Simar Basi Email & Phone Number

Delta, British Columbia, Canada

• Researched industry-specific information from • outside sources. Built and maintained relationships with associates, customers and vendors.• Structured and presented business cases for credit recommendation.• Performed other duties to support goals and objectives of relationship management teams.• Completes analysis of financial statements and identifies any potential issues or concerns. Researchers industry reports and analyzes market data related to specific credit… Show more • Researched industry-specific information from • outside sources. Built and maintained relationships with associates, customers and vendors.• Structured and presented business cases for credit recommendation.• Performed other duties to support goals and objectives of relationship management teams.• Completes analysis of financial statements and identifies any potential issues or concerns. Researchers industry reports and analyzes market data related to specific credit applications.• Reviews "offer of credits" and "loan security" generated from the application tool to ensure information is complete and accurate; reviews delinquency reports and connects with TBD and/or credit services to work on resolution.• Completes required paperwork for new credit applications, ensuring all supporting documentation is in place and forwards to commercial expert for review and/or approval; ensures required information from financial statements is entered into loans origination system; completes letter of credit requests in loans origination system; and completes progress draw worksheets for construction loans and monitors loan disbursement requests.•Completes annual reviews on commercial accounts and ensures all terms and conditions are satisfied including visiting business premises when required• Reviews files to identify cross-selling opportunities and forwards to appropriate commercial banking advisors; addresses member/client complaints or concerns to the mutual satisfaction of all parties.• Establishes and maintains relationships within the branch network and the business community and follows up on incoming referrals.• Promotes the organization's image within the community through participation in community initiatives and events. Reinforces relationship management and FW sales culture through support of in-branch and companywide campaigns and recognizing employee referrals.• Create GIS in the systems Show less

Delta, British Columbia, Canada

• Pleasantly greeted customers and asked open-ended questions to better determine needs.• Maintained high customer satisfaction standards to meet or exceed targets.• Suggested add-on services that would be helpful to customers and improve bottom line.• Asset Commercial Banking Advisor with mortgage applications• Asset with annual mortgage reviews for commercial loans• Preparing letter of credit documents• Working with BC Online searches• Helping members settings up… Show more • Pleasantly greeted customers and asked open-ended questions to better determine needs.• Maintained high customer satisfaction standards to meet or exceed targets.• Suggested add-on services that would be helpful to customers and improve bottom line.• Asset Commercial Banking Advisor with mortgage applications• Asset with annual mortgage reviews for commercial loans• Preparing letter of credit documents• Working with BC Online searches• Helping members settings up Automatic Funds Transfer system• Helping members settings up Corporate Capture & First data system• Resolving issues with EFT and Online Banking• Opening business accounts such as trust accounts, corporation accounts and personal accounts• Create GIC• Preparing interest paid statements and amortization schedules for commercial loans• Answering phone calls• Attend meetings with members to explore their banking need• Prepare bank drafts and money orders Show less

White Rock

• Networked to increase client base and encourage existing clients to expand financial portfolios.• Worked closely with management to strategize sales techniques to increase branch production and customer service.• Answered customer questions and explained available services such as deposit accounts, bonds, and securities.• Deliver accurate, quick, and efficient customer service.• Processed all routine customer transactions e.g., deposit, withdrawal, and bill… Show more • Networked to increase client base and encourage existing clients to expand financial portfolios.• Worked closely with management to strategize sales techniques to increase branch production and customer service.• Answered customer questions and explained available services such as deposit accounts, bonds, and securities.• Deliver accurate, quick, and efficient customer service.• Processed all routine customer transactions e.g., deposit, withdrawal, and bill payments.• Referred customers to bank services and informed them of newproducts.• Prepare draft or money orders for customers.• Answered most client account questions and escalated more complex issues to supervisor them how to process transactions•Update profile information for clients such as their address, phone numbers.• Cross sell bank service and products such as credit cards and set up the appointments for complex products•Oder debit and credit card Show less

