Customer Service Associate - Retail Banking

Maninder Balbir Singh Customer Service Associate

*****************@*****.*** +1-765-***-**** United States maninder-balbir-singh PROFESSIONAL SUMMARY

Results-driven finance and client service professional with experience in banking and investment services. Proactive manager with leadership and strategic planning expertise, known for effective problem-solving. Passionate about customer service, displaying enthusiasm and motivation. A versatile team player with strong verbal and written communication skills, committed to positive customer experiences. Proficient in AI and internet use, demonstrating initiative, accuracy, and adaptability in handling multiple tasks and changing priorities. Successfully completed the Securities Industry Essentials (SIE) and Life, Accident and Health Insurance license. Authorized to work in the United States with no current or future sponsorship requirements and flexible to relocate.

SKILLS

Client Relationship Management

MS Office, (Word, Excel, and Outlook) and internet Problem-Solving & Conflict Resolution

Compliance & Risk Mitigation

Trade Execution & Order Placement

Team Collaboration & Cross-Functional

Coordination

Leveraging Technology

Financial Services & Investment Knowledge

Communication & Active Listening

Account Servicing & Documentation

Digital Tools & Financial Platforms

Series 7 & 66 Licensing (Willingness to Obtain)

PROFESSIONAL EXPERIENCE

Canadian Imperial Bank of Commerce,

Client Service Associate

02/2024 – 08/2024 Vancouver, Canada

•Assisted customers with a variety of banking services, including opening accounts, processing transactions, and handling inquiries.

•Provided personalized support and solutions to clients regarding banking products such as loans, credit cards, and mortgages.

•Resolved customer complaints and concerns efficiently, ensuring a positive customer experience.

•Promoted CIBC banking products and services, contributing to branch sales targets and customer retention.

•Maintained accurate customer records, transaction documentation, and compliance with banking policies.

•Processed wire transfers, money orders, and other financial services in a timely manner.

•Educated customers on online and mobile banking platforms to enhance their banking experience. Kotak Mahindra Bank, Deputy Manager 05/2021 – 12/2021 Mumbai, India

•Maintained, documented, and presented progress reports to leaders.

•Understand and determine customer needs to recommend solutions specific to the needs while exercising discretion in confidential matters.

•Connect personally with customers to advise them appropriately and clearly on banking solutions and processes.

•Help build a positive, diverse, and equitable work environment by promoting team effectiveness as well as participating in personal performance development.

•Conferred with customers each day to maintain a current understanding of needs and preferences, resolve issues, and promote brand loyalty.

ICICI Bank Ltd., Customer Service Associate 08/2018 – 03/2021 Mumbai, India

•Client Engagement – Helped clients manage their accounts and products. Focus on each client experience and make every interaction meaningful. Connect clients to the right team members who can help them reach their goals.

•Achieve assigned goals and business objectives by promoting banking solutions and completing business processes in a timely and accurate manner.

•Problem-solving – Listened, asked questions, and put myself in the client’s shoes. Acted like an owner by taking accountability for client issues and knowing when to lean on others to build a better solution together.

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•Leveraging Technology – Became a technology expert. Shared knowledge by introducing clients to mobile banking applications, assisting them to better manage their banking needs.

•Process financial transactions like deposits, withdrawals, and bill payments as per standardized operating procedures, industry regulations, and Code of Conduct and Ethics. EDUCATION

MBA in Finance, University Canada West 01/2022 – 01/2024 Vancouver, Canada Bachelor of Engineering in Chemical Engineering,

MGM's College of Engineering and Technology

04/2011 – 05/2015 Mumbai, India

Diploma in Chemical Engineering,

Government Polytechnic Thane

05/2006 – 04/2011 Thane, India

CERTIFICATES

Security Industry Essentials (SIE) - Completed on

11/14/2024

Life Accident and Health Insurance

Completed on 6/16/2026

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