Supinder Kaur

• Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
• Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
• Generated new business by conducting thorough financial needs assessments and offering tailored products
• Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
• Enhanced client retention with proactive follow-ups and timely resolution of account issues.
• Developed strong relationships with clients, resulting in increased trust and long-term business growth.

Analyzed market trends and economic data to make informed recommendations for clients'' portfolios.

• Counseled clients on financial matters and provided recommendations investment opportunities, products, and services based on client needs and asset availability.
• Profiled and analyzed investment products to devise financial strategies, meeting client financial needs and forecasting opportunities with highest return on investments.
• Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
• Promoted business to increase customer base and grow revenue.

• Met with applicants to obtain information for loan applications and answer questions about processes.
• Performed daily maintenance of loan applicant database.
• Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan.
• Educated customers on variety of loan products and available credit options to promote valuable decision-making.

• Recommended appropriate products to meet customers' individual needs.
• Built and deepened productive and positive customer relationships with high-quality service and focus on gaining loyalty.
• Stayed up-to-date on current and emerging trends to increase professional value and meet diverse client needs.
• Backed up reception desk by answering phones, scheduling appointments and processing payments.

• Delivered service and support to each customer, paving way for future business opportunities.
• Educated customers on special pricing opportunities and company offerings.
• Informed customers about billing procedures, processed payments and provided payment option setup assistance.

• Met or exceeded sales goals by promoting bank products and services in every interaction.
• Established new customer accounts, including checking, savings, lines of credit and loans.
• Completed comprehensive tasks by implementing customer service initiatives, audit and restock ATMs and keep records on accounts.
• Balanced daily cash deposits and vault inventory with zero error rate.