Sukh Gill
Edmonton,AB
Summary
Professional mortgage specialist with comprehensive understanding of financial products and customer service excellence. Proven ability to assess client needs and offer personalized financial solutions. Valued team collaborator who adapts to changing priorities and consistently achieves results. Skilled in financial advising and client relationship management.
Overview
3
3
years of professional experience
Work History
Personal Banker
TD Bank
08.2022 - Current
- Generated new business through referrals, networking, and community outreach
- Provided tailored mortgage solutions to clients, aligning with their financial goals
- Built and maintained relationships with realtors, financial planners, and other referral partners
- Consistently exceeded quarterly and year-to-date sales targets, achieving 125% of goal in 2023-24 so far
- Collaborated with internal teams to facilitate timely mortgage approvals and closings
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
Universal Banker
CIBC
08.2021 - 08.2022
- Conducted client needs assessments to deliver personalized mortgage advice
- Developed and maintained a network of referral partners, including realtors and financial planners
- Stayed up-to-date on market trends, mortgage products, and industry regulations
- Achieved consistent sales growth, with a 25% increase in annual sales
Education
Diploma - Financial Services
SAIT
01.2015
Skills
- Mortgage sales
- Relationship building and networking
- Financial analysis and planning
- Excellent communication
- Negotiation
- Interpersonal skills
- Strong knowledge of mortgage products
- Regulations
- Market trends
- Proficient in software systems
Languages
English
Native or Bilingual
Punjabi
Native or Bilingual
Hindi
Native or Bilingual
Timeline
Personal Banker
TD Bank
08.2022 - Current
Universal Banker
CIBC
08.2021 - 08.2022
Diploma - Financial Services
SAIT
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