Jaspreet kaur sandhu

Advice centre Banking Advisor

RBC

Nov 2024 - Nov 2025 (1 year 1 month)

• Managed high-volume inbound and outbound customer interactions, delivering professional,
efficient, and personalized service.
• Conducted in-depth needs assessments to recommend appropriate banking products, including
credit cards and small business solutions.
• Acted as a trusted advisor by providing guidance on credit strategies, digital banking tools, and
financial products aligned with customer goals.
• Consistently identified sales and referral opportunities, contributing to revenue growth and business
line expansion.
• Achieved 95% customer satisfaction (CSAT) by resolving inquiries promptly and delivering a positive
customer experience.
• Handled end-to-end call outcomes, including

Insurance Advisor

World Financial Group

Nov 2022 - Aug 2024 (1 year 10 months)

• Manage daily interactions with clients, including handling inquiries, processing transactions,
and resolving account-related issues.
• Assist customers with short and long-term financial needs and understanding financial
products and services suitable for them.
• Ensure compliance with insurance policies and regulatory requirements while maintaining
high standards of customer service.
• Resolve customer issues related to product/service, claims.
• Utilize CRM software to track customer interactions, update records, and follow up on
pending issues.
• Achieve a 90% customer satisfaction rating through proactive problem-solving and effective
communication.

Operational Specialist

SkipTheDishes

Mar 2021 - Sep 2024 (3 years 7 months)

• Managed inbound customer interactions, resolving issues efficiently and improving overall
customer experience.
• Acted as the first point of contact for troubleshooting, ensuring fast and effective resolution on
first contact
• Analyzed customer issues and trends to proactively improve service delivery and reduce repeat
concerns
• Increased customer satisfaction by 30% through effective communication and solution-oriented
support
• Delivered product guidance and support, improving customer understanding and engagement
• Collaborated with cross-functional teams to enhance processes and customer outcomes
• Maintained detailed records of customer interactions to support reporting and continuo

Cashier

Popeyes Louisiana Kitchen

Jul 2019 - Sep 2020 (1 year 3 months)

• Processed day-to-day transactions, contributing to a positive customer experience and
building strong relationships.
• Identified and fulfilled sales opportunities, supporting branch targets and enhancing service
quality.
• Trained new staff, fostering a collaborative and effective work environment.

Jaspreet kaur sandhu

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Résumé

Jaspreet kaur sandhu

About

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Behavioral traits