Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Affiliations
Timeline
Generic

Ramandeep Kaur

Brampton

Summary

Results-driven professional with experience in account management and customer service. Skilled in effective communication and analytical thinking, contributing to enhanced client satisfaction and streamlined operations. Eager to leverage expertise in a challenging environment. Dedicated to delivering high-quality service and meeting organizational objectives.

Dependable Coordinator provides excellent office management and administrative support. Possesses strong communication and interpersonal skills with demonstrated ability to manage competing priorities and meet deadlines. Creative problem solver with strong analytical and critical thinking skills.

Overview

8
8
years of professional experience

Work History

Co-Ordinator (External transfer in)

IG WEALTH MANAGEMENT -Headquarters
Toronto, ON
02.2025 - Current
  • Executed account management activities for client accounts, ensuring all servicing needs were met.
  • Working on creating a request and managing the request for the transfer of funds from other financial institutions to IG Wealth Management.
  • Analyzed documentation for processing registered and non-registered investment products efficiently.
  • Coordinated fund transfers from various financial institutions to IG Wealth Management.
  • Facilitated inter-departmental communication to resolve issues swiftly.
  • Conducted follow-up calls and emails, ensuring timely fund transfer completion.
  • Managed client inquiries with prompt responses, enhancing overall satisfaction.
  • Protected confidential client information according to established policies and procedures.
  • Supported internal departments and external clients with comprehensive assistance on requests.
  • Led cross-functional teams in executing client-focused projects, enhancing service delivery standards.
  • Enhanced customer satisfaction by responding promptly to inquiries and addressing concerns professionally.

Sales Representative

Marks
Winnipeg, Manitoba
08.2025 - 12.2026

Part-time position

  • Established strong relationships with clients to understand their needs.
  • Managed customer inquiries and provided timely solutions.
  • Analyzed market trends to identify new sales opportunities.
  • Collaborated with marketing teams to develop promotional materials.
  • Maintained accurate records of customer interactions in CRM systems.
  • Answered inquiries from prospective customers regarding features of products and services offered.
  • Maintained accurate records of all sales and prospecting activities.

Client Advisor

RBC -Main Branch
Winnipeg , MB
05.2023 - 01.2025
  • Engaged clients to deliver exceptional service experiences and tailored solutions.
  • Leveraged technology to enhance client interactions through effective education and demonstrations.
  • Identified advisory opportunities, connecting clients with RBC partners to improve business retention.
  • Protected confidential client information, ensuring compliance with usage guidelines.
  • Scheduled appointments with financial advisors to efficiently address client needs.
  • Resolved banking issues through proactive problem-solving initiatives.
  • Cultivated collaborative relationships within RBC to strengthen teamwork.
  • Complied with processes to manage risks and protect client interests throughout the transaction.
  • Ability to work effectively under minimum to no supervision.
  • I was awarded as a member of the quarter.

Barista

Starbucks
Winnipeg, Manitoba
11.2022 - 05.2023

Part-time position.

  • Prepared high-quality beverages according to established recipes and standards.
  • Assisted customers with product selection and answered inquiries effectively.
  • Operated cash registers and processed transactions accurately.
  • Collaborated with team members to ensure efficient service during peak hours.
  • Stocked inventory and managed supplies to meet daily operational needs.
  • Followed health and safety guidelines during food preparation and service.
  • Trained new baristas on beverage preparation and customer service techniques.
  • Managed morning rush of customers daily with efficient, levelheaded customer service.

Customer/Technical Customer Service Representative

HGS-Remote
Winnipeg, Manitoba
08.2022 - 04.2023
  • Conferred with customers via telephone to provide product information and process orders.
  • Educated customers through mobile app, fostering rapport and satisfaction.
  • Resolved billing issues efficiently while managing both polite and aggressive customer interactions.
  • Referred unresolved grievances to appropriate departments for further resolution.
  • Enforced customer retention by presenting better deals and options.
  • Maintained accurate customer records in automated system for streamlined operations.
  • Responded promptly to technical service inquiries, diagnosing and troubleshooting issues as needed.
  • Scheduled technician visits, updating customers on estimated arrival times.

Team member/Baker

Tim Hortons
Toronto, Ontario
07.2018 - 07.2022

Team Member

Toronto, June 2018 – July 2020.

Winnipeg, August 2020 – October 2022.

