Simran Waraich
Penticton,BC
Summary
Result-driven Financial Services Representative with strong background in customer service, financial planning and sales. Agile with excellent communication and analytical skills and in-depth understanding of financial products and services. Currently seeking a position that offers professional challenges to utilize my knowledge and skills.
Overview
5
5
years of professional experience
Work History
Financial Service Representative
Canadian Imperial Bank of Commerce - CIBC
06.2021 - Current
- Responded to inquiries from clients and provided financial advice to drive fiscal growth.
- Advised clients on favorable investment opportunities to meet established financial goals.
- Proactively selling and preparing documentation for approval of Chequing and savings products, and lending products including mortgages, secured/unsecured lines of credit, student loans, and investment products.
- Proactively initiating phone calls to book appointments with clients to discuss their needs and other financial solutions.
- Accurately capturing and validating clients' personal and financial information and ensuring documents are completed in accordance with CIBC policies and procedures for credit and loan applications.
- Assisting clients by proposing solutions to address financial objectives such as debt management, investment, and other financial goals.
Front Desk Supervisor
Ramada Inn & Suites, Penticton
01.2021 - 08.2022
- Working with Management to ensure that all front desk employees follow correct policies and procedures and abide by Hotel’s mission and guiding principles.
- Oversaw front desk operations with an eye for hotel reputation, staff productivity, and operational efficiency.
- Being accountable for the training and development of all front desk and night audit employees.
- Maximize revenues, utilizing sales strategies and techniques to increase occupancy and average rate, including awareness of hotel's competitive set.
- Helping in hiring and scheduling new trainees in correspondence with the direct manager.
- Created lasting relationships with guests that built loyalty and drove hotel revenue
Guest Services Representative
Ramada Inn & Suites, Penticton
02.2018 - 12.2020
- Greeted guests at front desk and engaged in pleasant conversations while managing check-in process.
- Took reservations over phone, in person, and via computer for guests and provided confirmation information.
- Used internal software to process reservations, check-ins and check-outs.
- Performed basic daily bookkeeping tasks.
- Confirmed important personal and payment information for compliance with security and payment card industry standards.
Education
Canadian Investment Funds Course (CIFC) - Mutual Funds Investments/Canadian Securities Inc.
IFSE Institute
Mississauga, ON04.2022
College Diploma - Business Administration - Management, Accounting
Okanagan College
Penticton, BC01.2021
Bachelor of Arts - English Literature
Punjab University
Chandigarh, India05.2017
Skills
- Financial Services
- Regulatory Compliance
- Service Sales
- Teller Transactions
- Account Documentation
- Quantitative Analysis
- Hospitality and Accommodation
- Customer Relationship Management
- Client Needs Assessment
- Mutual Funds and Liabilities
- Investment Advising
- Insurance Help
Languages
English - Fluent
Punjabi - Fluent
Hindi - Fluent
Timeline
Financial Service Representative
Canadian Imperial Bank of Commerce - CIBC
06.2021 - Current
Front Desk Supervisor
Ramada Inn & Suites, Penticton
01.2021 - 08.2022
Guest Services Representative
Ramada Inn & Suites, Penticton
02.2018 - 12.2020
Canadian Investment Funds Course (CIFC) - Mutual Funds Investments/Canadian Securities Inc.
IFSE Institute
College Diploma - Business Administration - Management, Accounting
Okanagan College
Bachelor of Arts - English Literature
Punjab University
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