Jaskaran Singh Csm®, Cspo®
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Jaskaran Singh Csm®, Cspo® Email & Phone Number

Internal Solutions Specialist | Meticulous Finance Professional | Honours BBA Finance Graduate | CFA® Program Participant | Humble Learner at Conexus Credit Union
Location: Regina, Saskatchewan, Canada 4 work roles 3 schools
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Current company
Role
Internal Solutions Specialist | Meticulous Finance Professional | Honours BBA Finance Graduate | CFA® Program Participant | Humble Learner
Location
Regina, Saskatchewan, Canada
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Jaskaran Singh Csm®, Cspo® is listed as Internal Solutions Specialist | Meticulous Finance Professional | Honours BBA Finance Graduate | CFA® Program Participant | Humble Learner at Conexus Credit Union, a with 628 employees, based in Regina, Saskatchewan, Canada. AeroLeads shows a matched LinkedIn profile for Jaskaran Singh Csm®, Cspo®.

Jaskaran Singh Csm®, Cspo® previously worked as Internal Solutions Specialist at Conexus Credit Union and Financial Services Representative at Meridian Credit Union. Jaskaran Singh Csm®, Cspo® holds Honours Bachelor Of Business Administration, Finance, 3.01/4.00 from Sheridan College.

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Email format at Conexus Credit Union

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Conexus Credit Union

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Profile bio

About Jaskaran Singh Csm®, Cspo®

As a Financial Services Representative at Meridian Credit Union, I merged my academic finance knowledge with a deep commitment to Member service, delivering tailor-made financial guidance. Our collaborative team effort ensured that Member satisfaction was at the forefront, utilizing generative AI to enhance our banking solutions.With a background in business administration in finance and a penchant for cutting-edge technology like NFTs, I aim to elevate financial literacy and champion academic integrity. My certifications in project management and Scrum disciplines bolster my drive to contribute strategically to our organization's goals, embodying a culture of continuous learning and service excellence.

Current workplace

Jaskaran Singh Csm®, Cspo®'s current company

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Conexus Credit Union
Conexus Credit Union
Internal Solutions Specialist | Meticulous Finance Professional | Honours BBA Finance Graduate | CFA® Program Participant | Humble Learner
regina, saskatchewan, canada
Website
Employees
628
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4 roles

Jaskaran Singh Csm®, Cspo® work experience

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Internal Solutions Specialist

Current

Regina, Saskatchewan, Canada

• Supporting the ISC team with understanding, troubleshooting and research assistance of Member transactions.• Playing a key role in proactively identifying and handling risks.• Administering GL reconciliations, remittances report views and balancing.• Interacting with team members, retail branches, and other corporate services departments to provide support, input, knowledge and feedback.• Proactively identifying and researching the best solutions that meet the Members' needs and improve their financial well-being.• Year-end submissions for CRA.• Assisting with special projects as assigned.

Dec 2024 - Present

Financial Services Representative

Brampton, Ontario, Canada

In this role, my primary responsibilities were to understand the financial needs of our Members to provide the appropriate solutions. This included completing front line transactional services to support their day to day banking, and fulfilling advisory sales such as opening new accounts, offering credit, deposit, finding opportunities for wealth referrals.Member Experience• Identified and fulfilled Member account requests and identified opportunities to grow the relationship through referrals• Provided Members with advice on designated investment and credit products by identifying and promoting the right solutions that fit their needs• Maintained discretion and confidentiality to respect Members’ privacy• With autonomy to resolve Member Concerns, looked to build action plans to avoid issues advancing• Participated in branch activities in support of expanding the Member relationship and growing our Digital Ambassador ProgramEmployee Experience• Acted as an engaged teammate and trusted partner to build and cultivate internal relationships within the Member Experience teams and cross-functional departments, while ensuring achievement of Retail Experience goals• Demonstrated empathy with colleagues by communicating thoughts and ideas openly while promoting inclusivity and a sense of belonging towards others in the workplace• Continued individual learning and development to align with Meridian values while delivering on action plans aligned with Employee Engagement resultsCommunity Experience• Promoted Meridian in our community by participating in community activities and events while demonstrating our values• Supported local community organizations and activities through Business Development and Good Neighbour Program including planning, preparation, and delivery of Meridian hosted community events

