Manpreet S. Email & Phone Number
Who is Manpreet S.? Overview
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Manpreet S. is listed as Branch Manager at FirstOntario Credit Union, a with 546 employees, based in Canada. AeroLeads shows a matched LinkedIn profile for Manpreet S..
Manpreet S. previously worked as Assistant Branch Manager at Meridian Credit Union and Financial Services Associate at Meridian Credit Union. Manpreet S. holds Master Of Business Administration - Mba, Business Administration And Management, General from University Of Wolverhampton.
Email format at FirstOntario Credit Union
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About Manpreet S.
Remarkable customer service experience in financial industryAbility to refer financial opportunities and generate leads Good understanding of personal banking products and investment adviseExcellent organizational, presentation and client relationship management skills
Manpreet S.'s current company
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Manpreet S. work experience
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Assistant Branch Manager
Financial Services Associate
Personal Banking Advisor
1. Analyzing client needs and presenting appropriate financial solutions including opening new accounts and personal lending. 2. Increasing customer financial confidence by addressing their concerns and providing elevated financial advice3. Working closely with existing and prospective customers to provide financial reviews, discuss portfolio updates and suggest additional personalized solutions based on their financial goals.4. Ensuring documents are prepared within business… Show more 1. Analyzing client needs and presenting appropriate financial solutions including opening new accounts and personal lending. 2. Increasing customer financial confidence by addressing their concerns and providing elevated financial advice3. Working closely with existing and prospective customers to provide financial reviews, discuss portfolio updates and suggest additional personalized solutions based on their financial goals.4. Ensuring documents are prepared within business procedures and reflecting business intentions.Working with TD financial partners in order to provide a personalized service to the clients. Show less
Customer Service Representative
1. Handling customer queries and processing various transactions.2. Recommending suitable products and services and creating referrals for financial advisors.3. Meeting and exceeding quarterly sales goals.4. Handling complaints and concerns with high professional courtesy.5. Maintaining friendly and professional customer interactions.6. Completing opening and closing procedures as a secure desk operator.
Support Officer - Small Business Banking
1. Responsible for carrying out a variety of administrative functions including Faxing outgoing 2. Documents, Sorting Incoming Faxes, Data Entry, Payout Statements, Payout Requests for Small Business Loans. 3. Processing Papers, completing registration exception report and actioning e-mails in a timely manner. 4. Identifying areas of risk and escalate emerging issues and gaps to the appropriate level 5. Supporting my team with new communications and documents for business… Show more 1. Responsible for carrying out a variety of administrative functions including Faxing outgoing 2. Documents, Sorting Incoming Faxes, Data Entry, Payout Statements, Payout Requests for Small Business Loans. 3. Processing Papers, completing registration exception report and actioning e-mails in a timely manner. 4. Identifying areas of risk and escalate emerging issues and gaps to the appropriate level 5. Supporting my team with new communications and documents for business profiles 6. Reviewing financial credit documents and entering in systems as appropriate7. Renewing loans on timely basis to mitigate financial loss to the bank Show less
Colleagues at FirstOntario Credit Union
Other employees you can reach at firstontario.com. View company contacts for 546 employees →
Tera Thorne
Colleague at Firstontario Credit UnionSmithville, Ontario, Canada
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BR
Bettina Ryan, Phd
Colleague at Firstontario Credit UnionCanada
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PP
Paige Poulin
Colleague at Firstontario Credit UnionGreater Hamilton (Burlington) Metropolitan Area, Canada
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DP
Derek Payne
Colleague at Firstontario Credit UnionGreater Toronto Area, Canada
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DH
Dorothy Haskett
Colleague at Firstontario Credit UnionCanada
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LH
Liam Henson
Colleague at Firstontario Credit UnionSt. Catharines, Ontario, Canada
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DB
Dorothy Biggar
Colleague at Firstontario Credit UnionHaldimand County, Ontario, Canada
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JA
Joyce Andrusiw
Colleague at Firstontario Credit UnionSt Catharines, Ontario, Canada
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DD
Deruytter Dan
Colleague at Firstontario Credit UnionCanada
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JN
Janet Napiero-Opoku
Colleague at Firstontario Credit UnionGreater Hamilton (Burlington) Metropolitan Area, Canada
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Manpreet S. education
Master Of Business Administration - Mba, Business Administration And Management, General
Master Of Arts - Ma, Management
Bachelor Of Commerce - Bcom, Business/Commerce, Information Technology
Frequently asked questions about Manpreet S.
Quick answers generated from the profile data available on this page.
What company does Manpreet S. work for?
Manpreet S. works for FirstOntario Credit Union.
What is Manpreet S.'s role at FirstOntario Credit Union?
Manpreet S. is listed as Branch Manager at FirstOntario Credit Union.
Where is Manpreet S. based?
Manpreet S. is based in Canada while working with FirstOntario Credit Union.
What companies has Manpreet S. worked for?
Manpreet S. has worked for Firstontario Credit Union, Meridian Credit Union, and Td.
Who are Manpreet S.'s colleagues at FirstOntario Credit Union?
Manpreet S.'s colleagues at FirstOntario Credit Union include Tera Thorne, Bettina Ryan, Phd, Paige Poulin, Derek Payne, and Dorothy Haskett.
How can I contact Manpreet S.?
You can use AeroLeads to view verified contact signals for Manpreet S. at FirstOntario Credit Union, including work email, phone, and LinkedIn data when available.
What schools did Manpreet S. attend?
Manpreet S. holds Master Of Business Administration - Mba, Business Administration And Management, General from University Of Wolverhampton.
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