Dilpreet Kaur

Motivated and detail-oriented professional with experience in customer service, administration, and financial services. Strong communication, organizational, and problem-solving skills, with the ability to work independently and collaboratively. Committed to maintaining high standards, adapting to new challenges, and contributing to organizational success.

Employer Accounts Officer - CANADA REVENUE AGENCY - Surrey

(2026-09)

• Investigated account discrepancies, resolving issues related to employer remittances and payroll reporting to enhance accuracy.
• Analyze payroll account information and supporting documentation to identify discrepancies and required adjustments.
• Communicated with employers and internal teams to clarify information and obtain missing documentation, facilitating timely resolution.
• Reviewed and processed employer account amendment requests, ensuring accuracy and completeness to maintain compliance.
• Update employer account records in accordance with CRA policies, procedures, and guidelines.
• Verify account adjustments and maintain accurate records of actions taken.

Financial Services Associate - CIBC - Surrey, BC

(2022-08 - 2024-11)

• Held financial conversations with clients and prospects to determine needs and provide solutions
• Assessed customer requirements to monitor and fulfill banking requests, ensuring timely service delivery
• Received and processed deposits and loan payments, keeping financial records up to date
• Conducted financial conversations with clients and prospects to identify needs and propose tailored solutions
• Managed cash flow by overseeing daily transactions and ensuring accuracy by initiating transfer of funds and reviewing wires

Customer Service Representative - BANK OF MONTREAL - Delta, BC

(2022-03 - 2022-07)

• Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions
• Built strong customer relationships, fostering loyalty and encouraging repeat business
• Answered incoming calls and emails, delivering frontline support for product and service transactions
• Provided personalized service to clients, addressing concerns and creating tailored solutions
• Responded to customer inquiries about bank products and services

Enrollment Services Clerk - COAST MOUNTAIN COLLEGE - Terrace, BC

(2021-05 - 2021-12)

• Supported students in managing drop requests, withdrawals, and administrative drops to ensure smooth transitions
• Assists students with drop requests, withdrawals, and administrative drops
• Assists with student record keeping, scanning of records, registration, semester process and graduation
• Executed various tasks designated by the Dean of Enrollment Services
• Handled student record keeping, scanned records, processed registrations, and facilitated graduation to maintain accurate and accessible student data
• Greeted students and provided comprehensive information about college programs and the admission process.

Supervisor - SHOPPERS DRUG MART - Terrace, BC

(2018-10 - 2020-04)

• Supervise and coordinate sales staff and cashiers
• Maintained inventory levels and ordered merchandise to meet customer demand
• Assigned sales workers to specific tasks based on store needs to duties and prepare work schedules
• Resolved customer complaints and supply shortages to enhance customer satisfaction
• Maintain specified inventory and order merchandise
• Authorized payments for customer transactions to ensure accurate processing by cheque and the return of merchandise

INVESTMENT FUNDS IN CANADA - IFSE Institute

BUSINESS ADMINISTRATION - Coast Mountain College