Dedicated and results-oriented professional with about two years of experience in client relationship management with Scotiabank. With an ISFE Course certificate, I am skilled in understanding clients' financial and personal goals to provide tailored advice and solutions that drive economic success. I have a proven track record of exceeding targets through a goal-oriented and results-driven approach.
Qualifications
- Extensive knowledge of customer experience (CX)
- Strong literacy in financial products and solutions
- Multitasking, time management, and a result-oriented individual
- Demonstrates a high level of professionalism and ethics
- Experienced in client relationship management
- Tech-savvy; able to work with a variety of apps and gadgets
- Excellent written and verbal communication skills
- Cross-functional team player and a strong problem-solver
Related Skills
Technical Financial Services Expertise
- Adept at cash management, credit, investment, and wealth protection
- Excellent knowledge of Canadian tax, finances, and investment regulations
- Recommend financial products and services aligning with goals and risk tolerance
- Stay updated on market trends, financial products, and regulatory changes
Organizational and Customer Skills
- Meet with clients to understand their unique financial and personal goals
- Leverage digital tools to enhance client experiences and banking processes
- Develop and maintain strong, trust-based relationships with clients
- Assist clients with the onboarding process for digital banking platforms
Interpersonal and Soft Skills
- Convey information and concepts to clients in an easy-to-understand manner
- Able to attentively listen to client's needs and concerns
- Handle client complaints and resolve conflicts in a calm, professional manner
- Respect and value diverse backgrounds and perspectives
Professional Experiences
Customer Service Representative Feb 2022 – Mar 2024 Scotiabank
- Fostered relationships with clients, understanding financial and personal aims
- Provided tailored banking solutions to each client
- Utilized knowledge of cash management, credit, and investments
- Conducted marketing and outreach activities; growing the client network
- Demonstrated expertise in digital literacy; guiding in the use of banking apps
Financial Services Specialist Feb 2016 – Dec 2018 IKCO
- Analyzed company needs and provided suitable financial solutions as a team
- Handled outbound calls to inform clients about new products and services
- Contributed to increased customer engagement and satisfaction
- Ensured compliance of all works with regulatory requirements
- Developed financial plans; helped the company achieve its financial goals
- h utmost attention to client satisfaction
- Performed appointment scheduling, insurance verification, and billing processes
Educations and Certifications
Canadian Investment Fund Course Vancouver, BC ISFE Institute
Bachelor of Management Vancouver, BC Accreditation by WES in Process
Diploma in Accounting Tehran, Iran Tehran Technical Institute
Certificate of Business Law/Financial Management
Certificate of Bench and Strategic Marketing Management
