RAJINDER KANG
SCOTIABANK GLOBAL OPERATIONS
Ontario
Summary
Talented Team Leader experienced and dedicated to enhancing employee satisfaction and business success. Diplomatic and friendly with proven commitment to employee training. Hardworking team player bringing necessary experience and knowledge to tackle any operational demand.
Overview
17
17
years of professional experience
Work History
Team leader
SCOTIABANK
Mississauga, ON
04.2022 - Current
- Built strong relationships with partners through a positive attitude and attentive response. Evaluated partner/branch feedback on service improvements
- Established open and professional relationships with team members to achieve quick resolutions for various issues.
- Conducted training and mentored team members to promote productivity, accuracy, and commitment to friendly service.
- Held weekly team meetings to inform team members of company news and updates.
- Communicated KPIs outlined in the annual plan to inform employees of expectations and deliverables.
- Helped meet changing demands by recommending improvements to business systems or procedures.
Accounting Officer
Scotia Bank
09.2018 - 04.2022
- Review, Analyze and process all incoming Adjustment Requests, while ensuring documentation and information on the forms are correct and actioned within Bank policy and Government legislation
- Leading new team members by providing them with knowledge and training
- Assisting the Quality control team, actively participating in coaching, huddles and skill-building sessions
- Preparing and posting applicable journal vouchers, cheques and IBT requisitions and manual Tax forms
- Reconciling weekly tax remittances, general ledger and tax accounts
- Ensuring Tax accounts are balanced to facilitate the completion of Government filing of summaries/segments in the established time frames
- Assume other duties as assigned to meet operational requirements
- Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions
- Supporting colleagues with their training or cross – training initiatives within the department
- Recognizing colleagues and peers on their achievements and accomplishments.
Financial Advisor
Scotia Bank
08.2015 - 09.2018
- Meeting branch clients daily and understanding their banking requirements
- Analysing Income documents, Financial Statements, and Investment Statement
- Advising clients on Lending, Investment and Day to Day products that suite their needs
- Creating Financial Plan and aligning accordingly the client’s Lending and Investments
- Helping clients effectively managing their borrowings while increasing their investment returns
- Strictly following bank lending policies, KYC and AML policies to qualify clients for borrowing products
- Utilizing extensive Lending knowledge and experience to obtain borrowing approval for clients
- Effectively managing time to meet deadlines and client expectations
- Using sales opportunities to promote bank products and increase client relationship with the bank
- Calling assigned client data base to maintain and increase client relationship
- Identifying small business opportunities and referring clients to the Small Business Advisor.
Customer Representative
Scotia Bank
03.2008 - 08.2015
- Assisting clients in Day to Day bank banking transactions
- Servicing ABM machines daily
- Helping Customer Service Supervisor with bank functions
- Promoting bank products and referring clients to relevant Sales Officer
- Balancing team cash, cheques, and utility bills at the end of each day
- Assisted, coached and trained CSR’s
- Managed branch traffic by lobby leading and resolved client escalations
- Worked with Branch Manager and Manager Customer Service on various bank functions
- Giving Digital Demos to customer.
Customer Representative
Bank of Montreal
03.2006 - 04.2008
- Assisting clients in Day to Day bank banking transactions
- Promoting bank products and referring clients to Advisor
- Servicing ABM machines
- Training Customer Representative.
Education
Financial Planning Services
The Canadian Institute of Financial Planning(RFRA)
2018
Financial Planning Services
Investments Funds in Canada (IFIC)
2014
Diploma - French And Education
Centre D’Education De LaSalle
Montreal, QC2005
Skills
- Coaching and Mentoring
- Complex Problem-Solving
- Leading Employees
- Service Level Agreements
- Effective Customer Service
- Teamwork and Collaboration
Accomplishments
- Supervised a team of 10 staff members.
- Achieved by Best in class score of 103%
- Accuracy 100%
- Productivity 105%
- Overall Team performance improved and surpassed the goal.
Timeline
Team leader
SCOTIABANK
04.2022 - Current
Accounting Officer
Scotia Bank
09.2018 - 04.2022
Financial Advisor
Scotia Bank
08.2015 - 09.2018
Customer Representative
Scotia Bank
03.2008 - 08.2015
Customer Representative
Bank of Montreal
03.2006 - 04.2008
Financial Planning Services
The Canadian Institute of Financial Planning(RFRA)
Financial Planning Services
Investments Funds in Canada (IFIC)
Diploma - French And Education
Centre D’Education De LaSalle
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