Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
Languages
Certification
Interests
Timeline
Generic

UTSAV KAPOOR

New Westminster

Summary

Client-focused and results-driven financial professional with over two years of experience in retail banking, seeking to leverage expertise in personal and business banking to contribute to CIBC's mission of building strong client relationships. Accredited with a Mutual Funds License (IFIC) and proficient in advising on a range of financial products. Committed to delivering personalized financial solutions and enhancing client experiences through effective use of digital banking tools

Overview

5
5
years of professional experience
1
1
Certification

Work History

Customer Service Representative

Bank of Montreal
04.2023 - Current

Delivered exceptional customer service by identifying and addressing banking needs, including handling transactions and providing referrals to colleagues for additional services.
Guided customers in using digital and self-serve banking options, ensuring a fast, simple, and efficient experience.
Engaged with customers to understand their personal banking and credit card needs, providing tailored advice and offering relevant products and services.
Contributed to meeting branch business goals by driving customer satisfaction and supporting operational activities.
Followed all compliance and risk management processes to protect customer assets and maintain privacy.
Collaborated with branch teams to improve the overall customer experience and achieve business results.
Maintained up-to-date knowledge of banking products, legal/regulatory requirements, and industry trends.

Marketer

Student Works Painting
01.2023 - Current
  • Cold calling & Repeat Customers
  • Promoted the Company's products and Services by calling a list of leads and potential clients
  • Figuring out strategies that can boost sales and revenue while ensuring these strategies are aligned with the needs of the customers as well as the market demand.

Manager / Team Leader

Chipotle Mexican Grill
10.2021 - Current
  • Lead the team, to complete all the tasks effectively and efficiently while ensuring the quality, safety and taste of the food
  • Perform tasks like preparing Prep Sheet, Counting Critical Inventory, Food Orders, and Hazard Analysis.

Cashier / Customer Service Representative

Burger King
02.2020 - 09.2021
  • Listened to Customer’s concerns, answer customer’s questions and provided information about the company’s products and services
  • Received orders and registered sales on POS / Cash register while providing a positive and friendly customer experience.

Education

BBA - Accounting & Finance

Yorkville University
Westminster, BC
01.2023

High School Diploma -

D.A.V Model School
03.2019

Skills

    Client Engagement & Relationship Building

    Financial Product Expertise

    Sales & Goal Achievement

    Technological Proficiency

    Regulatory Compliance

    Team Collaboration

    Multilingual

    Problem-Solving

Accomplishments

Winner of PRAYAS ( Business Exhibition)

Ball Badminton District Champion

Captain of School Soccer Team

Affiliations

House Captain (2016-2017)

Winner of PRAYAS (Business Exhibition) (2018-2019)

Ball badminton District Champion (2018-2019)

Captain of the School’s Soccer Team (2015-2017)

Lawn Tennis School team (2015-2017)

VOLUNTARY EXPERIENCE Student Council (2016-2019)

N.S.S Volunteer (2017-2019)

Languages

English
Punjabi
Hindi

Certification

IFIC

Serving it Right

Interests

Playing Soccer, Tennis and Badminton

Hiking and Adventure Travelling

Watching Boxing and MMA

Timeline

Customer Service Representative

Bank of Montreal
04.2023 - Current

Marketer

Student Works Painting
01.2023 - Current

Manager / Team Leader

Chipotle Mexican Grill
10.2021 - Current

Cashier / Customer Service Representative

Burger King
02.2020 - 09.2021

High School Diploma -

D.A.V Model School

BBA - Accounting & Finance

Yorkville University
UTSAV KAPOOR