Gurleen B. Email & Phone Number

Edmonton, Alberta, Canada

Not only do I provide you with a broad range of residential real estate financing options (mortgage options); I also work hard to provide you value, flexibility, and convenience when choosing your mortgage.

•Understand clients’ current financial picture and objectives in order to develop a financial plan that will help them achieve their future goals •Educate clients about basic and complex credit products and services such as mortgages, home equity line of credits, land/bridge loans and small business credit•Educate clients about basic and complex investment vehicles such as mutual funds, by taking into consideration their risk tolerance, time horizon and investment objectives •Proactively maintain and grow the clients’ portfolio by making self generated leads and consistently following up with them•Develop and build internal partner relationships with other departments, supporting branch operations to meet customer service requirements and resolve issues or concerns•Engage in proactive activities such as leading and participating in campaigns•Take ownership of customer problems, responding with empathy and developing satisfactory solutions•Contributing to the development and consistent implementation of best practices, ensuring all transactions are compliant with the bank’s policies and procedures.