YUVRAJ SINGH
WETASKIWIN,AB
Summary
Result-driven Financial Service Represntative with strong background in customer service, financial planning and sales. Agile with excellent communication and analytical skills and in-depth understanding of financial products and services.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Service Advisor
Money Mart
01.2024 - Current
- Ensuring a safe working environment and adhered to security protocols
- Working independently, demonstrating reliability and self-discipline
- Cashing cheques accurately and verified client information
- Assisting with loan applications and explained necessary paperwork
- Providing cash to customers promptly and accurately
- Processing Western Union transactions efficiently and securely
- Managing money safe operations, ensuring accurate cash handling and security
Coach Outlet
Vancouver
01.2023 - 12.2023
- Efficiently managed customer influx during peak hours with up-to 600 individuals arriving each hour
- Maintained organized, presentable merchandise to drive continuous sales
- Worked alongside retail representatives to boost sales by enhancing product presentations and advertising collateral.
Starbucks
Richmond
11.2022 - 09.2023
- Ensured excellent customer service by promptly addressing customer needs and inquiries
- Handled cash register operations, including balancing till and processing transactions
- Built genuine connections with customers.
Office Administrator Assistant
Buns Master Bakery.
03.2022 - 06.2023
- Managed daily office operations, including scheduling, correspondence, and filing
- Assisted with financial tasks such as invoicing, expense reports, and budget tracking
- Coordinated meetings and events, ensuring all logistical details were handled efficiently.
Office Manager
Fly Abroad Academy
08.2020 - 07.2021
Education
Business Management Diploma -
Kwantlen Polytechnic University
05.2023
Diploma in Commerce -
NSPS Public School
03.2021
Skills
- Proficiency in Excel
- Know Your Customer
- Leadership and management
- Insurance Planning
- Anti-Money Laundering
- Loan Applications
- Financial Reporting
- Financial Services
- Debt management
- Accounts Payable and Receivable
Availability
Full Availability
Education Relevant Courses
- Financial Accounting
- Retail management
- Marketing
- Business mathematics and statistic
- Organizational behavior
- Human resource management
- Economics
- Business (International, Fundamentals)
Languages
English
Native or Bilingual
Certification
IFC,CSC
Timeline
Financial Service Advisor
Money Mart
01.2024 - Current
Coach Outlet
Vancouver
01.2023 - 12.2023
Starbucks
Richmond
11.2022 - 09.2023
Office Administrator Assistant
Buns Master Bakery.
03.2022 - 06.2023
Office Manager
Fly Abroad Academy
08.2020 - 07.2021
Business Management Diploma -
Kwantlen Polytechnic University
Diploma in Commerce -
NSPS Public School
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