Lakhveer Kaur
Brampton,Canada
Summary
Ambitious and highly organized, analytical, and detail-oriented individual with extensive experience in customer service, administrative support, and technical troubleshooting. Demonstrated ability to work in a fast-paced team environment while handling highly sensitive and confidential information. Skilled in interpreting and applying legislation, regulations, policies, and practices, and communicating effectively with senior officials. Proficient in troubleshooting office equipment and various office technologies, including digital recording and video conferencing. Possess exceptional math skills, cash management, and file management expertise.
Overview
5
5
years of professional experience
Work History
Taxpayer Services Agent
CRA
Hamilton, Ontario
12.2023 - 05.2024
- Assisted taxpayers with understanding the requirements of different types of taxes, such as income, sales, property, and excise taxes.
- Researched and answered taxpayer inquiries regarding federal and state tax regulations.
- Processed taxpayer requests for payments or refunds in a timely manner.
- Conducted outreach activities to educate taxpayers on filing procedures and regulations.
Customer Service Representative
TSC Shopping Channel
Mississauga, ON
02.2023 - 07.2023
- Answered customer inquiries and provided accurate information regarding products and services.
- Provided excellent customer service to resolve customer complaints in a timely manner.
- Assisted customers with product selection, ordering, billing, returns, exchanges and technical support.
- Maintained detailed records of customer interactions, transactions and comments for future reference.
- Asked probing questions to determine service needs and accurately input information into electronic systems.
Member Service Representative
Steinbach Credit Union
Winnipeg, MB
10.2021 - 09.2022
- Conducted thorough assessments of member eligibility, processed payments, applications, and requests, and documented all inquiries and membership records with accuracy and attention to detail.
- Utilized exceptional communication and interpersonal skills to proactively recommend and cross-sell products and services to members and potential members.
- Demonstrate ability to investigate and resolve complex membership and payment issues in a timely and effective manner while ensuring high levels of customer satisfaction.
- Responded to a high volume of phone calls and written inquiries, concerns, and complaints regarding membership, providing clear and concise information on membership fees, policies, processes, benefits, products, and services.
- Collaborated with cross-functional teams to identify opportunities to improve processes and enhance the customer experience.
- Maintained up-to-date knowledge of legislation, regulations, policies, and practices relevant to the credit union industry to ensure compliance with applicable standards.
- Upheld strict confidentiality guidelines when handling sensitive information and adhered to strict security protocols to protect member data.
Operations Specialist- Courier Care
SkipTheDishes
Winnipeg, MB
12.2018 - 04.2022
- Utilized strong problem-solving skills to resolve conflicts and prioritize customer satisfaction, while ensuring the success of customers, restaurants, and couriers.
- Proactively monitored and managed the network's performance, making critical logistical decisions and ensuring that each stakeholder's experience met the company's high standards.
- Mentored couriers and investigated their concerns, providing guidance and support to improve overall network performance.
- Leveraged communication and interpersonal skills to effectively collaborate with cross-functional teams and build positive relationships with internal and external stakeholders.
Banking Advisor
RBC
Winnipeg, MB
02.2021 - 09.2021
- Interacted with clients daily to understand their financial needs and goals, uncovering opportunities for banking solutions and services.
- Educated clients on RBC's financial products and services, leveraging technology to deliver an outstanding client experience, drive sales, and retain business.
- Proactively resolved client inquiries, complaints and banking problems, ensuring timely and effective resolution.
- Developed and maintained positive relationships with clients and partners, collaborating with them to create business opportunities and generate referrals.
- Demonstrated excellent communication and interpersonal skills, building trust with clients and colleagues through clear and concise communication, both in-person and via electronic channels.
- Proficiently operated banking software and systems, including cash registers, financial management systems, and case management systems, to access and retrieve information, process financial transactions, and manage client
Technical Support Specialist
24-7 Intouch
Winnipeg, MB
07.2019 - 08.2020
- Provided exceptional first-level technical support to customers over the phone, remotely troubleshooting issues with services, equipment, and customer accounts.
- Demonstrated exceptional communication skills by effectively consulting with customers, asking probing questions, and running through testing scripts to accurately identify and locate root causes of technical issues.
- Developed and maintained a comprehensive documentation of all repair processes, which helped streamline procedures for future technical support activities.
- Collaborated with supervisors via live chat to address complex customer inquiries and technical issues that were beyond the scope of expertise, ensuring prompt and satisfactory resolution.
Education
Business Administrative Assistant -
MITT Winnipeg, MB, Canada
Canadian Investment Funds Course (IFC) -
Canadian Securities Institute
Skills
- Expertise in interpreting, applying, and explaining legislation, regulations, policies, and practices, with a proven track record of ensuring compliance with applicable standards
- Proficient in typing with a speed of 50 words per minute, ensuring timely and accurate documentation
- Demonstrated experience in working remotely and with variable and staggered hours, while maintaining high levels of productivity and efficiency
- Highly skilled in troubleshooting and maintaining various office equipment and technologies, including digital recording equipment and case management systems
- Proven ability to handle financial transactions and manage active and archived files with accuracy and attention to detail
- Strong team player with a proactive approach to task initiation, who is committed to achieving organizational goals and objectives
- Demonstrated ability to handle sensitive and highly confidential information and documents, while adhering to strict security protocols
- Excellent interpersonal skills, including strong empathy and the ability to connect with individuals who may be stressed or in challenging situations
- Organized individual who thrives in a fast-paced environment, with well-developed analytical, interpersonal, and communication skills
- Exceptional math skills to receive payments, calculate fees, collect and balance monies/accounts, and ensure accurate financial management
- Flexibility to work variable and staggered hours, including weekends and statutory holidays, as required by the job
- Valid Driver's License within the Province of Ontario, where required, to report to work at other locations
Timeline
Taxpayer Services Agent
CRA
12.2023 - 05.2024
Customer Service Representative
TSC Shopping Channel
02.2023 - 07.2023
Member Service Representative
Steinbach Credit Union
10.2021 - 09.2022
Banking Advisor
RBC
02.2021 - 09.2021
Technical Support Specialist
24-7 Intouch
07.2019 - 08.2020
Operations Specialist- Courier Care
SkipTheDishes
12.2018 - 04.2022
Business Administrative Assistant -
MITT Winnipeg, MB, Canada
Canadian Investment Funds Course (IFC) -
Canadian Securities Institute
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