Kawalpreet Kaur
Brampton,Canada
Summary
A dedicated banking professional Accuracy-focused and experienced in cash handling, transaction management and fraud prevention. I thrive in fast-paced environment with a proven track record in delivering exceptional service and tailored financial solutions by using problem solving skills. Also, I am a quick learner known for being reliable and effective with ability to contribute my skills and financial acumen to a dynamite team.
Overview
4
4
years of professional experience
Work History
Client Advisor
RBC
Brampton, Canada
07.2022 - 01.2024
- Mutual Funds accreditation i.e. IFIC certification (under Canadian Securities Course) holder.
- Proactively engage with client to uncover unique banking needs by asking discovery questions and provide financial advice.
- Provide professional financial advice and education with an ability to address complex credit and investment needs, for both personal and business clients.
- Educate on features and benefits of various RBC products and services for higher client satisfaction.
- Discover opportunities and collaborate with RBC partners- Investment and Retirement Planners, Business Advisors, Relationship Managers, Mortgage Specialist to serve client's needs and provide customized solutions.
- Contribute to retention and strong sales volume by discovering client's financial position and leveraging technology to recommend customized product solutions to drive sales.
- Perform everyday job tasks and activities while focusing on client centric mindset
- Helping clients with credit applications, credit cards and operation line of credit, investments and addy to day banking needs.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Customer Returns Processor
Amazon
Missisauga, Canada
09.2021 - 11.2023
- Verified all return information on the sales order to ensure proper authorization was given for the return.
- Processed customer returns, ensuring accuracy and compliance with company policy.
- Communicated effectively with customers via phone, email, or other methods to resolve any issues related to their return experience.
- Worked closely with other departments such as Sales, Customer Service, Logistics, Accounting, and Quality Control to ensure timely resolution of return requests.
- Created detailed reports of customer returns for management review and analysis.
Passenger Service Agent
KLM / Air France
Toronto, Canada
01.2022 - 07.2022
- Verified the accuracy of passenger information against travel documents such as passports and visas.
- Assisted passengers with check-in processes and boarding procedures.
- Assisted customers with reservations, cancellations, and rebooking flights as needed.
- Performed pre-flight inspections on aircrafts prior to departure.
- Assisted passengers with reservations, ticketing and adjustments to itinerary.
- Recruited, trained and guided team members to offer every passenger top-notch service and support.
Assistant Manager
Wendy’s Charltom restaurants ltd
Dartmouth, NS
05.2020 - 05.2022
- Delegated daily tasks to team members to optimize group productivity.
- Mentored staff to enhance skills and achieve daily targets, using hands-on and motivational leadership.
- Directed and led employees, supervising activities to drive productivity and efficiency.
- Collaborated with store manager to develop strategies for achieving sales and profit goals.
- Organized schedules, workflows and shift coverage to meet expected business demands.
- Maintained inventory accuracy by counting stock-on-hand and reconciling discrepancies.
- Implemented training processes for newly hired employees and supervised department managers, shift leads and production personnel.
- Worked closely with customers to understand needs and resolve diverse issues.
- Assisted in store opening by setting up office space, computers and cash registers.
- Collaborated closely with management team to roll out functional and strategic initiatives.
Education
Bachelor of Science - Computer Information Systems
Kwantlen Polytechnic University
Surrey, BC12.2018
Skills
- Client Relationship Management
- Complaint Resolution
- Cash Handling
- Investment Planning and Advisory
- Credit and Lending Advisory
- Sales Expertise
- Frontline Management
- Financial Advisory and Solutions
Languages
Fluent in English
Native Hindi speaker
Native Punjabi speaker
References
- Prabakaran Balasingham: Assistant Branch Manager (RBC Airport and Queen, 00667) Tel: 905-841-7824
- Divya Pathare : Manager KLM/Air France
- Jacob Angle : Area manager
Charltom restaurants ltd Wendy
Tel :9024785582
Rest upon request
Timeline
Client Advisor
RBC
07.2022 - 01.2024
Passenger Service Agent
KLM / Air France
01.2022 - 07.2022
Customer Returns Processor
Amazon
09.2021 - 11.2023
Assistant Manager
Wendy’s Charltom restaurants ltd
05.2020 - 05.2022
Bachelor of Science - Computer Information Systems
Kwantlen Polytechnic University
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