Al Motani
LONDON,Ontario
Overview
32
32
years of professional experience
Work History
Consultant, Client Solutions
CIBC Bank
07.2016 - 12.2023
- Onboarding of new accounts and Cash Management Products & Services for Large Corp, Mid-Market & Independent Business Clients.
- Preparation of legal documentation for new accounts and services.
- Delivered outstanding service to clients to maintain and extend relationship for future business opportunities.
- Managed multiple deadlines across several businesses to meet dynamic needs of multiple clients.
- Created and developed detailed project plans and timelines to meet business priorities and deadlines for more complex projects.
- Liaised with customers, management, sales team and technical team where necessary to work toward successful completion of projects
- Advise on/recommend additional or alternative products and solutions that would be more suitable for clients
- Created and managed project plans, timelines and budgets.
Senior Manager, Business Implementation
HSBC Bank, Canada
02.2007 - 07.2016
- Provided strong leadership and training to enhance team productivity and morale.
- Managed large-scale projects for Global clients implementing Cash Management Products.
- Liaising with Sales, RMs and Technical Teams where necessary during implementation process
- Regular meetings with Large Corp clients with complex projects, which included the use of project plans to set timelines and monitor progress and deliverables.
- Migration of clients to new Internet Banking platform.
- Conducted performance evaluations, compensations and hiring to maintain appropriate staffing requirements.
Team Leader, Implementation
Bank Of Montreal
01.1999 - 02.2007
- Implementation of Cash Management Products and Services for Large Corporate clients
- Provide technical assistance regarding file upload and file testing
- Supervised team members to confirm compliance with set procedures and quality requirements.
- Worked with team to identify areas of improvement and devised solutions based on findings.
- Built strong relationships with customers through positive attitude and attentive response.
Accounts Position (Contract)
Griffith McBurney & Partners
08.1998 - 12.1998
- Preparation of accounts for all Partners.
- Processing of Federal and Provincial tax payments
Treasury Administrator
Canaccord Capital
05.1996 - 06.1998
- Assistant to Vice President.
- Responsible for purchases of short term investments, including Bankers Acceptance, Treasury Bills, Commercial Paper
- Buying and selling of international currencies
- Forecasting of future banking requirements.
Pricing Analyst
CCL Custom Manufacturing
06.1993 - 04.1995
- Calculation of cost of manufacturing of household products for large corporate clients
- Adjusted prices via pre-set schedules, supply management department costs and other factors on regular basis.
Mortgage Compliance Officer
UCB Homeloans
06.1992 - 08.1993
- Auditing of Residential Mortgage accounts to ensure compliance with UK Revenue laws
Education
No Degree - Canadian Operations Course
Canadian Securities Institute
06.1997
Bachelor of Arts - Business & Finance
Kingston University
Kingston, UK06.1988
Skills
- Highly Organized
- Analytical Thinking
- Project Management
- Client Engagement
- Project Implementation
- Teamwork
Timeline
Consultant, Client Solutions
CIBC Bank
07.2016 - 12.2023
Senior Manager, Business Implementation
HSBC Bank, Canada
02.2007 - 07.2016
Team Leader, Implementation
Bank Of Montreal
01.1999 - 02.2007
Accounts Position (Contract)
Griffith McBurney & Partners
08.1998 - 12.1998
Treasury Administrator
Canaccord Capital
05.1996 - 06.1998
Pricing Analyst
CCL Custom Manufacturing
06.1993 - 04.1995
Mortgage Compliance Officer
UCB Homeloans
06.1992 - 08.1993
No Degree - Canadian Operations Course
Canadian Securities Institute
Bachelor of Arts - Business & Finance
Kingston University
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