Nipun G.
Everyday Banking Advisor @ATB Financial
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WORK HISTORY
Everyday Banking Advisor @ATB Financial
Calgary, AB, CA
Roles and Responsibilities: Provide personalized advice on personal banking products, services, and solutions. Guide retail personal and business clients toward the best savings, investment, and lending products. Deepen client connections by understanding our experience standards and offering tailored,personalized advice. Promote digital tools and educate clients on their use, staying up-to-date with the latest digital trendsand technologies. Take ownership of risk and compliance management, adhering to regulatory requirements andprotecting client information from potential threats. Safeguard client information and uphold data privacy and security standards.
EDUCATION
Punjabi University
Master of Business Administration - MBA, Finance
Punjabi University
Bachelor of Commerce - BCom, Business/Commerce, General
ABOUT NIPUN G.
I am a results-driven professional with over seven years of experience in customer service, accounts payable, and team leadership, leveraging an MBA in Finance and advanced certifications in Data Analytics and Six Sigma Green Belt to drive operational excellence and client satisfaction. Currently, I serve as a Banking Advisor - Client Care at ATB Financial in Calgary, where I provide personalized advice on banking, investments, and lending products while adhering to risk and compliance standards. My expertise includes managing high-volume Accounts Payable and reconciliation, supervising teams of up to 65 members, and leading process improvement projects that resulted in a 15% increase in efficiency, utilizing technical tools like SAP and NextGen Medical Billing Software. I leverage this strong blend of financial acumen, leadership skills, and data-driven methodology to enhance client value and achieve organizational targets.
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