Balwinder Takhar
Branch Account Manager at Ultramar- Claim this Profile
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Bio
Experience
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Ultramar
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Canada
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Oil and Gas
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500 - 600 Employee
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Branch Account Manager
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Oct 2018 - Present
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Allied Universal
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United States
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Professional Services
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700 & Above Employee
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Security Supervisor
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Apr 2016 - Present
• Conduct patrols and reports suspicious activity, safety hazards, unusual circumstances and/ or behavior, maintenance issues, accidents, injuries. • Monitor building activity to ensure the security of the facility, preventing unauthorized access Conducts various audits and complete various logs • Knowledge of working with the Lenel Security System (Guardon). Such as creating badges through I.D Credential, alarm monitoring, running reports on Lenel, etc. • Input Incident Reports in database by the end of shift. • Respond to alarms in accordance to SLA standards • Participate in Emergency Evacuation response, knowledge of responding to emergency situations such as fire, medical emergency (CPR/First Aid), robbery.
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RBC
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Canada
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Banking
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700 & Above Employee
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Banking Advisor
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Oct 2015 - Oct 2018
• Proactively engage with clients in all areas of branch, uncovering banking needs, providing advice, and identifying sales and referral opportunities. • Advice clients on tailored financial solutions such as personal/business accounts, credit cards, loans/line of credit, overdraft, mortgages, investments, insurance and estate planning that meet their needs. • Respond to client-initiated contacts, assisting with financial transactions (deposits, withdrawals, cheque cashing/ordering, bill payments, money orders and transfers, and foreign currency exchanges) while prospecting for additional sales, referral and appointment booking opportunities. • Maintain and grow the customer portfolio by identifying and promoting personal banking advice and solutions with a continuous focus on client service and new business development. • Take ownership of client problems, respond with empathy, and provide sound solutions.
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Client Advisor
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Jul 2013 - Oct 2015
• Bank Services, financial services for customers • Customer transactions, statements, deposits, bill payments, transfers, and financial loans• Recommend bank products and services, resolve problems • Exchange foreign currency, receive loan payments, and issue traveler's checks and drafts. • Investment opportunities (making phone calls, helping account managers prepare for their appointments)
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McDonald's
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United States
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Restaurants
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700 & Above Employee
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Customer Service Manager
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May 2009 - May 2014
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Peel Regional Police
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Law Enforcement
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700 & Above Employee
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Co-op Placement
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Sep 2010 - Jun 2011
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