Dynamic and results-driven finance professional with over 4 years of experience in banking operations, portfolio management, and financial analysis. Skilled in delivering exceptional customer service, managing risks, and driving performance to meet and exceed business objectives. Proficient in advanced financial modeling, data analysis, and implementing strategic solutions to optimize financial performance.
• Analyzed customer portfolios to identify growth opportunities and enhance retention strategies.
• Processed and monitored back-office operations, ensuring precision and compliance with financial standards.
• Promoted card products and increased market penetration by achieving sales targets.
• Collaborated with cross-functional teams to drive operational efficiency and improve client satisfaction.
• Managed customer service for francophone markets, ensuring seamless operations for payments, refunds, and logistical processes.
• Handled escalations and provided strategic solutions to optimize client satisfaction and retention.
• Investment Funds in Canada (IFIC) (In Progress)
• Canadian Securities Course (CSC) (Planned )