Summary
Overview
Work History
Education
Skills
Additional Information
Languages
CIFC mutual fund ( working on it)
Timeline
Generic

SANDEEP KOUR

Surrey,BC

Summary

Internationally educated professional having expertise in Accountancy, finance and customer service with qualifications in commerce, Banking and hospitality management.

Overview

5
5
years of professional experience

Work History

Banking Advisor

Royal Bank Of Canada, RBC
12.2023 - Current
  • Facilitated presentation and recommendation of services by optimizing client relationships.
  • Provided guidance on investment options, helping clients make informed decisions to achieve their financial goals.
  • Supported branch operations by processing transactions accurately and efficiently.
  • Managed time effectively to handle multiple tasks concurrently while maintaining attention to detail under pressure situations.
  • Utilized financial software to prepare consolidated financial statements.
  • Worked with clients to support understanding of rationale and details of financial strategies.

Customer Care Specialist

Skip the dishes
10.2021 - 12.2023
  • De-escalated customer issues with proven conflict mediation and problem-solving abilities.
  • Interacted with customers to provide and process information in response to inquiries, concerns and requests about services and products.
  • Performed needs analysis and presented options based on findings to help customers make decisions.
  • Maintained high satisfaction rating with customers by providing exceptional service and support.

Assistant Manager

Tim Hortons
09.2020 - 09.2021
  • Organized schedules, workflows and shift coverage to meet expected business demands.
  • Maintained inventory accuracy by counting stock-on-hand and reconciling discrepancies.
  • Delegated daily tasks to team members to optimize group productivity.
  • Mentored staff to enhance skills and achieve daily targets, using hands-on and motivational leadership.

Barista

Starbucks
12.2018 - 07.2020
  • Followed health, safety and sanitation guidelines to pass state inspections.
  • Maintained clean and organized workspace, enabling coworkers to locate resources and product.
  • Gave samples of popular coffee and tea blends to create sales opportunities.

Education

Diploma - Hospitality, Accounting

Niagara College
04.2020

Skills

    Microsoft word, excel and power pointStrong problem solving skillsTeam player and goal orientedMultitasking and PrioritizationGood verbal and written communication skills

    Investment planning

    Quality Assurance

    Investment Guidance

Additional Information

  • Driving License full license.
  • Status Permanent Resident in Canada.

Languages

English
Native or Bilingual

CIFC mutual fund ( working on it)

I have exam of CIFC in next 90 days 


Timeline

Banking Advisor

Royal Bank Of Canada, RBC
12.2023 - Current

Customer Care Specialist

Skip the dishes
10.2021 - 12.2023

Assistant Manager

Tim Hortons
09.2020 - 09.2021

Barista

Starbucks
12.2018 - 07.2020

Diploma - Hospitality, Accounting

Niagara College
SANDEEP KOUR