Dilpreet Kaur

Background

About Dilpreet Kaur

As a Manager of Branch Programs at Scotiabank, I leverage my expertise in customer service and advice strategies to optimize the performance of business lines. I provide recommendations for national implementation, simplify resources, and advocate for process simplification and policy optimization. I also conduct post-delivery analysis to determine effectiveness and incorporate feedback for future deliverables. With over 9 years of experience in the banking industry, I have developed strong partnerships with Advice & Service Coaches and supported branches to strategize and deliver customer-focused advice conversations. I have also grown primary banking relationships by identifying and maximizing cross-sell of relevant products tailored to individual customers. I hold certifications in Canadian Securities and Persuasive Coaching, and I am passionate about creating financial plans and retaining and servicing current portfolios of assigned clients.