Hi, I'm

Jaskaran Kaur

Financial Service Representative

Client-focused Financial Service Representative skilled in CRM systems, payment processing, and delivering secure financial support.

7+

Years Of Experience

500+

Projects Completed

2+

Certifications

My Skill Set

I Provide Wide Range Of Skills

CRM & Financial Tools

Expert in using Salesforce, Amazon Workspace, and account lookup systems to resolve financial queries and manage client data.

Regulatory Compliance

Ensuring 100% quality and policy compliance through PCI-DSS practices, auditing procedures, and secure customer data handling.

Client Interaction & Problem Solving

Skilled in resolving 70+ customer issues daily, maintaining CSAT scores, and using scripted workflows for financial account resolution.

Why Choose Me

My Experience Area

CRM Tools Expertise

95%

Customer Communication

95%

Problem Solving

85%

Data Entry & Navigation

85%

Financial Systems Handling

90%

Regulatory Compliance

90%

Documentation Accuracy

80%

Team Collaboration

80%

Projects

My Amazing Works

Independent Insurance Advisory – World Financial Group

3 months

Portfolio Management

3 months

Experience

Tim Hortons

Shift Supervisor

September 2018 – September 2020

Managed 6–8 team members per shift, ensuring 90%+ order accuracy and on-time delivery during peak hours.
Boosted shift productivity by 20% through efficient task delegation and role rotation.
Conducted weekly performance reviews to coach underperforming team members using KPI dashboards.
Maintained team coordination and workflow balance through structured shift planning and reporting.
Resolved 100% of customer complaints on shift, ensuring smooth service transitions and post-shift documentation.

A&W Canada

Food Service Supervisor

October 2020 – August 2022

Led a team of 10+ employees to ensure timely service, task completion, and high customer satisfaction.
Increased restaurant performance by 18% through strategic planning and operational improvements.
Reduced inventory waste by 30% and optimized food preparation time by 22%.
Managed weekly vendor coordination and supply procurement to maintain 98% stock availability.
Ensured food safety and workspace cleanliness by supervising compliance during all shift hours.

Alliance One (Client: Toyota Financial Services)

Customer Service Representative

October 2022 – May 2025

Managed 70+ daily lease and loan customer accounts using CRM tools like Salesforce and Amazon Workspace.
Delivered 100% CSAT and 89% ESAT scores through accurate query resolution and service excellence.
Ensured PCI-DSS compliance and secure handling of financial data across digital platforms.
Maintained 100% quality audit scores by following procedures and verifying transaction accuracy.
Assisted U.S.-based clients with financial account servicing using secure virtual systems and scripted workflows.

DEGREE

EDUCATION

Diploma in Business

May 2017 – December 2018

Seneca College, Toronto, Canada

Certifications:

• LLQP Exams • OMVIC License

Clients Are Satisfied For Our Work, View Feedback

Exceptional Customer Handling

“Jaskaran consistently delivers outstanding service and is quick to resolve complex account issues with care and precision.”

Amanda Lewis

Team Lead, Alliance One

Reliable and Quality-Driven

She’s an asset to any team—dedicated, detail-oriented, and always compliant with financial service protocols.”

Richard Thomas

Operations Manager, Toyota Financial Services

Let's Connect

Please fill out the form on this section to contact with me. Or call between 9:00 a.m. and 8:00 p.m. ET, Monday through Friday

Let's message me and mack something together

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