Looking for a job

RAJDEEP KAUR

@rajdeepkaur

Message

I resolve banking and retirement-plan client needs across service, sales, and operations.

Canada

Message

What I'm looking for

I'm seeking a role where I can apply 15+ years of banking customer service, management, and sales experience to deliver profitable results, resolve client needs, and continue developing my financial-services knowledge.

I've supported clients at Sun Life Financial Group Retirement Services with enrolment, retirement-plan questions, account updates, digital support, and urgent case resolution. I handle inbound and outbound service, KYC, transactions, escalations, and first-call resolutions across group retirement plans.

Previously, I spent more than 12 years at CIBC in retail banking, supporting investments, lending, mortgages, account opening, estate accounts, and mutual funds. I bring customer service, sales, compliance, mentoring, and continuous-improvement experience, with a focus on positive client outcomes.

Experience

Work history, roles, and key accomplishments

Group Retirement Services

Sunlife Financial

Jan 2023 - Aug 2025 (2 years 7 months)

Handled expert queue in a fast-paced call centre environment, assisting clients across Canada with onboarding, enrolment, and retirement plan inquiries. Provided digital support, resolved cases, and mentored new employees.

Customer Service Call Centre CRM KYC Retirement Planning Digital Support Mentorship Microsoft Office AWS Connect Live Chat

Financial Service Rep - FSR II

CIBC

May 2008 - Feb 2021 (12 years 9 months)

Provided retail banking sales and service, including opening accounts, handling investments, mortgages, and lending products. Acted as custodian for financial instruments and supported staff training.