Navpreet Kaur Samra
Abbotsford
Summary
Customer-focused banking professional with experience in retail banking, customer service, and business administration. Skilled in assisting clients with financial transactions, identifying client needs, and providing appropriate banking product referrals. Strong communicator with excellent organizational, problem-solving, and relationship-building abilities.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Personal Banking Associate
TD Bank
Abbotsford
04.2022 - Current
- Assist clients with daily banking transactions including deposits, withdrawals, and account services.
- Identify customer financial needs and refer suitable products such as chequing accounts, savings accounts, and credit cards.
- Deliver professional and friendly customer service while maintaining accuracy and compliance with banking policies.
- Support branch sales goals through client referrals and relationship building.
- Handle cash transactions and balance cash drawers according to security procedures.
- Educate customers on digital banking tools and self-service options.
Manager
Monte Carlo Pizza Ltd.
03.2019 - Current
- Managed daily store operations including staff supervision and scheduling.
- Completed inventory counts to monitor stock levels and reduce discrepancies.
- Performed administrative duties including organizing files, creating spreadsheets, and managing documents.
- Developed scheduling policies to improve staff efficiency and workflow.
- Implemented improved merchandising and inventory procedures to reduce costs.
- Maintained clean, safe, and organized work areas.
- Rotated stock to prevent expired products and ensured quality control.
- Updated company tracking systems with inventory and operational data.
- Processed customer orders and ensured accurate order fulfillment.
Education
Bachelor of Science - Information Technology
Guru Nanak Dev University
Skills
- Customer Service & Relationship Management
- Sales & Product Referrals
- Cash Handling & Transaction Processing
- Staff Management & Scheduling
- Issue Resolution & Problem Solving
- Business Administration
- Data Collection & Analysis
- Negotiation & Business Development
- Staff Supervision
- Strong Communication & Organizational Skills
Certification
- Investment Funds in Canada (IFIC) Certification, IFSE Institute
- Certified to provide advice on mutual funds and investment products in Canada
Timeline
Personal Banking Associate
TD Bank
04.2022 - Current
Manager
Monte Carlo Pizza Ltd.
03.2019 - Current
Bachelor of Science - Information Technology
Guru Nanak Dev University