Gurpreet Kaur

Gurpreet Kaur

Primary School Teacher

Followers of Gurpreet Kaur85 followers
location of Gurpreet KaurCarmel, Indiana, United States

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  • Timeline

  • About me

    Private Client Banker at J.P Morgan Chase Bank , N.A "Dynamic Financial Services Representative | Client-Centric Professional Driving Financial Solutions | Proven Expertise in Banking and Customer Relations"

  • Education

    • University of Jammu, Jammu Tawi

      2009 - 2012
      B.com Commerce 3.46

      Equivalent to B.Com (Four years degree) as evaluated via WES

    • Lovely Professional University

      2013 - 2014
      M.Ed EDUCATION A
    • Lovely Professional University

      2012 - 2013
      B.Ed EDUCATION A
  • Experience

    • Cambridge international Foundation School

      Oct 2016 - Oct 2017
      Primary School Teacher
    • HGS - Hinduja Global Solutions

      Sept 2018 - Jun 2019
      Customer Service Associate

      • Worked on highly demanded SAP system • Listened attentively and communicated effectively to identify customer’s key concerns regarding inquiries with traceable products and services • Negotiated with customers to retain them and maintain long lasting customer relations • Recorded, verified, and processed information from various systems to trace missing products, created cases for resolving customer’s problems, assisted customers in purchasing different services i.e., mail forwarding/hold mail and service failures • Acknowledged, validated and directed the settlement of claim refunds to customers for breach of guarantee/damage to any service purchased Show less

    • CIBC

      Aug 2019 - Feb 2022

       Understood customer demands and assist them with their banking needs on a daily basis. Demonstrated flexibility by working a variety of shifts and by serving clientele with different needs. Assisted with daily branch administration work and the timely execution of the assigned tasks to ensure that the branch is running smoothly.

      • Financial Services Representative

        Sept 2021 - Feb 2022
      • Customer Service Representative

        Aug 2019 - Sept 2021
    • Chase

      Dec 2023 - now
      Private Client Banker
  • Licenses & Certifications

    • Life Insurance License

      Indian department of Insurance
      Feb 2024
    • Canadian Investment Funds Canada

      IFSE Institute
      Jun 2021
    • Series 63

      FINRA
      Feb 2024
    • Series 6

      FINRA
      Feb 2024
    • Securities Industry Essentials (SIE)

      FINRA
      Jan 2024