Relationship Banker - Bank of America - Houston, TX
(2024-10 - 2026-03)
- Managed 8–12 client consultations daily, delivering tailored financial solutions and strengthening long-term client relationships
- Identified cross-selling opportunities aligned with client needs, contributing to branch sales and referral targets
- Resolved complex account and transaction issues, supporting client retention and service satisfaction
- Partnered with internal teams to improve service turnaround times and branch efficiency
- Maintained 100% adherence to regulatory and compliance standards
Assistant Branch Manager - Bank of Montreal (BMO) - Canada
(2022-07 - 2024-05)
Oversaw daily branch operations including service delivery, staffing coordination, and performance monitoring in a high-volume environment
- Led and coached a team of 6–10 employees, driving performance across service, sales, and client experience
- Acted as primary escalation authority, resolving complex client issues and service breakdowns
- Conducted audit reviews of mutual fund trades, ensuring accuracy, suitability, and compliance with internal and regulatory requirements
- Supported deal execution by funding mortgages and lines of credit for advisors, ensuring accuracy and adherence to lending guidelines
- Maintained audit-ready operations, enforcing strong compliance with internal controls and policies
- Contributed to branch performance by supporting sales and service targets through team accountability
- Implemented process improvements to enhance efficiency and reduce service delays
Personal Banker - Bank of Montreal (BMO) - Canada
(2019-04 - 2022-07)
Delivered comprehensive financial advice across lending, investments, and everyday banking solutions
- Provided investment support for mutual funds, GICs, RRSPs, TFSAs, RESPs, and RDSPs, aligning recommendations with client goals and risk tolerance
- Actively promoted and sold mutual fund products, contributing to branch investment growth
- Delivered lending solutions including personal lines of credit, loans, and residential mortgages
- Supported business banking clients with business credit cards, business lines of credit, and small business lending solutions
- Assessed client financial profiles to recommend appropriate credit and investment products while maintaining risk awareness
- Guided clients through loan, mortgage, and investment application processes, ensuring accuracy and compliance
- Consistently contributed to monthly sales and referral targets through effective cross-selling
- Managed a portfolio of retail and small business clients, increasing relationship depth and product penetration
- Collaborated with internal partners (mortgage specialists, financial planners, business advisors) for complex client needs
Progress Support Leader - CIBC - Canada
(2018-09 - 2019-03)
Led team of 15 agents to achieve performance goals and improve customer satisfaction ratings.
- Analyzed call center metrics to identify trends and optimize operational efficiency
- Facilitated weekly performance reviews, providing constructive feedback and coaching to team members
- Resolved escalated customer issues, ensuring swift resolution while maintaining service standards
- Partnered with management on strategic initiatives aimed at enhancing overall business effectiveness through improved customer engagement and team performance
Financial Services Representative - CIBC - Canada
(2015-07 - 2018-09)
- Processed 50–70+ transactions daily with high accuracy in a fast-paced environment
- Delivered consistent client service across banking products and account needs
- Maintained compliance with internal procedures and regulatory standards
