Manpreet Kaur
Johnston ,IA
Summary
Top-performing professional with substantial experience in banking and finance. Dedicated to establishing long-term relations with customers to demonstrate trust and decrease account closure rates. Adept at understanding customer needs to recommend appropriate banking products.
Overview
12
12
years of professional experience
Work History
Universal Banker
Lincoln Savings Bank
11.2022 - 02.2023
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Identified customer financial needs through in-person efforts, cold calls, referrals and marketing while providing strong product knowledge and quality service.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Teller
Wells Fargo
08.2021 - 01.2022
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Educated customers on use of banking website and mobile apps.
Call Center Specialist
Wells Fargo
02.2021 - 06.2021
- Assisted customers by answering questions and responding to inquiries.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Adhered to company policies and scripts to consistently achieve call-time and quality standards.
- Promoted available products and services to customers during service, account management, and order calls.
Lead Teller
Wells Fargo
04.2015 - 05.2017
Teller
Wells Fargo
07.2014 - 04.2015
Jewelry Sales Associate
Sears Department Store
04.2014 - 04.2015
- Displayed merchandise by arranging in appealing ways to boost sales.
- Offered each customer top-notch, personal service to boost sales and customer satisfaction.
- Increased sales and customer satisfaction through personalized servicing.
- Completed store opening and closing procedures as per company guidelines.
- Balanced and organized cash register by handling cash, counting change, and storing coupons.
Sales Associate
Dunkin' Donuts
02.2012 - 04.2014
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Helped customers locate products and checked store system for merchandise at other sites.
- Prepared merchandise for sales floor by pricing or tagging.
- Rotated stock and restocked shelves to maintain product availability and store appearance.
Trucking Dispatcher
Chahal Trucking
02.2012 - 03.2014
- Oversaw and enforced compliance with all safety regulations and DOT regulations.
- Monitored and tracked status of shipments in transit to confirm on-time delivery.
- Handled incoming calls and emails from customers regarding issues with deliveries.
- Coordinated driver dispatch to accomplish daily delivery requirements.
Cashier
Sears Roebuck
11.2010 - 12.2011
- Greeted customers entering store and responded promptly to customer needs.
- Built relationships with customers to encourage repeat business.
Education
No Degree - Health Administration
Grand Canyon University
Phoenix, AZ06.2013
No Degree - Some College Credit
Catonsville Community College
Baltimore, MD12.2010
High School Diploma -
Woodlawn High School Center For Pre-Eng. Res.
Baltimore, MD06.2010
Skills
- Asset Protection Strategies
- Daily Ledgers
- Account Servicing
- Opening and Closing Procedures
- Cross-Selling Expertise
- Consumer Banking
- ATM Balancing
- Bank Deposits
Languages
Hindi
Full Professional
Punjabi
Full Professional
Timeline
Universal Banker
Lincoln Savings Bank
11.2022 - 02.2023
Teller
Wells Fargo
08.2021 - 01.2022
Call Center Specialist
Wells Fargo
02.2021 - 06.2021
Lead Teller
Wells Fargo
04.2015 - 05.2017
Teller
Wells Fargo
07.2014 - 04.2015
Jewelry Sales Associate
Sears Department Store
04.2014 - 04.2015
Sales Associate
Dunkin' Donuts
02.2012 - 04.2014
Trucking Dispatcher
Chahal Trucking
02.2012 - 03.2014
Cashier
Sears Roebuck
11.2010 - 12.2011
No Degree - Health Administration
Grand Canyon University
No Degree - Some College Credit
Catonsville Community College
High School Diploma -
Woodlawn High School Center For Pre-Eng. Res.
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