ABIER EL KASSIS
Brampton,ON
Overview
11
11
years of professional experience
Work History
Assistant Branch Manager
Scotiabank
02.2021 - 06.2023
- Manage entire branch operation - 10 direct reports and a client base of over 14,000 clients
- Received the award for Top Branch in Toronto Region for fiscal 2022 - exceeding weekly, monthly and annual targets by over 200%
- Continuous planning and implementation of strategies to drive growth, surpass targets and provide a seamless customer experience
- Ongoing development of a high performance environment and implementing a people strategy that attracts, retains, develops and motivates the team
- Leading and championing a customer focused culture throughout the team to deepen client relationships and leverage broader bank relationships
- Reviewing and providing oversight of Real Estate Secured Lending credit files, and Investment solutions
- Anti money laundering officer - fraud detection and mitigation
- Human resource administrator - support for direct reports and acting as a liaison to recruitment for ongoing hiring and branch planning
- In branch expert of all products, solutions, and services provided
Senior Financial Advisor/Financial Advisor
Scotiabank
11.2018 - 02.2021
- Effectively managed and developed a 500+ client book of business
- Received the prestigious Culture Catalyst award for my work and contributions to district initiatives, customer relationships and team building
- In branch expert of borrowing facilities, investment solutions and day to day packages
- Consulted with clients to assess and meet short and long-term financial goals - retirement, education, major purchase and cash flow solutions
- Devised business plans and identified target customers to expand business and deepen client relationships
- Exceeded weekly, quarterly and annual targets on an ongoing basis
- Provided extensive training and coaching to build strong, talented and a client service-oriented financial team.
Customer Experience Lead
Scotiabank
06.2017 - 10.2018
- Customer Service Manager and Human Resource Administrator
- Created and maintained branch schedule
- Planned and coordinated initiatives and office events
- Set performance standards and coach towards achieving individual and branch goals
- Lead retail transformation initiatives
- Managed branch cash supply and general ledgers
- Resolved and adhere to all customer inquiries, complaints and feedback
- Disputed all fraudulent transaction and mitigate branch and customer risk
- Ensure compliance of federal, provincial and international regulations.
Customer Experience Associate/Universal Banker
Scotiabank
01.2016 - 06.2017
- Assist customers with day to day transactions
- Identify and generate referrals for client opportunities for financial growth
- Triage customer needs and provide support accordingly
- Cash handling and general ledger balancing
- Met and surpassed weekly, quarterly and annual goals.
Receptionist/Customer Service
LA Fitness
03.2012 - 03.2017
- Greet and check in all members and guests
- Answer all incoming calls and triaging needs accordingly
- Update and maintain client account information to ensure banking details and reconciliation information is up to date
- Open and close the facility on a day to day basis.
Education
York University
Toronto06.2015
Skills
- Stakeholder Management and Relationship Building
- Strategy Development and Implementation
- Leadership and Collaboration
- Sales and Service Management
- Compliance and Operations
- Conflict Resolution
Highlight Of Qualifications
- 4 years experience in a management and leadership role
- 7 years experience in the financial services industry
- 7 years of progressive experience managing internal and external stakeholders driving business growth and developing a top performing team
- 10 years in a sales and service environment
Awards
- Individual Best of the Best (Scotiabank) - Culture Catalyst 2020, Top Performer 2018, Top Performer 2016
- Best of the Best (Scotiabank), Top Branch - 2022
Timeline
Assistant Branch Manager
Scotiabank
02.2021 - 06.2023
Senior Financial Advisor/Financial Advisor
Scotiabank
11.2018 - 02.2021
Customer Experience Lead
Scotiabank
06.2017 - 10.2018
Customer Experience Associate/Universal Banker
Scotiabank
01.2016 - 06.2017
Receptionist/Customer Service
LA Fitness
03.2012 - 03.2017
York University