga College
Master's Degree - Finance & Marketing
PCTE Group of Colleges