Manjot Kaur
Client Advisor @RBC
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WORK HISTORY
Client Advisor @RBC
Conduct client needs assessments and recommended tailored banking solutions, strengthening client retention.• Delivered efficient and accurate banking services through identifying client needs through active listening and referred appropriate banking products and services, contributing to cross-sell and up-sell targets.• Educated clients on digital banking tools (RBC Mobile, Online Banking) to improve customer engagement and increase self-serve usage. • Ensured compliance with operational risk and AML procedures while maintaining the confidentiality of client information.• Supported branch initiatives and participated in team huddles to share insights and best practices for improved customer experience.• Assisted in daily cash balancing, end-of-day reconciliation, and reporting, ensuring branch compliance and accuracy in cash handling. • Supported client onboarding and KYC verification, ensuring compliance with AML standards and bank policies.• Collaborated with branch leadership to develop client-focused solutions and escalate complex financial issues.• Participated in team training sessions and performance meetings, contributing to ongoing staff development.
EDUCATION
Lambton College
International Business
Panjab University
Bachelor of Business Administration - BBA
Chitkara University
Master of Business Administration - MBA, Finance and Banking
ABOUT MANJOT KAUR
Currently serving as a Client Advisor at RBC, I contribute to strengthening client retention by identifying needs and recommending personalized banking solutions. My role involves educating clients on digital banking tools such as RBC Mobile and Online Banking, fostering customer engagement, and improving self-service usage. I also ensure compliance with operational risk and AML procedures while maintaining the confidentiality of client information. With an academic foundation in International Business at Lambton College and an MBA in Finance and Banking from Chitkara University, I bring a structured approach to client engagement and banking operations. My expertise spans financial services, customer relationship management, and digital banking education, enabling me to effectively support organizational goals and enhance customer experiences.
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