Preet Aarsi
Abbotsford,Canada
Summary
Experienced with financial analysis, investment management, and client advisory. Utilizes strategic planning to enhance portfolio performance. Track record of ensuring regulatory compliance and risk management. Highly Collaborative and adaptable, known for strong analytical skills and strategic thinking.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Financial Service Representative
Money Mart
06.2022 - Current
- Delivered exceptional customer service by addressing inquiries and resolving financial issues promptly.
- Analyzed client financial needs to recommend suitable products and services effectively.
- Facilitated comprehensive training for new staff, enhancing team performance and service quality.
- Streamlined operational processes to improve efficiency in transaction handling and cash management.
- Providing a positive customer experience with fair, friendly, and courteous service
- Sell and receive cash and enter into the point of sale system.
- Issue loans quickly and efficiently ensuring risk assessment strategies are utilized
- Cash cheques quickly and efficiently
- Reconcile cash float at the completion of shift
Emergency Phone Operator
Seamless Bridge
07.2024 - Current
- Managed high-volume inbound calls, ensuring customer inquiries were addressed promptly and accurately.
- Coordinated communication between departments to facilitate efficient information flow.
- Complete the dispatch of emergency response personnel.
- Give instructions to the person in need before emergency services arrive.
- Determines the nature of reported incidents and assigns appropriate resources.
- Prepares written reports and correspondence related to shift activities.
Assistant manager
Fruiticana
01.2017 - 01.2022
- Oversaw daily store operations, ensuring optimal staffing and customer service levels.
- Developed and implemented training programs for new staff, enhancing team performance and efficiency.
- Managing the sales floor and overlooking the supervision of the employees ensuring tasks and goals are completed each day
- Following proper procedures of store management, i.e. opening and closing of the store, and
- Ensuring a high-level of customer satisfaction by providing personalized service day-to-day operations
- Managing customer-product relations, including returns and exchanges, and tending to customers regarding the store’s return policies
- Handling bank-deposits; ordering inventory and sending paperwork to the head-office
- Hiring and scheduling the new employees
Education
High School Diploma -
Baba Farid Group Of Institutes
Bathinda, Punjab01.2016
Business Administration Diploma -
University of the Fraser valley
12.2018
Skills
- Possesses a high-level of attention to detail and accuracy, with superior problem solving, multi-tasking, prioritizing and time management skills
- Working well under pressure and within time constraints in fast-paced environments
- Able to work well under minimal supervision, while maintaining positive relationships with management, and other supporting staff
- Abiding to policies, rules, and guidelines
- Working with people of different backgrounds
- Exceptional customer service skills
- Data entry
- Telephone etiquette
- Empathy and patience
- Appointment scheduling
- Sales and marketing
- Leadership and management
Languages
English
Full Professional
Hindi
Full Professional
Punjabi
Native or Bilingual
Certification
- Certified Financial Service Representative Coach at Money Mart
- Anti Money Laundering Training (AML)
Interests
- Volunteering
- Backpacking and Hiking
- I enjoy sketching and drawing, which helps improve my creativity and attention to detail
- Outdoor Recreation
- Participating in fundraising events to support local charities, schools, or community projects
Timeline
Emergency Phone Operator
Seamless Bridge
07.2024 - Current
Financial Service Representative
Money Mart
06.2022 - Current
Assistant manager
Fruiticana
01.2017 - 01.2022
High School Diploma -
Baba Farid Group Of Institutes
Business Administration Diploma -
University of the Fraser valley
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