Manpreet S.
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Manpreet S. Email & Phone Number

Branch Manager at FirstOntario Credit Union
Location: Canada 6 work roles 3 schools
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
Role
Branch Manager
Location
Canada
Company size

Who is Manpreet S.? Overview

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Quick answer

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.

Company email context

Email format at FirstOntario Credit Union

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FirstOntario Credit Union

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Profile bio

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

Current workplace

Manpreet S.'s current company

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FirstOntario Credit Union
Firstontario Credit Union
Branch Manager
Canada
Employees
546
AeroLeads page
6 roles

Manpreet S. work experience

A career timeline built from the work history available for this profile.

Personal Banking Advisor

Td

Ontario, Canada

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

Sep 2018 - May 2021

Customer Service Representative

Td

Ontario, Canada

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.

Aug 2017 - Aug 2018

Support Officer - Small Business Banking

Td

Ontario, Canada

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

Jun 2016 - Jun 2017
Team & coworkers

Colleagues at FirstOntario Credit Union

Other employees you can reach at firstontario.com. View company contacts for 546 employees →

3 education records

Manpreet S. education

FAQ

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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