Pavandeep Thind

• Cultivated and maintained relationships with clients by providing personalized financial advice and recommending suitable banking products and services to meet their needs
• Achieved and exceeded sales targets while providing customers with trusted advice through the use of different products and tools
• Conducted financial needs assessments to identify opportunities for wealth management, financial planning, retirement planning, and risk management solutions
• Resolved customer inquiries, concerns, and complaints promptly and professionally to ensure high levels of customer satisfaction and retention
• Assisted customers with setting up branch investments including mutual funds and completing real estate secured financing.
• Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
• Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.

• Anticipated customer needs and provided them with high quality service while upholding brand standards and values to ensure customer satisfaction
• Worked with customers to find products suited to their needs, explained the benefits of different products and built long lasting relationships with clients
• Educated customers on proper product usage techniques, fostering confidence in their ability to replicate results at home.
• Increased sales revenue by effectively upselling and cross-selling beauty items based on client needs.

• Provided financial assistance and advice to high-net-worth clients with a full range of financial planning, loan proposals, investments, and mortgages
• Built specialized financial plans including cash-flow planning, major purchase planning, retirement planning, and RESP
• Consistently looking for opportunities to win business to support Scotiabank team members with referrals to Wealth Management and Small Business advisors
• Collaborated with branch team members to achieve branch goals and foster a positive work environment
• Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
• Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.

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• Demonstrated leadership through consistently meeting add-on product sales goals, motivating team members to reach our store goals, and creating weekly schedules
• Responsible for preparing the deposit, counting, and ensuring the contents of the register balanced when opening or closing the store
• Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
• Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.