Summary
Overview
Work History
Education
Skills
Timeline
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Ali El-Dani

Calgary,Canada

Summary

Strategic, collaborative and proven adaptable professional with over 6 years experience in retail banking provision, financial services and security loss prevention

Overview

11
11
years of professional experience

Work History

Personal Banker

Bank Of Montreal
Calgary, Alberta
04.2021 - Current
  • Cultivated relationships with partners to fulfill or provide appropriate referrals for clients.
  • Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
  • Maintained and built strong client relationships through quality, personalized interactions.
  • Collaborated with team members to meet branch targets and objectives.
  • Promoted additional bank services through personal contact with customers.
  • Recognized opportunities for cross-selling additional banking products or services.
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.

Personal Banking Associate

TD Canada Trust
Calgary, Canada
06.2018 - 03.2020
  • Supervises and coaches team members on the essence of customer relations, and on properly utilizing tools and resources available
  • Involved in collaborative practices within a team of 15, by means of consistent communication and strong teamwork, collectively prioritizing business growth
  • Exceeded quarterly wealth referral goal at 225%
  • Engages in marketing and outreach activities including self-generated leads, telemarketing calls, product promotion; maintaining consistency in following up with clients in order to develop rapport and ensuring their individual financial needs are met
  • Recruits new clients by going above and beyond requirement to deliver outstanding customer service and tailored solutions
  • Takes initiative in developing and implementing proposals to expand and retain clientele, consistently enhancing business revenues and profitability
  • Practices risk management, strictly adhering to guidelines in place and following internal controls/operational regulations to enhance long-term growth

Customer Service Representative / Customer Coordinator

TD Canada Trust
Calgary, Canada
01.2014 - 06.2018
  • Conversed with clients to acquire a thorough understanding of their priorities and financial needs, offering individualized financial advice and providing long-term solutions
  • Utilized knowledge of banking and registered products, cash management and credit in order to assist clients in meeting their overall financial goals, frequently receiving exceptional reviews on my service from clients whom I assisted directly
  • Appropriated every opportunity available with each individual client by informing them of available offers, and of the benefits they were eligible to receive, habitually asking open ended questions in order to delve deeper into these client service relationships

Education

Mutual Funds Course -

Investment Funds In Canada
01.2018

Lord Beaverbrook High School -

Calgary, AB
01.2008

Skills

  • Client engagement
  • Networking and rapport building
  • Cold calling
  • Problem resolution
  • Banking procedures and products
  • Know Your Client & Anti Money Laundering
  • referring to partners

Timeline

Personal Banker

Bank Of Montreal
04.2021 - Current

Personal Banking Associate

TD Canada Trust
06.2018 - 03.2020

Customer Service Representative / Customer Coordinator

TD Canada Trust
01.2014 - 06.2018

Mutual Funds Course -

Investment Funds In Canada

Lord Beaverbrook High School -

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Ali El-Dani