Khushpreet Kaur
Prince George,Canada
Summary
Banking professional with a proven track record in offering insightful financial advice and achieving client satisfaction. Known for strong team collaboration and adaptability to changing client needs. Possesses key skills in financial analysis, customer service, and relationship management.
Overview
1
1
Certification
4
4
years of professional experience
Work History
Banking Advisor
RBC Royal Bank
Prince George, BC
07.2025 - Current
- Analyzed client needs to develop tailored banking solutions and improve service delivery.
- Facilitated account openings, credit products, Investment solutions and general banking transactions while ensuring compliance with policies.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial needs.
- Developed tailored investment strategies based on client's financial goals and risk tolerance.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each client's individual needs.
Client Advisor
RBC Royal Bank
Prince George, BC
03.2024 - 07.2025
- Proactively engaged with clients in-branch to deliver excellent service, complete transactions, identify advice and referral opportunities.
- Educated clients on banking products and digital tools to enhance their banking experience.
- Identified client needs and contributed to team results by offering suitable solutions and referrals to RBC partners.
- Strengthened client relationships through regular communication and proactive follow-up on inquiries.
- Managed branch cash operations including cash ordering, counting, balancing and reconciliation of daily cash while ensuring accuracy.
Cashier
Home Depot
Prince George, BC
04.2023 - 05.2025
- Operated cash register and accurately processed payments, returns, and exchanges.
- Resolved customer complaints and inquiries courteously and efficiently, enhancing overall customer satisfaction.
- Assisted with training and mentoring new team members.
- Assisted other departments by providing support during busy periods, contributing to smooth store operations.
Customer Service Representative
Walmart
Prince George, BC
05.2022 - 05.2024
- Assisted customers with product selection by providing detailed information about available products and services.
- Maintained a high level of professionalism when dealing with difficult customers.
- Responded to telephone inquiries and complaints following standard operating procedures.
- Contributed to team meetings by proposing actionable ideas that improved overall quality of customer service.
Graduate Teaching Assistant
University of Northern British Columbia
Prince George, BC
09.2022 - 12.2023
- Delivered individualized instruction to enhance understanding for struggling students.
- Facilitated small group discussions to promote deeper engagement with subject matter.
- Conducted regular office hours to address student inquiries and clarify course details.
- Assisted in grading assignments and exams according to established criteria.
Education
Masters of Development Economics -
University of Northern British Columbia
Prince George, British Columbia, Canada12.2023
Bachelor of Arts (B.A.) - Economics
Punjabi University Patiala
Patiala, Punjab, India05.2020
High School - undefined
D.A.V. Public School
Gidderbaha, Punjab, India04.2017
Skills
- Client relationship management
- Interpersonal communication
- Risk assessment
- Financial analysis
- Problem-solving ability
- Time Management Skills
LANGUAGES
English
Punjabi
Hindi
Certification
- CIFC- Canadian Investment Funds Course
Timeline
Banking Advisor
RBC Royal Bank
07.2025 - Current
Client Advisor
RBC Royal Bank
03.2024 - 07.2025
Cashier
Home Depot
04.2023 - 05.2025
Graduate Teaching Assistant
University of Northern British Columbia
09.2022 - 12.2023
Customer Service Representative
Walmart
05.2022 - 05.2024
High School - undefined
D.A.V. Public School
Bachelor of Arts (B.A.) - Economics
Punjabi University Patiala
Masters of Development Economics -
University of Northern British Columbia