ISHMEET KAUR
New Delhi
Summary
Finance professional with 5+ years’ experience in banking, client portfolio management, and case administration in both corporate and government settings. Proven track record in delivering tailored financial solutions, managing KYC, enforcing compliance, and resolving complex disputes.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Case Officer
Ministry of Justice, Government of Alberta
10.2024 - 07.2025
- Managed 300+ cases under the Alberta Maintenance Enforcement Act involving spousal and child support enforcement.
- Acted as the primary point of contact for clients and stakeholders, ensuring timely, clear, and effective communication.
- Proactively identified and addressed issues, conducting inquiries and overseeing collection and enforcement actions to craft solutions for complex or unique cases.
- Managed and investigated complex cases, ensuring compliance with legislation, policies, and service standards.
- Built strong stakeholder relationships, resolving 95% of disputes without escalation.
Customer Experience Advisor
ATB Financial
06.2024 - 10.2024
- Provided excellent customer service, maintaining a friendly and courteous demeanor.
- Possessed thorough knowledge of banking products and services, addressing customer inquiries effectively.
- Engaged clients to identify financial needs and provide tailored solutions for savings, investments, and credit products.
- Enhanced customer banking experience by promptly resolving issues.
- Adhered to bank policies, procedures, code of conduct, and regulatory guidelines (KYC, AML).
- Collaborated with staff across departments, ensuring effective communication and support.
- Directed complex customer complaints to appropriate channels for resolution (Complaints Management).
- Continuously updated skills through professional training and contributed to bank development.
Customer Service Specialist
ATB Financial
12.2022 - 05.2024
Personal Banker (Deputy Manager)
YES Bank
07.2021 - 10.2022
Branch Service Partner (Assistant Manager)
YES Bank
08.2019 - 06.2021
Education
MBA - Finance
Amity University
07.2020
Bachelor of Commerce - undefined
University of Delhi
08.2017
Skills
- Team leadership
- KYC
- Customer Management
- Complaints Management
- Financial Advisory
Certification
Investment Funds in Canada (IFIC)
References
Available upon request
Timeline
Case Officer
Ministry of Justice, Government of Alberta
10.2024 - 07.2025
Customer Experience Advisor
ATB Financial
06.2024 - 10.2024
Customer Service Specialist
ATB Financial
12.2022 - 05.2024
Personal Banker (Deputy Manager)
YES Bank
07.2021 - 10.2022
Branch Service Partner (Assistant Manager)
YES Bank
08.2019 - 06.2021
Bachelor of Commerce - undefined
University of Delhi
MBA - Finance
Amity University
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