Experienced banking professional in Digital Banking, Mortgages, Deposits, and Dealer Services at Laurentian Bank. Skilled in financial analysis, credit assessment, and risk management. Proven track record of supporting lending decisions and enhancing operational efficiency. Ready to apply my expertise to contribute as a Credit Analyst.
Overview
3
3
years of professional experience
Work History
Digital Banking Analyst
Laurentian Bank
199 Bay Street, Toronto, Ontario, M5L 0A2
05.2022 - Current
Managed a portfolio of high-value clients, ensuring their seamless transition to digital banking platforms.
Assisted clients in navigating complex transactions using online platforms, reducing errors and increasing transaction speed.
Delivered client services and acquired new relationships by cross-selling relevant products and services.
Enhanced customer satisfaction by providing efficient and knowledgeable digital banking support.
Digitized client concerns related to their accounts, improving accessibility and resolution efficiency
Participated in industry conferences to stay abreast of emerging trends and expand professional network connections.
Enhanced client satisfaction by providing comprehensive financial analyses and strategic recommendations.
Managed complex portfolios, effectively balancing risk and return to achieve client objectives.
Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
Participated in industry events and conferences to build relationships and gain market intelligence.
Presented analytical findings to senior leadership regularly, influencing strategic decision-making based on data-driven insights.
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Developed and maintained strong customer relationships, providing exceptional service and advice.
Educated customers on features and benefits of banking products and services.
Education
Diploma - Electrical Engineering
Durham College
Oshawa, ON
04-2020
Skills
Experienced in T24, and Workdesk Applications
Microsoft Office: Proficient in key applications like Excel, Word, PowerPoint, and Outlook
Portfolio management
Excellent oral and written skills very fluent in English
File Management: Accurate handling of financial documents
Interpersonal: Built strong client and advisor relationships
Client Due Diligence Analyst at Commonwealth Bank of Australia, Private BankingClient Due Diligence Analyst at Commonwealth Bank of Australia, Private Banking