Amandeep Kaur

Customer-focused professional with over 3 years of combined experience in banking, financial advisory, and legal administrative support. Successfully passed the RIBO Level 1 Examination and completed the Canadian Securities Course (CSC). Skilled in conducting client needs assessments, explaining complex regulatory requirements, and delivering exceptional client service.

Eager to leverage strong background in financial products, compliance, and client relations to excel in personal lines insurance.

Associate, Credit Cards at BMO (2023-02 – 2023-11)

• Provided comprehensive customer support in a remote environment across omni-channel platforms (phone, email, chat, SMS), serving as a trusted primary contact for credit card accounts.
• Conducted detailed needs discovery to match clients with appropriate financial products, consistently achieving cross-selling, quality, and resolution targets.
• Resolved complex client concerns and disputes while ensuring strict adherence to banking regulations and privacy standards.
• Maintained exceptional customer satisfaction metrics through clear, empathetic, and efficient service delivery.

Customer Service Representative at Sidhu Law Office (2019-08 – 2021-04)

• Guided clients step-by-step through complex application and documentation processes, breaking down legal terminology into clear, accessible terms.
• Fostered strong client rapport and trust through proactive follow-ups, timely updates, and tailored communication.
• Managed sensitive and highly confidential legal documents and client files with meticulous attention to detail.

Administrative Assistant (Volunteer) at Sidhu Law Office (2019-02 – 2019-08)

• Assisted with general administrative operations, client intake scheduling, and electronic document organization.

Master of Engineering in Biomedical Engineering – Jadavpur University

Bachelor of Technology in Biotechnology – Amity University