Summary
Overview
Work History
Education
Skills
Timeline
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Dilpreet Kaur

Greenfield,United States

Summary

Top-notch Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options.

Overview

6
6
years of professional experience

Work History

Relationship Banker

Johnson Financial Group
02.2023 - Current
  • Managing client bank accounts, Wire transactions, Working knowledge of the banking industry, Handling transactions, Maintain a book of business.
  • Co-leader of the women empowerment organization growth pillar.
  • Member of uplifting people of color organization

Tax Intern

SS Tax & Accounting
10.2022 - 01.2023
  • Assisted in preparing accurate tax returns, ensuring timely submission to the IRS.
  • Streamlined tax processes by maintaining organized client files and documentation.
  • Maintained detailed records of client communications, documenting any changes made to their account information or financial data accurately throughout the engagement process.
  • Utilized proactive tax reduction strategies to support clients and reduce liability.

Teller

Landmark Credit Union
05.2022 - 09.2022
  • Cash handling and mathematics, Computer knowledge, Processing loan payments, Knowledge of bank standards and processes, Proficiency with bank teller software, Helped customers open and close checking accounts, credit cards, savings accounts, personal loans, and mortgages

Sales Intern

Circa
06.2021 - 08.2021
  • Worked on current and future customer leads, Performed lead hygiene.
  • Understanding of Compliance and OFCCP compliance.
  • Understand Diversity in workforce.
  • Planned the National Sales Meeting.
  • Understanding use of Salesforce, ZoomInfo, and USA Spending

Cashier

Tj Maxx
07.2018 - 05.2021
  • Managed customer problems and complaints with tact and attention to prompt customer service, Interacted with every customer, making sure he or she were happy before leaving, Contributed to team effort by accomplishing related results as needed, Provided customer guidance and feedback in order to find different items or help on items, Operated a cash register to process cash, check and credit card transactions

Education

B.A in Economics -

Marquette University
Milwaukee, WI
01.2023

Skills

  • Trilingual (English-Punjabi-Hindi)
  • Proficient with DocuSign
  • CRM
  • IBS Insight
  • IBS Teller
  • Onbase
  • SalesForce
  • Zoominfo

Timeline

Relationship Banker

Johnson Financial Group
02.2023 - Current

Tax Intern

SS Tax & Accounting
10.2022 - 01.2023

Teller

Landmark Credit Union
05.2022 - 09.2022

Sales Intern

Circa
06.2021 - 08.2021

Cashier

Tj Maxx
07.2018 - 05.2021

B.A in Economics -

Marquette University

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Dilpreet Kaur