Simran S. Email & Phone Number

Canada

Canada

• Focus and develop employees on delivering legendary customer service and contribute to the ongoing improvement of branch Legendary Experience Index (LEI)• Responsible for recruitment, hiring, and training of CSR to further branch’s sales revenue and LEI• Conducts weekly observation coaching and feedback on all CSRs to analyze goals and objectives which in turn assists them in meeting their set business objectives• Help the improvement of staff retention through the process of… Show more • Focus and develop employees on delivering legendary customer service and contribute to the ongoing improvement of branch Legendary Experience Index (LEI)• Responsible for recruitment, hiring, and training of CSR to further branch’s sales revenue and LEI• Conducts weekly observation coaching and feedback on all CSRs to analyze goals and objectives which in turn assists them in meeting their set business objectives• Help the improvement of staff retention through the process of employee development and incentive programs, such as Personal Banking Ambassador position• Foster an environment that engages team members to provide exceptional service to clients and increase referrals to business partners• Resolve client concerns relating to wires, cheques, fraud investigations, GL Violations, and ATM disputes• Review and sign off on manager's handbook on a daily basis, including but not limited to, chargeback journals as well as RSP management exception reports• Knowledgeable of and comply with Bank and industry codes of conduct and with securities laws and regulations• Full compliance with Operational Excellence with respect to opening and closing branch procedures. Show less

Mississauga, Ontario, Canada

Understanding the banking and financial needs of customer, and provide appropriate advice and recommendations. The primary contact and resource for large/complex investment and credit needs often dealing with high value clients, and responsible for meeting or exceeding specific individual and team based business goals. consistently delivering legendary customer experiences by fostering relationship of mutual trust and confidence.

Mississauga, Ontario, Canada

Mississauga, Ontario, Canada

Specialization in Personal banking needs.

Mississauga, Ontario, Canada

Understand Customers financial needs and providing them with appropriate financial advice on investments and help them saving.Ability to guide customer in a safe investing plan to help achieve there financial goals.High level of advice for all customers on Mutual Funds, Registered savings plan, HELOC, LOC and other investment securities.Providing legendary customer service and building relationships with all my clients.Compliance.

Performs customer transactions, providing legendary service.Efficiently completes financial transactions with due diligence such as deposits, bill payments and/or any transactions.Actively engages in conversation to understand customer needs further and directing them to the appropriate advisors.Understands and analyze customer needs to accurately promote various products and investment opportunities.Actively participates in sever customer connection days to ensure that the… Show more Performs customer transactions, providing legendary service.Efficiently completes financial transactions with due diligence such as deposits, bill payments and/or any transactions.Actively engages in conversation to understand customer needs further and directing them to the appropriate advisors.Understands and analyze customer needs to accurately promote various products and investment opportunities.Actively participates in sever customer connection days to ensure that the customer experience expectations are exceeding.Successfully provides customer satisfaction ,creating a positive image by promptly assisting Customer with a variety of transactions in a professional, knowledgeable, courteous and efficient manner. Show less

To deal with costumer return policies and providing sound costumer service.Develop good relationship with all customer.Communications to costumers regarding needs and expectations through active listening.Presenting factual and logical information about services.

1.Costumer Service2. Leadership3. Communication skills.4. Marketing skills5. Master cards promotion

Business Management- Financial Services(Diploma), Finance, General

Bachelor Of Business Administration (B.B.A.), Banking And Financial Support Services, 8.1 Cgpa