Simran Kaur

Bachelor's

Finance

Psychology

Capital One

Branch Ambassador

• Consistently address customer issues by using need-assessment tools, while delivering company values of excellence and doing the right thing as well as educate customers in bank products, services & financial matters on a daily basis • Perform KYC & AML procedures for all customers with extra due diligence, to minimize risk and ensure high customer satisfaction and maintenance of Capital One’s image • Ensure all CIP requirements are addressed upon account opening on a daily basis • Partner with various fraud lines of business in order to assess and prevent risky situations • Empower and advise customers to do transactions via other channels ie. ATMs, the mobile app, etc. • Utilize Salesforce to record customer interactions and establish successful long-term relationships