Jan 2022 - May 2024

Student Academic Integrity Ambassador

Mississauga, Ontario, Canada

• Educated students on the Academic Integrity Policy and the Academic Integrity Procedure.• Facilitated discussions between faculty members and students during suspected breaches when requested by the faculty member.• Tracked incidents of academic integrity breaches and used this information to inform decision-making.• Supported peer education on academic integrity-related matters.• Worked with Library and Learning Services to develop academic integrity workshops and learning tools.• Worked with the Centre for Teaching and Learning to integrate academic integrity principles into the curriculum and into the classroom.• Organized campaigns designed to promote learning about academic integrity and ethical standards of behavior.• Served as a role mode, advocate, and peer mentor to new and continuing students.

Oct 2017 - Apr 2018

Customer Service Representative (Star)

Mississauga, Ontario, Canada

• Interacted with prospective students and parents during tours and student visit days, answering questions and providing insight.• Worked with student ambassadors and the Sheridan Student Union (SSU) to plan, organize, promote, supervise, and evaluate Orientation and Student Life Programming to meet the needs of students.• Reviewed online communications and provided feedback and constant support for content upgrades.• Created consistent and meaningful content from the student perspective on all identified social media platforms, including writing and editing social media posts, improving engagement, and promoting social media campaigns.• Maitained day-to-day social media engagement, content and conversations across various social media platforms.• Established ways to assess, measure, and report on social media and virtual efforts.• Suggested methods to increase social media marketing efficiency.• Served as a role mode, advocate, and peer mentor to new and continuing students.

Mar 2017 - Aug 2017
Team & coworkers

Colleagues at Conexus Credit Union

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3 education records

Jaskaran Singh Csm®, Cspo® education

Honours Bachelor Of Business Administration, Finance, 3.01/4.00

Cfa® Program Participant, Finance

Cfa Institute

Working towards the Chartered Financial Analyst (CFA) designation.

FAQ

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What company does Jaskaran Singh Csm®, Cspo® work for?

Jaskaran Singh Csm®, Cspo® works for Conexus Credit Union.

What is Jaskaran Singh Csm®, Cspo®'s role at Conexus Credit Union?

Jaskaran Singh Csm®, Cspo® is listed as Internal Solutions Specialist | Meticulous Finance Professional | Honours BBA Finance Graduate | CFA® Program Participant | Humble Learner at Conexus Credit Union.

Where is Jaskaran Singh Csm®, Cspo® based?

Jaskaran Singh Csm®, Cspo® is based in Regina, Saskatchewan, Canada while working with Conexus Credit Union.

What companies has Jaskaran Singh Csm®, Cspo® worked for?

Jaskaran Singh Csm®, Cspo® has worked for Conexus Credit Union, Meridian Credit Union, and Sheridan College.

Who are Jaskaran Singh Csm®, Cspo®'s colleagues at Conexus Credit Union?

Jaskaran Singh Csm®, Cspo®'s colleagues at Conexus Credit Union include Dena Peterson, Chanpreet Kaur, Kim Theisen, Raymond Raven Robin, and Beverly Duthie.

How can I contact Jaskaran Singh Csm®, Cspo®?

You can use AeroLeads to view verified contact signals for Jaskaran Singh Csm®, Cspo® at Conexus Credit Union, including work email, phone, and LinkedIn data when available.

What schools did Jaskaran Singh Csm®, Cspo® attend?

Jaskaran Singh Csm®, Cspo® holds Honours Bachelor Of Business Administration, Finance, 3.01/4.00 from Sheridan College.

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