Guransh Singh

Retail Banking Specialist @Steinbach Credit Union

Winnipeg, MB, CA

Opened and managed new client account, ensuring accuracy and compliance with all SCU policies and regulatory requirement.• Analyzed client’s financial situations to identify potential opportunities for growth and savings.• Maintained up-to date data records for clients in the CRM and DNA Software to ensure compliance with regulations.• Reconciled investment data while pulling credit checks and investment files to ensure qualification and compliance with policy and procedure.• Maintained strong relationships with clients and internal stakeholders while handling sensitive financial information with discretion.• Worked with cross-functional teams to ensure seamless delivery of financial solutions and assisted corporate clients with GST/HST and other corporate taxes payment.

University of Manitoba

Master of Finance (MFIN)

Delhi University

Bachelor of Commerce - BCom