Samandeep Singh

• Built and maintained strong client relationships by providing personalized banking solutions and
financial guidance.
• Opened and serviced consumer and business accounts including checking, savings, CD and
credit products.
• Processed account transactions including deposits, withdrawals, transfers, and payments with
ensuring accuracy and compliance.
• Maintained compliance with banking regulations, security policies and internal procedures.
• Conducted outbound calls and follow-ups to deepen client relationships and generate new
business.
• Supported branch operations including cash handling, balancing, and operational audits when
required.
• Oversaw branch pending file management, reviewing account opening packets to ensure accuracy, and timely completion.

• Create expense reports, track invoices and processed payments.
• Greet visitors and answer incoming calls, providing information to callers regarding deals on liquor.
• Setting up new deals, pricing and discounts on products.
• Promoting and advertising new products.

• Provide ethical, objective and holistic financial planning advice to clients.

• Participate in firm-sponsored events.

• Respond to clients within one business day and assist in making online appointments.

• Working with the various departments including retirement and financial planning.

• Remaining current on events that impact financial planning .