Rashandeep Kaur Sidhu
Regina,Canada
Summary
Client-focused banking professional with hands-on experience in retail banking, financial transactions, and relationship management. Investment Funds in Canada (IFC) certified and currently pursuing Financial Planning 1 through the Canadian Securities Institute. Proven ability to engage clients, identify financial needs, provide advice-based solutions, and drive sales through proactive outreach and referrals. Strong digital literacy and commitment to delivering exceptional client experiences in a target-driven environment.
Overview
9
9
years of professional experience
1
1
year of post-secondary education
1
1
Certification
Work History
Customer Service Representative
BMO- Bank of Montreal
Regina, Canada
11.2025 - Current
- Engage clients in meaningful conversations to understand financial needs and provide advice-based banking solutions
- Process a full range of financial transactions including deposits, withdrawals, transfers, and bill payments with high accuracy
- Identify and act on sales opportunities by recommending and completing account upgrades, credit card applications, and overdraft protection solutions
- Conduct weekly outbound calls to clients to identify needs, promote banking products, and support achievement of sales targets
- Build and maintain strong client relationships through proactive follow-ups and personalized service
- Educate clients on digital banking platforms (mobile and online banking) to enhance engagement and self-service adoption
- Resolve client concerns efficiently, ensuring a positive and professional customer experience
- Collaborate with advisors and internal partners to generate referrals and support branch sales goals
- Maintain compliance with banking regulations, policies, and security procedures
Guest Service Manager/Leader
Pilot Flying J
Moose Jaw, Canada
05.2021 - 08.2023
- Managed daily operations of a high-volume service area, ensuring consistent, friendly member experiences.
- Processed cash, card, and POS transactions accurately; balanced tills and prepared deposits each shift.
- Resolved customer escalations calmly and professionally to preserve loyalty and service quality.
- Supervised and trained team members in cash handling, POS operations, and customer service standards.
- Identified service and cross-sell opportunities and referred customers to appropriate services when needed.
Online Admin Assistant
Countdown Supermarkets
Manukau City, New Zealand
05.2017 - 10.2019
- Entered and processed invoices; ensured timely vendor payments and maintained invoice tracking.
- Maintained organized electronic and chronological filing systems for quick retrieval of records.
- Assisted customers with online order management and inquiries, coordinating with fulfillment teams.
- Ordered and tracked office supplies to support daily operations and controlled inventory levels.
Education
Post Graduate Certificate - Business Management
Saskatchewan Polytechnic
Moose Jaw, SK 01.2021 - 12.2021
Master of Science - Statistics
Punjabi University
Patiala, IndiaBachelor of Arts - Mathematics and Economics
Punjabi University
Patiala, IndiaSkills
- Client Discovery & Needs Assessment
- Advice-Based Solutions
- Client Centricity & Relationship Building
- Sales & Referral Generation
- Financial Transactions & Cash Handling
- Credit Products (Credit Cards, Overdraft Protection)
- Problem Solving & Conflict Resolution
- Digital Literacy (Online & Mobile Banking)
- Communication & Active Listening
- Regulatory Compliance & Accuracy
- Team Collaboration
Certification
- Investment Funds in Canada (IFC), Completed
- Financial Planning 1 , currently enrolled
- Administrative Essential Skills, LinkedIn Learning, 2025
Timeline
Customer Service Representative
BMO- Bank of Montreal
11.2025 - Current
Guest Service Manager/Leader
Pilot Flying J
05.2021 - 08.2023
Post Graduate Certificate - Business Management
Saskatchewan Polytechnic
01.2021 - 12.2021
Online Admin Assistant
Countdown Supermarkets
05.2017 - 10.2019
Master of Science - Statistics
Punjabi University
Bachelor of Arts - Mathematics and Economics
Punjabi University