Financial & Customer Services Representative
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I am a results-driven finance and client service professional with proven experience across banking, financial advisory, account management, and customer support. I have helped individuals and businesses achieve financial clarity, resolve service issues, and build long-term relationships. Whether advising clients, managing accounts, or supporting operations, I focus on trust, tailored solutions, and measurable outcomes. I thrive in both structured financial settings and fast-paced service environments, always putting the client first.
I am open to opportunities in banking, account management, and customer service where I can make a meaningful impact through client success and operational efficiency.
I am a financial services professional with over 10 years of experience in banking, customer service operations, and financial advisory. My background includes managing high-volume transactions, supporting loan and account applications, and helping clients make informed financial decisions. I have led service teams, driven client satisfaction, and ensured full compliance with KYC and regulatory standards. I bring strong communication skills, operational leadership, and a passion for delivering solutions that support both customer success and business growth.
I hold an MBA in Business Administration and a Bachelor’s degree in Accounting/Business Administration, both evaluated as equivalent to Canadian standards by WES. I am also certified in Investment Funds in Canada (IFC) through the Canadian Securities Institute, which has enhanced my ability to support clients with informed financial product recommendations and compliance-focused advisory.