Hi, I’m
Gourav Gulati
Toronto,Canada
Summary
Successful at excelling in fast-paced, competitive banking environments. Good sales and customer service abilities paired with in-depth knowledge of bank products and services. Proficient in updating accounts, processing transactions and coordinating records.
Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills.
Overview
3
years of professional experience
Work History
TD Bank
Personal Banking Associate
03.2023 - Current
Job overview
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Opened, closed and updated accounts for customers.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Provided advice on different bank products and financial options.
- Evaluated client financial positions and identified most appropriate banking products.
- Understood and applied selling techniques to open, develop and close sales and created product interest by actively cross-selling products and services to pursue customers.
- Branch opening and closing as senior officer.
TD Bank
Customer Experience Associate
04.2023 - 04.2023
Job overview
- Process financial transactions like deposits, withdrawals and bill payments as per standardized operating procedures, industry regulations and TD’s Code of Conduct and Ethics.
- Respond and resolve customers’ concerns using standard procedures and escalating non-standard activities, as necessary.
- Achieve assigned goals and business objectives by promoting banking solutions and completing business processes in a timely and accurate manner.
- Connect personally with customers to advise them appropriately and clearly on banking solutions and processes.
- Help build a positive, diverse and equitable work environment by promoting team effectiveness as well as participating in personal performance development.
- Assist the team by respecting coworkers, staying dedicated, and keeping everyone up-to-date on the status of routine activities.
- Deliver quality customer experiences and recommend operational improvements where opportunity exists to improve and achieve operational excellence.
Circle K
Retail Store Supervisor
09.2021 - 10.2022
Job overview
- Responsible for managing complaints, developing, and implementing marketing strategies and signing for deliveries.
- Manage retail staff and people working on the floor.
- Organize and distribute staff schedules.
- Preparing reports regarding sales volumes, merchandising and daily sales.
- Monitoring and reporting on performance of all staff.
- Hiring and training of new sales staff, as required.
- Maintain inventory and ensure items are in stock.
- Ensure the visual standards and image of the store are maintained such as store displays, signage and cleanliness.
Circle K
Customer Service Representative
01.2020 - 09.2021
Job overview
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Cultivated customer loyalty, promoted repeat business and improved sales.
- Customer services.
- Cash-handling.(including cash depositing in bank).
- Assist manager in general office and administration duties.
- Handling OLG System.
- Manage deliveries.
- Achieve sales, asset growth, activity and prospecting goals and targets as assigned.
- Log sales activities daily along with capturing and maintaining accurate and up to date information in in-house system.
- Ordering and inventory control
Education
Northern College of Applied Arts And TechnologyToronto, ON
Post Graduate Diploma from Business Management
05.2021
Guru Nanak Dev UniversityJalandhar, India
Bachelor of Commerce from Finance And Management
04.2014
Skills
- Inbound Customer Calls
- Accurate Documentation Preparation
- Money Transfers
- Investment Recommendations
- Consumer Banking
- Opening Accounts
- Cash Handling
- Financial Advisement
- Estate planning
- Opening and Closing Procedures
- Credit application
Timeline
Customer Experience Associate
TD Bank
04.2023 - 04.2023
Personal Banking Associate
TD Bank
03.2023 - Current
Retail Store Supervisor
Circle K
09.2021 - 10.2022
Customer Service Representative
Circle K
01.2020 - 09.2021
Northern College of Applied Arts And Technology
Post Graduate Diploma from Business Management
Guru Nanak Dev University
Bachelor of Commerce from Finance And Management
Similar Profiles
Samiul ShaownSamiul Shaown
Product Operations Lead at TD Insurance, TD BANK GROUPProduct Operations Lead at TD Insurance, TD BANK GROUP
Abhilash NyatiAbhilash Nyati
Personal Banker at TD Bank Group - TD Canada TrustPersonal Banker at TD Bank Group - TD Canada Trust
Ashley WidermanAshley Widerman
Team Manager II at TD Auto Finance, TD Bank NATeam Manager II at TD Auto Finance, TD Bank NA
Vedansh VyasVedansh Vyas
Personal Banking Associate at TD Canada Trust (TD Bank)Personal Banking Associate at TD Canada Trust (TD Bank)
Jenny Cheng LYUJenny Cheng LYU
Salad Prep Cook (Cold Station) at Cafe on the SquareSalad Prep Cook (Cold Station) at Cafe on the Square