Tajinder Kaur Email and Phone Number

Delivered superior customer service in a high-volume branch environment, resolving client issues with tact andprofessionalism. Collaborated with financial representatives’ teams and customers to resolve banking and financial inquiries. Maintaining all operating systems to ensure full compliance with policies & procedures including company’s codeof conduct. Developed a reputation for empathy and resilience when dealing with sensitive and high-pressure situations. Fostered a collaborative team environment by providing mentorship, which enhanced productivity andcontributed to exceeding key performance indicators (KPIs)• Processed Estate Files on initial notifications received from branch partners of a deceased client.• Referred or escalate processing or operational issues as needed based on a solid understanding ofthe issue, connecting with the appropriate function to facilitate resolution and ensure that servicequality is maintained.• Processed Estate Files on initial notifications received from branch partners of a deceased client.• Referred or escalate processing or operational issues as needed based on a solid understanding ofthe issue, connecting with the appropriate function to facilitate resolution and ensure that servicequality is maintained.

Supervise the operational functions of the branch and provide solutions to any issues.Advise customers on various financial products and interview loan applicants. Direct regular team/staff meetings.• Ensure a high level of customer service is being adhered to at all times.• Meet with customers and resolve any problems or complaints.• Develop the sales focus, targeting relationship building with compressed sales cycle improving customer retention.• Plan and implement business plans and manage business records and financial statements.• Maintain all operating systems to ensure full compliance with Policies and Procedures including security measures.• Complete tasks and assignments as directed by the District Manager.• Plan and conduct regular meetings and prepare and distribute agenda and minutes.• Managing budgets, allocating branch funds, and defining financial objectives.• Manage risk and co-ordinate effective collection activities.• Ensure high employee engagement through recruiting, talent management, development, and career planning. Hired, trained and supervised all bank staff and helped them understand their work and quality standards to be attained.

• Consulted with customers to understand their financial needs and prepare individualized proposals.• Determining the income, expenses, financial objectives, or other information needed to develop a financial plan for clients.• Continually strive to achieve financial targets through the delivery of exceptional client service.• Follow up with clients to clarify important points.• Identify customer needs, explore all options and suggest different types of loans.• Manage collections activities for all past due financial accounts, maintaining an impeccable level of service.• Performing initial appraisal of potential borrowers by thoroughly examining their applications.• Conclude on all applicable financial and non-financial criteria and develop loan repayment plans.• Review and update credit and loan files.• Understand and implement all procedures relating to Recordable Transactions.• Work within established regulations and always adhere to law requirements