Surrey

• Motivated associates to consistently deliver effective selling behaviors through coaching and recognition.• Partnered with merchandising team to plan and execute floor moves, merchandise placement, and overall sales set-up.• Worked actively with management team to create daily and weekly sales plans based on weekly sales trends.• Managed inventory and receiving operations to maintain optimal stock levels and meet expected demands.• Assist new hire with… Show more • Motivated associates to consistently deliver effective selling behaviors through coaching and recognition.• Partnered with merchandising team to plan and execute floor moves, merchandise placement, and overall sales set-up.• Worked actively with management team to create daily and weekly sales plans based on weekly sales trends.• Managed inventory and receiving operations to maintain optimal stock levels and meet expected demands.• Assist new hire with training• Kept employee workloads fair and balanced to achieve objectives while maintaining high job satisfaction.• Communicated with managers of other departments to maintain transparency.• Introduced new methods, practices, and systems to reduce turnaround time.• Performance annual review for team members• Dealing with customers complaints and provide best regulations• Balancing cashier's paperwork and find discrepancies , if any• Preparing regular and clearance signs and create product list• Work with regular AP invoices• Place batteries and candies order Show less

• Answered customer telephone calls promptly to avoid on-hold wait times.• Provided primary customer support to internal and external customers.• Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.• Responded to customer requests for products, services, and company information.• Updated account information to maintain customer records.• Answered constant flow of customer calls with minimal wait… Show more • Answered customer telephone calls promptly to avoid on-hold wait times.• Provided primary customer support to internal and external customers.• Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.• Responded to customer requests for products, services, and company information.• Updated account information to maintain customer records.• Answered constant flow of customer calls with minimal wait times.• Clarified customer issues and determined root cause of problems to resolve product or service complaints.• Cross sell such as MasterCard Show less

Burnaby

• Prepare daily bank deposit and input the entries into POS system• Review daily returns entries and find discrepancies• Balancing daily cash transactions and report any issue to the higher management• Process daily cash count and order currency and coins• Review and order general office supplies for store• Place an order for candies and batteries• Order fishing and Hunting license and prepare monthly reports for the government office submission• Listen customers… Show more • Prepare daily bank deposit and input the entries into POS system• Review daily returns entries and find discrepancies• Balancing daily cash transactions and report any issue to the higher management• Process daily cash count and order currency and coins• Review and order general office supplies for store• Place an order for candies and batteries• Order fishing and Hunting license and prepare monthly reports for the government office submission• Listen customers complaints and provides the best solutions• Help management with new hires and provide training• Prepare weekly schedule for the cashiers and customer service staff• Help warehouse team with receiving regular shipments and scan the products in the POS system• Organize and process the daily Account Payable invoices• Assist administration team preparing manual invoices such as AR slips• Help administration team inputting clearance item list into the system and print clearance signs• Perform regular administration work such as fax, printing , copying etc.• Manage delivery schedule for warehouse team• Answering phone calls Show less

India

• Applied various teaching aids to minimize learning gaps and instruct and motivate students.• Evaluated and revised lesson plans and course content to achieve student-centered learning.• Tracked student progress, frequently checking in with struggling students and identifying root causes of problems.• Tested and evaluated students on materials presented in workshops and classes.• Improved student performance by defining clear goals and communicating performance… Show more • Applied various teaching aids to minimize learning gaps and instruct and motivate students.• Evaluated and revised lesson plans and course content to achieve student-centered learning.• Tracked student progress, frequently checking in with struggling students and identifying root causes of problems.• Tested and evaluated students on materials presented in workshops and classes.• Improved student performance by defining clear goals and communicating performance metrics.• Tested students to assess progress and adapted learning plans in alignment with performance.• Increased student participation via engaging lectures and assignments.• Observed and adopted new techniques from skilled instructors and lecturers.• Assisted students in retaining lecture information with creation of guides and course materials. Show less

Investment Fund

Certificate Program In General Management, Business Administration And Management, General

• Organization behaviors study • Accounting such as General Accounting, Management Accounting, Simply Accounting • Business Law • Business.

M.Phil, Business/Managerial Economics

Activities and Societies: Research Program Growth and structure of agriculture industry of India

Master'S Degree, Economics

Csc, Canadian Securities Commission