NAVJOT KAUR
Leduc,Canada
Summary
6+ years of customer service experience – oriented cashier, often being tasked to deal with tricky clients both in person and on phone. Recognized ability to communicate with customer and provide exceptional services that ensure client satisfaction and positive feedback. Dedicated and organized financial professional with outstanding relationship-building and problem solving skill. Motivated leader with strong organizational and prioritization abilities. Passionate about unleashing the potential of client and providing services. Exceptionally organized and focused, demonstrating an outstanding aptitude to manage and balance variety of financial transaction.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Banking Advisor
Royal Bank of Canada
08.2023 - Current
- Developed and implemented financial plans for clients to help them reach their short- and long-term goals, also recommended strategies to achieve their goals introduce specialist according to need of client
- Completed all kind of credit applications including credit cards, line of credit and personal loans
- Crafting personalized financial solutions for clients based on conversation
- Ensure adherence to compliance and risk management rules
- Assist client with mortgage renewals after discussing rates, payment structure and negotiate rate as per client request
Client Advisor
Royal Bank of Canada
03.2022 - 08.2023
- Understand and resolve client concern at first point of contact when possible
- Perform day to day financial transactions that clients need to do
- Maintain a deep knowledge of our product offerings and seasonal collections
- Manage risk adhering to compliance routines, process and controls to protect client and shareholder interests while completing transaction
Volunteer
Rai Dispatch
09.2021 - 11.2021
- Company Overview: Volunteer
- Communicating with brokers, carriers and customers
- Ensuring Carrier compliance with company policies and procedures
- Process payroll, Handling accounts and achieve company revenue target
- Planning City Dispatch and familiar with Load link
- Remained courteous and calm, even during moments of customer dissatisfaction
- Volunteer
Manager
TIM HORTONS
03.2018 - 09.2021
- Executed new training initiative to improve skills and develop leaders from within
- Actively listen to customer needs and presented appropriate solution
- Promptly and empathetically handled guest concerns and complaints
- Hire and train new workers, delegate work to subordinate
- Process payroll and achieve goals in sales and targeting cost
Security Officer
Sriven Protection Services
12.2019 - 08.2020
- Keeping an eye out for signs of crime or disorder
- Monitoring and responding to CCTV, intruder detection and fire alarm systems
- Enforcing safety regulation on the work site
Education
Graduate Certificate Diploma - Supply Chain Management
Seneca College
Toronto, ON08.2018
Bachelor of Commerce - Major in Banking
Punjab05.2017
Skills
- Customer service
- Client relationship
- Cash handling
- Collection handling
- MS Office Excel
- MS Office Word
- MS Office Outlook
- MS Office PowerPoint
- Internet browsers
- Business ethics
- Integrity
- Problem solving
- Detail oriented
- Ability to work under minimal supervision
- Ability to meet deadlines
- Excellent communication
- Verbal communication
- Written communication
- Upselling
- Quick learner
- Team player
- Positivity
- Dedication
- Commitment
- Organization skills
- Administrative skills
- Punctuality
- Professionalism
Languages
English
Native or Bilingual
Punjabi
Native or Bilingual
Hindi
Native or Bilingual
Accomplishments
- Supply Chain Management, Graduate Certificate Diploma, Seneca College, Toronto, ON, 01/2018, 08/2018
- Investment Funds in Canada, CIFC Certification
- Bachelor of Commerce, Major in Banking, Graduation, Punjab, India, 06/2014, 05/2017
Achievementsandlicense
- Reward & Recognition Certificate for best employee of month.
- Quarterly Recognition for RBC Performance Award 2023 and 2024.
- Royal Mutual Fund Inc. registered.
- Security Guard, First Aid.
- Dispatch Certification.
Certification
Canadian Investment Funds Certification
Timeline
Banking Advisor
Royal Bank of Canada
08.2023 - Current
Client Advisor
Royal Bank of Canada
03.2022 - 08.2023
Volunteer
Rai Dispatch
09.2021 - 11.2021
Security Officer
Sriven Protection Services
12.2019 - 08.2020
Manager
TIM HORTONS
03.2018 - 09.2021
Graduate Certificate Diploma - Supply Chain Management
Seneca College