Golam Rabbi
Scarborough,ON
Summary
Results-oriented Financial Services Representative with a strong background in banking and client service. Skilled in providing tailored financial solutions, leveraging digital tools for seamless service, and building lasting client relationships. Known for problem-solving, attention to detail, and consistently exceeding client expectations. Driven by a commitment to professional growth and delivering impactful banking experiences.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Customer Service Representative
Canadian Imperial Bank of Commerce (CIBC)
01.2024 - Current
- Engaged with clients to manage their accounts and address their day-to-day banking needs.
- Provided exceptional client service by answering inquiries, assisting with transactions, and proactively identifying opportunities to meet clients' financial goals.
- Demonstrated problem-solving skills by listening to clients, understanding their needs, and taking accountability for resolving issues.
- Leveraged technology to enhance the client experience, including introducing clients to mobile banking applications and assisting with digital banking services.
- Collaborated with team members to ensure seamless service delivery and adherence to banking standards and regulations.
Senior Auditor
Hoda Vasi Chowdhury & Co
09.2018 - 10.2022
- Supervise audit field work and train team members to ensure high-quality work
- Develop audit plan based on understanding of client's business and internal controls
- Perform risk assessment procedures to identify significant risk areas
- Create planning memorandum and detailed audit program for efficient audit progress
- Maintain regular client communication and attend major meetings
- Conduct analytical review of financial statements to identify critical risk areas
- Assist client in preparing financial statements to meet required standards
- Review team members' work, provide guidance, and monitor progress of concurrent assignments
- Compile draft auditors' reports and management letters, addressing any audit issues
- Conduct final analytical reviews and assist senior management in finalizing reports.
General Service Representative
United Commercial Bank Limited
05.2017 - 08.2018
- Assisted clients with day-to-day banking needs, including deposits, withdrawals, and account openings
- Provided guidance on banking products/services, such as loans, mortgages, and credit cards
- Resolved client issues and complaints, taking accountability for errors/misunderstandings
- Acted as primary contact, answering questions and providing information on policies/procedures
- Helped clients manage banking needs through online/mobile applications.
Security Officer
Paladin Security
Scarborough
03.2023
- Ensure safety and security of people and property by monitoring areas, enforcing rules and policies
- Control access to restricted areas, respond to emergencies, alarms, and incidents promptly and professionally
- Conduct investigations, prepare incident reports, and use surveillance equipment to identify security threats
- Provide exceptional customer service to visitors and clients by assisting with inquiries and requests
- Ensure compliance with safety and security regulations, maintain accurate records, and participate in training and drills.
Education
Master of Management -
Trent University
04.2024
Bachelor's in business administration (BBA) -
North South University
08-2017
CA (CC) -
Institution of Chartered Accountant in Bangladesh (ICAB)
07-2021
Skills
- Client-Centered Approach
- Communication
- Goal-Driven Mindset
- Effective Issue Resolution
- Adaptability
Certification
- Canadian Investment Fund Course
Timeline
Customer Service Representative
Canadian Imperial Bank of Commerce (CIBC)
01.2024 - Current
Security Officer
Paladin Security
03.2023
Senior Auditor
Hoda Vasi Chowdhury & Co
09.2018 - 10.2022
General Service Representative
United Commercial Bank Limited
05.2017 - 08.2018
Master of Management -
Trent University
Bachelor's in business administration (BBA) -
North South University
CA (CC) -
Institution of Chartered Accountant in Bangladesh (ICAB)
- Canadian Investment Fund Course
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