Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Ominder Basran

Summary

Results-oriented Assistant Branch Manager with extensive experience developing high net worth client relationships and referral networks. Top-performer with track record of consistently meeting or exceeding sales goals. Talented at educating customers on banking services and products and recommending best options to meet long- and short-term needs.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Assistant Branch Manager Advisor

Royal Bank Of Canada, RBC
09.2015 - Current
  • Trained and developed new team members in alignment with branch service standards and objectives.
  • Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
  • Developed and managed employee schedules, balancing individual requests and requirements with business needs.
  • Demonstrated knowledge of branch financial products, loans and lines of credit.
  • Reviewed credit applications for risk factors and credit worthiness.
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed comprehensive retirement planning strategies to help clients maximize retirement savings.

Customer Service Call Center Supervisor

Shaw Cable Vancouver B.C
01.2006 - 04.2015
  • Hired, managed, developed and trained staff, established and monitored goals, and conducted performance reviews.
  • Improved office operations by automating client correspondence, record tracking and data communications.
  • Coordinated individual duties after careful evaluation of each employee's skill level and knowledge.
  • Resolved issues through active listening and open-ended questioning, escalating major problems to manager.
  • Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
  • Resolved customer complaints while prioritizing customer satisfaction and loyalty.
  • Coached employees through day-to-day work and complex problems.

Education

No Degree - Financial Management

Canadian Securities Institute
Vancouver, BC
11.2023

Pharmacy Technician - Pharmacy

Sprott Shaw Community College
New Westminster
06.2003

High School Diploma -

Brocklehurst Secondary School
Kamloops, BC
06.1999

Skills

  • Strong Relationships
  • Regulatory Compliance
  • Credit Risk Evaluation
  • Team-Building Exercises
  • Credit Approval and Denial
  • Excellent Team Leadership
  • Staff Development
  • Financial Services
  • Client Relationship Management
  • Employee Performance Reviews
  • Credit Application Review
  • Strong Interpersonal Skills
  • Staff Management

Certification

Investment Funds in Canada (IFC)

Personal Financial Services Advice (PFSA)

Financial Planning 1 (FP1) pending

Timeline

Assistant Branch Manager Advisor

Royal Bank Of Canada, RBC
09.2015 - Current

Customer Service Call Center Supervisor

Shaw Cable Vancouver B.C
01.2006 - 04.2015

No Degree - Financial Management

Canadian Securities Institute

Pharmacy Technician - Pharmacy

Sprott Shaw Community College

High School Diploma -

Brocklehurst Secondary School

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Ominder Basran