Puneet Cheema
Surrey,BC
Summary
Proactive Banking Advisor and Customer Service Representative with extensive experience in building and sustaining customer relationships, providing personalized financial advice, and promoting digital banking adoption. Skilled in risk management, conflict resolution, and delivering high client satisfaction through empathetic and efficient service. Seeking new opportunities to leverage expertise and drive business growth. High-performing Bank Customer Service Representative with extensive experience providing exceptional service and support in fast-paced banking environment. Skilled in resolving customer issues, providing financial advice and cross-selling bank products. Strong communicator and problem-solver committed to helping customers achieve financial goals. Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results.
Overview
5
5
years of professional experience
Work History
Banking Advisor
Bank of Montreal, BMO
07.2022 - Current
- Extended and sustained relationships with customers to maintain and grow business.
- Increased client satisfaction by providing personalized banking solutions and financial advice.
- Educated customers on digital banking platforms, encouraging adoption of online services for convenience and efficiency benefits.
- Strengthened customer relationships through timely follow-ups and proactive communication.
- Worked with customers to procure updated financial information on continuous basis.
- Assisted in the management of risk by adhering to compliance policies and procedures when interacting with clients.
- Evaluated risk and demand deposit balances of each account to properly price loans to meet profitability standards.
- Followed-up on loan exceptions to achieve timely clearings.
Customer Service Representative
Virgin Mobile
11.2019 - 06.2022
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Responded to customer requests for products, services, and company information.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
Education
Associate of Arts - Forensic Psychology
Simon Fraser University
Burnaby, BC10.2027
Skills
- Customer Service
- Problem-solving abilities
- Active Listening
- Critical Thinking
- Data Entry
- Computer Proficiency
- Conflict Resolution
- Documentation
Languages
English
Native or Bilingual
Punjabi
Native or Bilingual
Timeline
Banking Advisor
Bank of Montreal, BMO
07.2022 - Current
Customer Service Representative
Virgin Mobile
11.2019 - 06.2022
Associate of Arts - Forensic Psychology
Simon Fraser University
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