Simran Dhatt
Brampton
Summary
A knowledgeable and self-motivated finance professional with over four years of experience in customer service, administration, and personal banking. Experienced in developing strong client relationships and facilitating seamless banking transactions. Demonstrated expertise in recommending financial products such as credit, investment, and account services while delivering exceptional customer service. Skilled in leadership, negotiation, and communication, with fluency in English, Punjabi, and Hindi.
Overview
7
7
years of professional experience
Work History
Personal Banking Associate
Alterna Savings
12.2022 - Current
- Delivered exceptional client service by addressing inquiries and offering tailored financial solutions
- Specialized in credit products, including loans and lines of credit, by analyzing client needs and providing appropriate recommendations
- Advised clients on investment products, ensuring alignment with their financial goals and risk tolerance
- Opened and managed business accounts and personal accounts, ensuring all documentation and processes adhered to compliance standards
- Conducted needs-based assessments to uncover opportunities for cross-selling and upselling financial products, contributing to branch performance targets
- Processed credit and investment applications with accuracy and efficiency, ensuring compliance with regulatory standards and internal policies
- Built and nurtured client relationships, enhancing loyalty through personalized advice and regular follow-ups
- Collaborated with wealth advisors and specialists to deliver comprehensive financial solutions for clients with complex needs
- Stayed informed about financial market trends and new product offerings to provide clients with the latest advice and opportunities
Customer Service Representative
Crate and Barrel
03.2022 - 10.2022
- Maximized company sales growth and units per transaction, by engaging with the customer, and helping them make informed transactions
- Handled 60-plus calls a day, catering to customer needs, completing phone sales and delivery placements, assisted with purchases and worked with customers to find products that best suited their needs
- Applied problem solving and CRM skills, to escalated customer service issues
- Constantly communicated with the management and the distribution centres to resolve customer issues, and updated them on changes to current ETA and vendor lead times to avoid canceled orders
Sales Associate
Winners
08.2019 - 08.2021
- Maintained organized, presentable merchandise to drive continuous sales, educated customers on promotions to enhance sales
- Processed POS transactions, including checks, cash and credit purchases or refunds
- Applied security and loss prevention training toward recognizing risks and reducing store theft
- Liaised with customers and recommended specific products aligning with individual needs, requirements and specifications
Assistant Manager
Strathroy Inn
03.2018 - 06.2019
- Accommodating guest requests, offering hands-on assistance to customers, assessing needs and maintaining current knowledge of consumer preferences
- Providing customers information about facilities offered and nearby attractions, organizing mail and taking messages, monitoring cash intake and deposit records, increasing accuracy and reducing discrepancies
- Performing bookkeeping and communication of results to the management, to aid in business decision-making and planning
- Interacted with vendors, contractors and professional services personnel to receive orders, direct activities and communicate instructions
Office Assistant
Sharan Group Of Companies
08.2017 - 12.2017
- Organized and coordinated meetings, social events and distributed agendas along with taking meeting minutes, and conveying notes
- Provided customer service and interacted with clients by phone, email or in-person to provide information and directed to desired staff members
- Kept physical files and digitized records organized for easy updating and retrieval by authorized team members
- Performed essential clerical duties, such as mail sorting, cash handling, data entry, inventory management, ensuring all operations run in a synchronized manner
Education
Honors, B.com - Finance
York University
01.2024
Skills
- Financial analysis
- Strategic planning
- Project management
- Sales and Cross-Selling Skills
- Anti-money laundering
- Credit analysis
- Cash handling accuracy
- Loan processing
- Investment advising
- Customer service
- Risk management policies
- Dispute resolution
Timeline
Personal Banking Associate
Alterna Savings
12.2022 - Current
Customer Service Representative
Crate and Barrel
03.2022 - 10.2022
Sales Associate
Winners
08.2019 - 08.2021
Assistant Manager
Strathroy Inn
03.2018 - 06.2019
Office Assistant
Sharan Group Of Companies
08.2017 - 12.2017
Honors, B.com - Finance
York University
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