PAWANDEEP KAUR
Calgary,Canada
Summary
Motivated individual with a strong work ethic and has potential to work independently without assistance. I have excellence in computer skills and has capability to work with a various communication equipment. I have a great mindset which keeps me calm under pressure and in a highly demand environment. To give my level best.
Overview
2
2
years of professional experience
Work History
Banking Advisor
Royal Bank of Canada
01.2026 - Current
- Identified client needs and recommended suitable banking solutions to meet their financial objectives.
- Maintained up-to-date knowledge of changing regulations in the banking industry.
- Updated bank databases regularly with accurate information provided by clients.
Banking Advisor
TekSystem
01.2025 - 01.2026
- Establishing and maintaining relationships with clients to understand their financial goals and needs.
- Offering guidance on various banking products and services.
- Provide personalized banking advise based on client needs.
- Regularly assessing clients' financial situations and making necessary adjustments.
- Facilitating financial transactions, such as deposits, withdrawals, and transfers.
- Maintaining knowledge of financial trends and regulations to provide informed advice.
- Cross-sell bank products to meet client's needs and improve profitability.
- Assist clients in opening and managing bank accounts.
- Help resolve issues with transactions, statements and online banking.
Financial Representative
Easy Financial
01.2024 - 01.2025
- Submit credit and loan applications to branch or credit manager with recommendations for approval or rejection, or approve or reject applications within authorized limits ensuring that credit standards of the institution are respected.
- Prepare statements on delinquent accounts and forward irreconcilable accounts for collector action.
- Review and update credit and loan files.
- Promote the sale of deposit, credit and loan products.
- Research and evaluate loan applicant's financial status, references.
- Assist clients by proposing solutions to address financial objectives such as business expansion, debt management and other financial goals.
Education
General Business -
Conestoga College
Kitchener08.2020
Skills
- Client Relationship Management
- Personalized Banking Advice
- Client Education
- Financial Trends Knowledge
- Sales Target Achievement
- Issue Resolution
- Financial Solutions Proposal
- Communication
- Critical Thinking
- Lesson Planning
- Attention to Detail
- Creative Writing
- Flexibility
- Banking Products Knowledge
- Financial Assessment
- Financial Transactions Facilitation
- Cross-selling
- Account Management
- Product Promotion
- Loan Evaluation
- Problem-solving
- Time Management
- Leadership
- Microsoft Office
- Adaptability
Languages
ENGLISH Fluent
HINDI Fluent
PUNJABI
Timeline
Banking Advisor
Royal Bank of Canada
01.2026 - Current
Banking Advisor
TekSystem
01.2025 - 01.2026
Financial Representative
Easy Financial
01.2024 - 01.2025
General Business -
Conestoga College