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, BC11.2023
Pharmacy Technician - Pharmacy
Sprott Shaw Community College
New Westminster06.2003
High School Diploma -
Brocklehurst Secondary School
Kamloops, BC06.1999
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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