TARUNVEER KAUR
Personal Banking Associate
Edmonton
Summary
Dynamic and service-oriented professional with experience in administrative support, financial administration, and client service. Skilled in processing invoices, managing budgets, and maintaining accurate records in line with organizational policies. Proficient in Microsoft Office Suite, including Excel, Word, Outlook, and SharePoint, with strong organizational and time-management skills. Experienced in coordinating schedules, supporting senior management, and liaising with diverse stakeholders. Excellent written and verbal communication abilities, with attention to detail in drafting and editing documents. Currently completing IFIC certification and eager to apply analytical and problem-solving skills in a government administrative setting.
Overview
6
6
years of professional experience
4072
4072
years of post-secondary education
1
1
Certification
3
3
Languages
Work History
Personal Banking Associate
TD Bank
12.2024 - Current
- Deliver client-focused financial solutions while ensuring compliance with banking regulations and internal policies.
- Manage daily transactions, resolve client inquiries, and support account maintenance with accuracy and confidentiality.
- Promote and educate clients on digital banking tools to enhance service efficiency and accessibility.
- Collaborate with team members to improve service delivery and support branch operational goals.
Customer Experience Associate
TD Bank
10.2022 - 12.2024
- Processed financial transactions adhering to regulatory and security standards.
- Provided responsive customer service, resolving concerns and fostering strong client relationships.
- Assisted with account inquiries and escalated complex issues following policy guidelines.
- Maintained accurate records and protected sensitive client information in accordance with privacy requirements.
Front Desk Associate
Her GYMVMT
08.2022 - 12.2023
- Served as the primary contact for clients, managing inquiries and scheduling with professionalism and efficiency.
- Operated multi-line phone system and handled membership transactions accurately.
- Ensured a clean and organized front desk area to support a positive client experience.
Volunteer
J Percy Page High School
08.2019 - 06.2022
- Coordinated school and community events to promote engagement and inclusion.
- Supported students with disabilities by organizing activities and monitoring participation.
- Fostered positive relationships with students and staff through effective communication and teamwork.
Education
High School Diploma -
J Percy Page High School
Edmonton, ABBusiness Administration Management Diploma -
Northern Alberta Institute of Technology
Edmonton, ABInvestment Funds in Canada (IFC) - Banking And Finance
Canadian Securities Institute
05.2001 - 07.2025
Skills
- Financial Administration & Invoice Processing
- Compliance with Regulatory & Policy Requirements
- Client Relations & Stakeholder Communication
- Office Operations & Records Management
- Scheduling & Calendar Coordination
- Data Analysis, Reporting & Documentation
- Digital Tools: MS Office Suite (Word, Excel, Outlook, SharePoint), TD Banking Systems
- Team Collaboration & Training Support
- Problem Solving & Adaptability
- Confidentiality & Information Security
Certification
Certified First Aider (CPR Level A & AED) Canadian Red Cross, Edmonton, AB | 01/2023 - 12/2025
Timeline
Personal Banking Associate
TD Bank
12.2024 - Current
Customer Experience Associate
TD Bank
10.2022 - 12.2024
Front Desk Associate
Her GYMVMT
08.2022 - 12.2023
Volunteer
J Percy Page High School
08.2019 - 06.2022
Investment Funds in Canada (IFC) - Banking And Finance
Canadian Securities Institute
05.2001 - 07.2025
High School Diploma -
J Percy Page High School
Business Administration Management Diploma -
Northern Alberta Institute of Technology
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