  • Interacting with customers, ensuring their needs are met, and enhancing customer satisfaction.
  • Exceeded quality scores consistently by diligently following production orders and maintaining company standards.
  • Adhering to standards and policies for cold chain compliance, thermometer calibrations, temperature recording, food handling, product rotation, sell-by dates, and expiration dates.
  • Listening to customer complaints, examining returned merchandise, and resolving problems to restore and promote good public relations.
  • Educating customers regarding the new coupons, merchandise, food products, and services to ensure customer satisfaction and marketing targets.
  • Cash handling activities.
  • Resolved customer complaints in person to ensure customer satisfaction.
  • Capable of building and maintaining rapport and client relationships.
  • Covered up the shifts of team members in times of need.

Overnight Team Member/Baker

  • Worked as a team member and baker collectively in a team of two.
  • Responsible for managing the entire store and handling customers overnight.
  • Updated daily logs with production activities and particular incidents (police complaints) to keep the managers well informed.
  • Building relationships with customers by educating them about the mobile app.
  • Consulted with customers to understand their desires, and suggest the best product to meet their needs.
  • Rotating through different positions to keep the team working efficiently, and meeting all production targets.
  • Responsible for maintaining the overnight cash flow.
  • Daily production involves recording the items made, thrown out, and expired.

Team Lead

Smoke's Poutiniere
Winnipeg , MB
01.2021 - 12.2021

Part-time position

(2021 - full year)

(October 2023 - December 2024)

  • Promoted from team member to team lead within one year.
  • Opened and closed the store efficiently each day.
  • Balanced cash flow to maintain financial accuracy.
  • Managed team operations and fostered collaboration.
  • Assigned daily schedules and responsibilities effectively.
  • Focused on achieving team goals and performance targets.
  • Prioritized customer satisfaction and quality service delivery.

Cashier-Part time

Rock'en deli
Mississauga, Ontario
10.2019 - 07.2020

Part-time position.

  • Opening the store.
  • Balancing the till before starting.
  • Preparation of five salads per day, and coleslaw.
  • Maintenance of the stock and inventory.
  • Assisting the manager in doing inventory orders.
  • Deep cleaning of the store during slow periods.
  • Cleaning the store before opening, and after closing.
  • Taking orders from customers.
  • Educating clients about the new meal deals and new items on the menu.
  • Helping clients in making choices in their selection.
  • Refilling the fridges.
  • Helping the line cook during busy hours.

Education

Bachelors of Commerce - Accounting And Finance

University of Athabasca
Remote
11 2025

Post-graduate Diploma - Business Management

Humber College
Toronto
8 2019

Skills

  • Client relationship management
  • Fund transfer coordination
  • Documentation analysis
  • Customer support
  • Account management
  • 6 years of customer service experience, skilled and proficient in MS Office and MS Word
  • Outlook, Sage 250, and MS Excel
  • Knowledge of accounts receivable, accounts
  • Payable, bookkeeping, reconciliation of statements, accounts balance (trial balance), journal ledger, invoicing, and documentation of other financial concepts
  • Knowledge of marketing and marketing strategies
  • Knowledge of cash handling
  • Knowledge of banking products and services, carries a positive attitude, and can build and maintain rapport with customers
  • Self-motivated, upbeat, problem solver, capable of handling challenging situations
  • Proven knowledge of communication skills: oral, written, formal, and informal

Accomplishments

  • Dean's honor list (3 times) -Humber College

Languages

English
Native/ Bilingual
Punjabi
Native/ Bilingual
Hindi
Native/ Bilingual

Affiliations

  • SAGE 250: Studied, researched and created the company with all the accounts needed to setup the company.
  • TOYOTA TOUR: Researched on proper time management (JIT) and co-ordination of different department to get the product finalize at the Toyota Manufacturing Tour.

Timeline

Sales Representative

Marks
08.2025 - 12.2026

Co-Ordinator (External transfer in)

IG WEALTH MANAGEMENT -Headquarters
02.2025 - Current

Client Advisor

RBC -Main Branch
05.2023 - 01.2025

Barista

Starbucks
11.2022 - 05.2023

Customer/Technical Customer Service Representative

HGS-Remote
08.2022 - 04.2023

Team Lead

Smoke's Poutiniere
01.2021 - 12.2021

Cashier-Part time

Rock'en deli
10.2019 - 07.2020

Team member/Baker

Tim Hortons
07.2018 - 07.2022

Bachelors of Commerce - Accounting And Finance

University of Athabasca

Post-graduate Diploma - Business Management

Humber College
Ramandeep Kaur