N K

Results-driven commercial support professional with experience in business banking operations, relationship management, and identifying cross-sell opportunities. Known for delivering exceptional client service, maintaining regulatory compliance, and supporting account managers in growing and retaining business portfolios. Strong interpersonal, analytical, and problem-solving abilities with a commitment to operational excellence and continuous improvement.

Commercial Services Officer - Alterna Savings (Canada)

(2025-02)

• Delivered high-quality service to commercial members by resolving complex account and product inquiries with accuracy, professionalism, and a strong client-first approach.
• Supported day-to-day commercial banking operations by processing account maintenance, managing documentation, and ensuring compliance with internal policies and regulatory requirements.
• Identified client needs and proactively referred opportunities for cross-selling and up-selling financial products and services to strengthen relationships and support business growth.
• Built and maintained strong relationships with commercial clients, partnering with account managers to escalate complex requests and provide tailored solutions.
• Maintained accurate client records across banking systems, ensuring data integrity and efficient service delivery.

Agency Manager - ATB Financial (Canada)

(2018-05 - 2024-06)

• Directed all branch operations including distribution, customer service, human resources, administration, and sales, ensuring efficient daily performance and compliance with policies.
• Analyzed local market conditions to identify new business opportunities, resulting in consistent growth in branch performance and customer base.
• Developed forecasts, financial objectives, and business plans aligned with corporate goals to meet and exceed sales targets and operational metrics.
• Managed branch budgets and resource allocation to optimize productivity and profitability.
• Led, trained, and motivated branch personnel to achieve peak performance, fostering a culture of accountability and collaboration.
• Implemented corrective actions and process improvements to enhance operational efficiency and customer satisfaction.

Relationship Specialist - ATB Financial (Canada)

(2017-09 - 2018-05)

• Built and deepened customer relationships through personalized financial solutions and proactive service.
• Educated clients on digital banking tools to enhance efficiency and customer experience.
• Collaborated with internal partners to resolve client issues and meet service expectations.
• Processed transactions and maintained compliance with operational policies and procedures.
• Supported team development through coaching, collaboration, and continuous improvement.

Applied Science - Business & Agriculture - Olds College of Agriculture & Technology (2013 - 2017)