Job Search Status
Open to workDesired start date:
Work Type
Full TimeLocation Preference
HybridRemoteOpen to relocation: Yes
SIMRANDEEP KAUR
London,Canada
Work Preference
Summary
Client-focused professional with strong experience in customer service and relationship building. Skilled in identifying client needs, offering tailored financial solutions, and recognized for exceptional communication skills and a commitment to enhancing customer satisfaction while streamlining operational processes.
Overview
5
5
years of professional experience
2
2
Certification
Work History
Client Service Associate
BILL GOSLING OUTSOURCING
LONDON, ON
01.2023 - 10.2025
- Resolved complex client inquiries and complaints by providing tailored solutions aligned with banking products and services.
- Consistently achieved and exceeded branch performance metrics (BGO targets), contributing to overall sales and client satisfaction goals.
- Delivered professional, relationship-focused service to maintain high customer satisfaction scores (70%+ retention benchmark).
- Engaged clients through inbound and outbound communication to update financial information, identify new needs, and uncover cross-selling opportunities.
- Strengthened long-term client relationships through proactive follow-ups and personalized service.
- Maintained accurate and compliant client records, ensuring adherence to KYC, AML, and corporate regulatory standards.
- (Hyundai Auto Canada)
Loan Specialist
BILL GOSLING OUTSOURCING
LONDON, ON
03.2022 - Current
- Managing high-volume inbound client portfolio, identifying financial needs and recommending tailored lending and deposit solutions.
- Proactively cross-sold and successfully signed clients up for credit cards, overdraft protection, and pre-approved lending products.
- Conducting financial needs assessments to align product recommendations with clients’ short- and long-term financial objectives.
- Educating clients on banking products, recommending solutions aligned with their financial goals and lifestyle needs.
- Ensuring strict compliance with KYC, AML, and regulatory requirements while processing applications and verifying documentation.
- Building strong client relationships through proactive follow-ups, increasing retention and referral opportunities.
Administrative Assistant (part-time)
Volga Health
SCARBOROUGH, ON
06.2024 - 12.2024
- Coordinated client scheduling, documentation, and professional communications while ensuring a high standard of customer service.
- Processed invoices, tracked expenses, and maintained accurate financial records, supporting operational and financial reporting requirements.
- Prepared detailed reports and managed confidential client files with strong attention to accuracy and regulatory compliance.
- Supported internal compliance procedures by ensuring documentation adhered to corporate policies and industry standards.
- SCA
Education
Postgraduate Diploma - Human Resource Management
Canadore College
ON01.2021
Postgraduate Diploma - Project Management
Fleming College
ON01.2021
Master’s Degree - Environmental Science
Punjabi University
01.2018
Skills
- Client relationship building
- Adaptability
- Mutual funds
- Financial services
- Regulatory compliance
- Excellent communication
- Active listening
- Sales expertise
Data entry proficiency
Interpersonal and written communication
Professionalism and etiquette
Administrative and office support
Customer relationship management (CRM)
Teamwork and collaboration
Problem-solving skills
Attention to detail
Calm and professional under pressure
Adaptability and flexibility
Certification
- Investment Funds in Canada (IFC) - Canadian Securities Institute (In Progress)
- Digital Banking Fundamentals - NASBA)
Timeline
Administrative Assistant (part-time)
Volga Health
06.2024 - 12.2024
Client Service Associate
BILL GOSLING OUTSOURCING
01.2023 - 10.2025
Loan Specialist
BILL GOSLING OUTSOURCING
03.2022 - Current
Postgraduate Diploma - Human Resource Management
Canadore College
Postgraduate Diploma - Project Management
Fleming College
Master’s Degree - Environmental Science
Punjabi University