Summary
Overview
Work History
Education
Skills
Languages
Hobbies
Additional Information
Timeline
Generic

Sukhvinder kaur

Piara Waters,WA

Summary

Dynamic and attentive Personal banker specializes in retail banking, customer service and account management. Driven to help clients make responsible and financially beneficial decisions. Knowledgeable of branch operations and financial products to best support company and customers. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

11
11
years of professional experience

Work History

Personal Banker

Westpac
01.2023 - Current
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Cross-sold bank products and services to meet customer needs and provide options.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Followed up with customers to gather feedback and provide additional assistance.
  • Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Expanded client base by promoting new financial products.
  • Utilized customer relationship management software to provide accurate and complete customer service.
  • Monitored customer accounts to detect irregularities or suspicious activity.

Personal Banking Advisor

Westpac Banking
02.2021 - 04.2022
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
  • Evaluated client financial positions and identified most appropriate banking products.
  • Balanced teller drawers and ATM cash.
  • Built and maintained portfolio of loans to meet established goals and objectives.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Generated reports and analysis of customer data to identify trends and potential business opportunities.
  • Educated customers on features and benefits of banking products and services.
  • Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
  • Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.

Sales Agent

Mallison
09.2020 - 02.2021
  • Increased sales and customer satisfaction through personalized servicing.
  • Assisted call-in customers with questions and orders.
  • Offered each customer top-notch, personal service to boost sales and customer satisfaction.
  • Provided superior service to customers by quickly and courteously responding to requests, inquiries, suggestions and concerns.
  • Logged reports, expenses, receipts, and sales in company database.

Coordinator

Junior Adventures Group
05.2017 - 10.2020
  • Entered data, generated reports, and produced tracking documents.
  • Coached employees through day-to-day work and complex problems.
  • Gathered and organized materials to support operations.
  • Set priorities and problem-solved workflow issues to maintain rapport with customers and managers.
  • Participated in workshops and in-service meetings to enhance personal growth and professional development.

Room Leader

Ngala Kensington
05.2013 - 07.2017
  • Assembled components with minimal supervision, exceeding expected project milestones.
  • Used established assembly instructions to complete jobs quickly, accurately, and with zero errors.
  • Put hazardous materials in properly marked containers to avoid injuries or contamination.
  • Monitored time and attendance, enforcing compliance with company procedures relating to absenteeism.

Store Assistant

Woolworth
10.2012 - 05.2013
  • Greeted customers, helped locate merchandise, and suggested suitable options.
  • Balanced and organized cash register by handling cash, counting change, and storing coupons.
  • Remained calm and composed in tense situations involving angry or upset customers.
  • Checked pricing, scanned items, applied discounts, and printed receipts to ring up customers.
  • Displayed merchandise by arranging in appealing ways to boost sales.
  • Greeted customers entering store and offered assistance with requirements.
  • Coordinated restocking of sales floor with current merchandise and accurate signage for current promotions.
  • Managed efficient cash register operations.
  • Stocked merchandise, clearly labeling items, and arranging according to size or color.

Education

Account And Business

Delhi University
India

No Degree - Business Administration

Meditrain
Perth, WA
10.2016

Skills

  • Facility Tours
  • Cash Handling
  • Client Relationship Management
  • Business Development
  • Branch Operations
  • Financial Advisement
  • Motivational Techniques
  • Personal Advising
  • Money Transfers
  • Phone Inquiries
  • Financial Services
  • Account Management
  • Partnering and Relationships
  • Interpersonal Skills
  • Teller Transactions
  • ID Verification

Languages

Hindi
Native or Bilingual
Punjabi
Native or Bilingual

Hobbies

I am music love and also sing with a local indian band. I also do volunteer singing classes in my free time or whenever is possible.

Additional Information

-Self motivated, consistent, resilient and dedicated.

-Strong work ethic, highly reliable and hardworking.

-Superior analytical, decision making and problem-solving skills.

-Excellent organisational and time management skills with the ability to operate within timeframe and budgets.

-Excellent attention to detail.

Timeline

Personal Banker

Westpac
01.2023 - Current

Personal Banking Advisor

Westpac Banking
02.2021 - 04.2022

Sales Agent

Mallison
09.2020 - 02.2021

Coordinator

Junior Adventures Group
05.2017 - 10.2020

Room Leader

Ngala Kensington
05.2013 - 07.2017

Store Assistant

Woolworth
10.2012 - 05.2013

Account And Business

Delhi University

No Degree - Business Administration

Meditrain
Sukhvinder kaur