Everyday Banking Advisor
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A self-motivated and hard-working individual with five years of experience in financial industry. Detail-oriented, resourceful, highly organized, energetic and quick learner who is committed to excellent customer service. Proven ability to use initiative and problem-solving skills to successfully deal with challenges and effectively handle difficult situations.
Everyday Banking Advisor ATB Financial | November 2022 - Present
Effectively Utilized ATB Digital Tools and products to provide an enhanced client experience.
Built Trust and deep relationships and trust with clients through open and interactive Communications.
Clients in their Non-Land Secured lending and other Financial Needs.
Problem solver with people skills and the ability to build strong relationships and proactively Connecting with Clients. Assisted customers with opening new accounts and completing required paperwork accurately and effeciently.
Senior Customer Representative ATB Financial | January 2019 - November 2022
Deepened relationships with our clients by having conversations to understand their needs and how we can help them reach their goals. Transformed our client experience by introducing our clients to experts and digital tools and resources.
Maintained and built client relationships by providing utmost Customer service.
Cash and clearing transactions by abiding ATB policies.
Provided Coaching and training to other CSRʼs.
Part Time Customer Service Representative ATB Financial | January 2018 - January 2019 Receiving the working cash for the day and counting it before the shift begins.
Accepting deposits of both checks and cash and validating deposit slips. Processing cash withdrawals.
Verifying customers, admitting them to their safety deposit boxes and opening and closing vaults. Receiving payments for bills, loans and mortgages.
To answer queries and to assist customers with account related issues.
To carry out specialized tasks like foreign currency exchange, issuing of travelerʼs and cashier checks and money orders. Balancing of the checks and cash at the end of every day.
Office Payroll Administrator/Order clerk/Cashier/Inventory Assistant
Support management team with administrative and basic HR duties. Generate and prepare reports.
Assist with Schedule and verification of team memberʼs hours.
Process and Transmit Payroll hours for 60 Plus employees (FT, PT and Seasonal). Maintenance of Employee Files.
Support the Recruitment Process.
Handle Vault/ Cash Office.
Deal with WCB Claims (Workers Compensation Board), Short term disability, Long term disability.
Store use Inventory.
Processed for approval all Account Receivable/ Payable.
Ordering for flyers, bookings, and resets in appropriate and timely manner.
Rona Ellerslie | March 2018 - January 2020
Effectively communicating with vendors, managers, members of the order team, and the sales staff regarding stock levels, new products, incoming orders, procedures, upcoming events, and resets.
Monitoring purchase orders and transfers.
Working on negative on-hand reports, price override reports, special reports, and dump sku reports.
Twelve Grade Sacred Heart Senior Secondary School at Amritsar, Punjab, India.| January 1997 - March 2012
Business Administrative in Accounting Northern Alberta Institute of Technology at Edmonton, Alberta, Canada| December 2012 -December 2014
