Gurwinder Kaur
Seven Mile
Summary
Dedicated banker proficient in setting up new customer accounts, adhering to security protocols, and assisting with audits. Well-organized with strong relationship-building, time management, and documentation skills. Ready to leverage several years' experience in related roles to excel in a dynamic position with your company.
Motivated professional enthusiastic about cultivating strong customer and community relationships. Sales expert familiar with bank regulations and best practices.
Seasoned Relationship Banker with background in retail and commercial banking. Demonstrated strength in building and maintaining client relationships, product promotion, and financial advising. Proven skills in cross-selling bank products and services to fulfill customer needs. Effectively contributed to team success by surpassing sales goals while delivering top-tier customer service.
Overview
9
9
years of professional experience
4
4
years of post-secondary education
Work History
Relationship Banker
Chase Bank
Lexington
06.2021 - Current
- Assisted customers with account inquiries and transaction processing.
- Educated clients on various banking products and services available.
- Built strong relationships through personalized customer interactions.
- Collaborated with team members to enhance customer service strategies.
- Managed account openings, closings, and maintenance tasks efficiently.
- Resolved customer issues promptly to maintain satisfaction levels.
- Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.
- Built long-term relationships with customers by providing personalized service and support.
Manager
IMART
Cincinnati
02.2019 - 08.2021
- Managed project timelines and delegated tasks among team members.
- Implemented processes for tracking project milestones and deliverables.
- Coached, mentored and trained team members in order to improve their job performance.
- Developed training materials to enhance staff knowledge and performance.
- Analyzed customer feedback data to develop action plans for improving services offered.
- Resolved conflicts between employees by providing guidance on company policies and procedures.
Manager
Aps1
Lexington
06.2017 - 09.2019
- Oversaw daily operations to ensure team alignment with company goals.
- Managed project timelines and delegated tasks among team members.
- Developed training materials to enhance staff knowledge and performance.
- Ordered inventory to maintain stock levels for sales
- Provided guidance and support to junior staff members during tasks.
- Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
Education
MSC-IT - Computer And Information Sciences
Msc It
03.2008 - 03.2011
Master of Science - Computer Science
PTU
Kapurthala, Punjab 03.2009 - 03.2010
Skills
Dedicated Relationship Banker experienced in establishing customer accounts and ensuring compliance with security protocols Achieved success in building and maintaining strong client relationships while surpassing sales goals through effective product promotion and financial advising Focused on leveraging extensive knowledge of bank regulations to enhance customer experience and drive community engagement
Dedicated Relationship Banker experienced in establishing customer accounts and ensuring compliance with security protocols Achieved success in building and maintaining strong client relationships while surpassing sales goals through effective product promotion and financial advising Focused on leveraging extensive knowledge of bank regulations to enhance customer experience and drive community engagement
Languages
English
Native/ Bilingual
Punjabi
Native/ Bilingual
Hindi
Native/ Bilingual
Timeline
Relationship Banker
Chase Bank
06.2021 - Current
Manager
IMART
02.2019 - 08.2021
Manager
Aps1
06.2017 - 09.2019
Master of Science - Computer Science
PTU
03.2009 - 03.2010
MSC-IT - Computer And Information Sciences
Msc It
03.2008 - 03.2011