Summary
Overview
Work History
Education
Skills
Websites
Certification
Accomplishments
Timeline
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Ramanpreet Kaur

Edmonton,AB

Summary

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

Overview

14
14
years of professional experience
1
1
Certification

Work History

Global Customer Solutions India (Freelance)

PayPal
02.2023 - 07.2023
  • Resolved customer filed disputes and claims using SalesForce and and resolving complaints via chats and email
  • Provided personalized financial solutions involving pending balances, eChecks and transactions from their accounts
  • Delivered quality product information and services

Corporate Travel Counselor

American Express GBT
05.2022 - 10.2022

Client: Royal Bank of Canada

  • Executed tasks on Expedia platform, facilitating RBC credit card holders to redeem loyalty points for travel
  • Prepared comprehensive summaries of individual engagement activities and project engagement programs
  • Generated standard and ad hoc reports on engagement activities, concerns, commitments, and outstanding actions for clients, regulators, and project team members
  • Developed engaging proposals for potential clients regarding engagement tracking and services

Telesales Representative

S&P Date LLC
01.2021 - 10.2021

Client TELUS Health, Canada

  • Attended 50+ calls on daily basis and handled complaints on calls, via chats in prompt courteous and effective manner in order to exceed customer expectations
  • Collaborated with colleagues via Microsoft Teams and Office 365 for client service request
  • Maintained high level of product knowledge in order to provide clients with accurate and appropriate information

Information Resource Analyst

Bharat Carriers Regd
01.2016 - 01.2021
  • Tracked the movement of the carriers In and Out using GPS tracking system
  • Understood supply chain fundamentals and the ability to embed best practices into the daily operations
  • Improved office efficiency by effectively managing internal communications and correspondence using outlook and teams connect.

Senior Data Analyst

Microsoft Corp USA
01.2010 - 01.2015
  • Performed in depth data validation on data from various suppliers across world
  • Monitored performance and quality control plans to identify improvements for data integrity
  • Analyzed data to drive successful business solutions using advanced MS Excel formulas and functions and BI Tools and dashboards

Market Research Analyst – Intern

Teleopti
05.2009 - 07.2009
  • Designed market research questionnaires
  • Identified market structure including behavior & patterns, barriers to entry, pricing, quality, product changes, service levels, and trends.
  • Conducted social or economic surveys on local, regional or national areas to assess development potential and future trends

Education

MBA - Accounting And Finance

Symbiosis Institute of Business Management
10.2013

Bachelor’s - Mathematics And Computer Science

University of Delhi
07.2010

Skills

  • Unix, Linux, Windows, MAC OS
  • Determining of needs and recommending solutions to clients
  • Credit and Debt Card Processing
  • Client Satisfaction
  • Sales Expertise
  • Information Updates
  • Staff Training
  • Keyboarding Skills 45 wpm
  • Product and Service Knowledge
  • Verbal and Written Communication
  • Complaint Resolution
  • Strategic Planning
  • Customer Loyalty
  • Leadership and Collaboration
  • Problem Solver
  • De-Escalation
  • Tools and Technologies: MS Office Suite- Excel, Word, PowerPoint, Microsoft Power BI, CRM Applications, ERP Systems
  • Scripting Languages: SQL, HTML, C, MYSQL, Python

Certification

  • Certified De-Escalating Conversations for Customer Service - 2023
  • Certified Cybersecurity Foundations Security Architecture - 2023
  • Certified Google Data Analytics - 2022

Accomplishments

  • Achievements: Project Management and process improvements; streamlined and automated using of macros, pivot tables, running scripts and procedures on SQL, the lengthy process of manually working on thousand records one at a time. It saved of company revenue and time and resource.

Timeline

Global Customer Solutions India (Freelance)

PayPal
02.2023 - 07.2023

Corporate Travel Counselor

American Express GBT
05.2022 - 10.2022

Telesales Representative

S&P Date LLC
01.2021 - 10.2021

Information Resource Analyst

Bharat Carriers Regd
01.2016 - 01.2021

Senior Data Analyst

Microsoft Corp USA
01.2010 - 01.2015

Market Research Analyst – Intern

Teleopti
05.2009 - 07.2009

MBA - Accounting And Finance

Symbiosis Institute of Business Management

Bachelor’s - Mathematics And Computer Science

University of Delhi
Ramanpreet Kaur