Kiranjeet Sandhu

Conduct enhanced due diligence (EDD) on high-risk clients and analyze client behavior to inform compliant lifecycle messaging and campaign targeting. Collaborate with compliance and business units to ensure outreach aligns with regulatory requirements and maintain structured documentation for risk mitigation.

Resolved complex billing and payment issues, logged interactions in Salesforce to support data-driven engagement, and provided technical guidance to improve user experience and customer retention. Contributed cross-functional insights to enhance the customer lifecycle journey.

Delivered proactive client advice for personal and business banking, identified sales and referral opportunities, and supported CRM enhancements by capturing detailed customer profiles to enable campaign personalization and lifecycle management.

Supported multiple clients with responsive communication and case resolution across ticketing systems, identified churn drivers and recommended engagement improvements while maintaining consistent CRM data handling and conflict resolution.

Supervised front desk operations, trained staff, and implemented process improvements that increased operational efficiency and guest satisfaction, while collecting feedback to inform personalized communication and retention strategies.

Investigated suspicious financial activity and conducted fraud assessments that informed client outreach protocols and risk segmentation, providing insights into identity fraud patterns to shape prevention and re-engagement communications.

Provided technical support for Apple iPhone customers, coordinated cross-team ticket resolution, and analyzed recurring issues to propose improvements to communication scripts and help content that improved customer retention.

Completed a Diploma in Computer Support Network Technician focused on IT support and networking fundamentals.