Jagdeep Singh Sekhon Email & Phone Number

Brampton, On, Ca

Canada

• Reviewing customer profiles and engaging customers in a needs-based conversation to identify potential opportunities and address their needs• Respond to client-initiated contact, raised by both in store as well as virtual clients and assisting them with a full range of financial transactions• Building and maintaining resourceful relationships with new and existing clients by providing exceptional service experience in order to develop referrals and maximize business opportunities• Proactively take ownership of resolving and preventing client banking problems by becoming one stop solution center for the clients• Collaborating with various departments to maximize profit while focusing on exceptional customer service and sales achievement.• Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience

Brampton

• Processing of customer cash/cheque deposits and withdrawals and other related financial transactions• Reviewing customer profiles and engaging customers in a needs-based conversation to identify potential opportunities and address their needs• Daily opening and closing of branch/store premises on timely basis• Performing daily calls to remind existing clients of payment arrangements towards their loan obligations• Assessing applicants by completing financial risk assessment to determine loan approvals for prospective clients• Respond to client-initiated contact, raised by both in store as well as virtual clients and assisting them with a full range of financial transactions• Building and maintaining resourceful relationships with new and existing clients by providing exceptional service experience in order to develop referrals and maximize business opportunities• Proactively take ownership of resolving and preventing client banking problems by becoming one stop solution center for the clients• Collaborating with various departments to maximize profit while focusing on exceptional customer service and sales achievement.• Contributing to business results and the overall experience delivered in the branch to ensure client retention

• Worked towards new customer acquisition and relationship maintenance of existing as well as potential retail clients • Assisted in conducting client conversations about banking services to recommend alternative banking channels and provided personal banking and investment advice • Welcomed and guided customers upon entering branch premises and offered advice and guidance on available digital and self-serve options with the goal of easing the banking activities• Reviewed customer profiles and engaged customers in a needs-based conversation to identify potential opportunities and addressed everyday banking plans• Attended various customer issues and resolved customer complaints to ensure client satisfaction and retention• Conducted various operational activities for the branch including passing Cash deposits or withdrawals, Cheque encashment, drafts issuance or other negotiable Instruments• Prepared and submitted various financial, statistical and accounting statements for the bank at biweekly and monthly basis• Ensured implementation of compliance and risk management related guidelines for facilitation of banking business as well as to safeguard clients’ assets, maintain their privacy, and act in their best interest• Acted as custodian of safe deposit vault and other security documents with Incumbent Incharge of the branch

• Handled general banking operations for the branch banking including processing of Cash deposits or withdrawals, depositing Cheques, drafts or other negotiable Instruments for the clients• Engaged with clients in the branch and delivered an outstanding service experience through completion of customer induced transactions • Contributed to team results by listening and spotting opportunities to offer additional advice to ensure customer satisfaction• Opened customer saving accounts, deposits or loan accounts of clients • Entered customer requests relating to cheque books, ATM cum debit cards, Internet banking and Mobile banking into the bank server• Proactively took the ownership to resolve and prevent client banking problems• Managed risks by adhering to compliance routines, processes, and controlled and protected client and shareholder’s interest while completing transactions

Bachelor Of Technology (B.Tech.), Electrical, Electronics And Communications Engineering, A

Junior Associate Of Indian Institute Of Banking & Finance, Banking And Financial Support Services