Work Experience

[Toronto, ON] – [September 2022] – [February 2023]

Efficiently processing internal transfers of cash and securities using BTS, optimizing team processing time.
Analyzing and optimizing workflow for cases on Service Link, making decisions in line with RBC Regulations.
Implementing thorough validations using A+ Desktop, Client Resource, and BTS to ensure high accuracy in transfers.
Consistently preparing and submitting daily reports to management and actively engaging in team meetings.
Conducting detailed data reconciliation before closing cases to minimize discrepancies and enhance data integrity.

Reconciling and generating monthly reports for new and existing accounts in response to Canada Revenue Agency audits, and providing account-specific recommendations for the outreach department.
Conducting data entry analysis using Excel to identify variances and discrepancies for an average of 50+ daily accounts.
Ensuring continuous compliance with IIROC regulations for accounts and reporting necessary adjustments.
Recommending account restrictions in accordance with company policies for at-risk accounts.
Analyzing daily data entries in Excel, detecting and rectifying variances promptly, leading to a significant reduction in discrepancies.

Acting as a subject-matter expert in personal banking products, practices, and market trends.
Cross-selling various financial products to meet customer needs effectively.
Identifying and reporting suspicious activities in line with Anti-Money Laundering (AML) policies and BMO guidelines.
Applying "Know Your Client" processes to provide tailored financial solutions.
Executing financial transactions diligently, adhering to bank policies and procedures.

[Toronto, ON]-[February 2017]-[November 2017]

[Prosper.com]-[Financial Sales Rep]

Prospecting and qualifying new sales leads, while maintaining a robust pipeline of prospects.
Developing and executing a comprehensive sales plan.
Collaborating with the product team to articulate value propositions and influence the product roadmap based on prospect feedback.
Managing all aspects of the sales process from initial outreach to closing deals efficiently.
Ensuring the highest level of customer satisfaction by proactively anticipating and addressing client business needs.