Sandeep Kaur
Brampton,ON
Summary
Dedicated and results-driven Financial Customer Service Professional with 4+ years of experience in delivering exceptional service, administrative support, and successful sales & marketing in a fast-paced environment. Proven expertise in transaction processing, customer education, and promoting community engagement. A multilingual team player with strong communication and analytical skills, seeking a Customer Service Role in a dynamic and customer-centric organization.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Client Banking Advisor
Royal Bank of Canada
Mississauga, ON
11.2022 - 12.2023
- Successfully opened and managed new accounts for customers, consistently meeting or exceeding monthly targets, resulting in a 20% increase in the customer base
- Successfully processed customer enrolments, refund, transfer or withdrawal requests and facility booking requests via phone, email, and in-person, contributing to 10% increase in customer base
- Applied effective sales and marketing techniques for banking products, including credit cards and debit cards, resulting in a 15% increase in cardholder accounts and contributing to overall revenue growth
- Demonstrated confidence and expertise in utilizing various technologies, including social media, tablets, smartphones, online tools, and applications, to enhance customer interactions and streamline banking processes
- Provided crucial administrative support, including maintaining customer files, processing and monitoring cancellation/refund requests
- Educated clients on basic features & benefits of various banking products, and online platforms contributing to a 25% reduction in in-person transactions
- Maintained and provided financial reports & information to internal staff using computer applications such as Microsoft Word, Excel and Outlook ensuring compliance and data accuracy, and facilitating data-driven decision-making
- Proactively identified and resolved customer service issues, ensuring a high level of client satisfaction and maintaining a positive team environment
- Maintained strict adherence to banking regulations, policies, and procedures to ensure compliance and uphold the bank's reputation for integrity
- Ensured the confidentiality and security of client legal information, following best practices for risk management.
- Maintained high standards of workmanship with accurate, detail-oriented finishing work.
- Identified and analyzed complex problems to develop effective solutions.
- Understood and followed oral and written directions.
- Detailed aspects of software development in technical manuals and documentation to use in later projects.
Office Administrative Assistant
Healthplus Rehab
Brampton, ON
10.2021 - 10.2022
- Managed daily calendar, escalations, emails, events, meetings, discovery calls, and optimized customer support through regular follow-ups and feedback
- Presented oral and written communication- weekly reports, presentations, and forms using MS Google Suite.
- Worked closely with marketing and sales teams to develop marketing campaigns and promotions, provided innovative solutions & increasing program enrolment by 20% over 3 months.
Client Service Team Supervisor
Tim Horton's
Deep River, ON
08.2019 - 09.2021
- Directed and managed customer operations.
- Managed incoming calls and emails from customers, dealers, and senior officials and giving them small business solutions
- Effectively resolved customer complaints and challenges faced by cooperative societies by providing appropriate solution & timely follow ups
- Compiled and presented daily progress reports for management and policy adherence
- Proactively promoted recreational services through company software, fostering community engagement and enhancing participation in diverse activities
- Maintained a proactive approach to staying current with the wider financial services marketplace, legal and regulatory environments, and industry ethical requirements, demonstrating a commitment to continuous learning.
- Generated new sales by leveraging leads and strong persuasive communication skills.
- Assessed latest innovations to recommend and adopt cost-effective, useful solutions.
Education
College Diploma - Business
Niagara College
Niagara-on-the-Lake, ON08-2018
Skills
- Customer Service
- Administrative Support
- Query Handling
- Product Knowledge
- Multilingual self-starter
- Sales & Marketing Support
- Attention to detail
- Communication Skills
- Problem solving skills
- Teamwork
- Data Entry
- Leadership Skills
- Analytical Skills
- Time management
- MS office Suite
Certification
- Standard First Aid/CPR Level-C
- Security License
Timeline
Client Banking Advisor
Royal Bank of Canada
11.2022 - 12.2023
Office Administrative Assistant
Healthplus Rehab
10.2021 - 10.2022
Client Service Team Supervisor
Tim Horton's
08.2019 - 09.2021
College Diploma - Business
Niagara College
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