Manjot Aulakh
About Manjot Aulakh
Manjot Aulakh is a Senior Customer Service Associate at CIBC and a Financial Advisor at Servus Credit Union in Edmonton, Alberta, Canada.
Professional Experience at Servus Credit Union
Manjot Aulakh is currently working at Servus Credit Union as a Financial Advisor since 2019. Based in Edmonton, Alberta, Canada, his role involves advising clients on their financial needs, planning, and solutions. Through his position, he focuses on enhancing customer experiences and operational efficiencies.
Role at CIBC
Manjot Aulakh has been serving as a Senior Customer Service Associate at CIBC since 2016. Located in the Edmonton, Canada Area, he works to provide exceptional customer service while managing banking transactions and offering financial advice. His role aims to improve customer satisfaction through effective service delivery.
Education at NAIT
Manjot Aulakh studied Computer and Information Sciences at Northern Alberta Institute of Technology (NAIT). His academic background enables him to incorporate advanced technological solutions in his professional roles, supporting efficient banking operations.
IFIC Certification in Mutual Funds
Holding an IFIC certification, Manjot Aulakh specializes in mutual funds. This certification equips him with advanced knowledge and skills crucial for financial advisory roles, particularly in offering mutual fund investment solutions to clients.
Experience in Retail Banking and Sales
With 2.5 years of experience in retail banking and sales, Manjot Aulakh focuses on providing customer service and financial solutions. His expertise in these areas contributes to his effectiveness in both his current roles at Servus Credit Union and CIBC.