Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Allysa Arapura

Assistant Branch Manager
Ajax,ON

Summary

Results-oriented Assistant Branch Manager with extensive experience developing high net worth client relationships and referral networks. Top-performer with track record of consistently meeting or exceeding sales goals. Talented at educating customers on banking services and products and recommending best options to meet long- and short-term needs.

Overview

6
6
years of professional experience
6
6
years of post-secondary education
3
3
Certifications

Work History

Assistant Branch Manager

Bank of Montreal
Ajax, ON
07.2021 - 01.2023
  • Developed and managed employee schedules, balancing individual requests and requirements with business needs.
  • Managed branch team of 15 full and part-time employees.
  • Forecasted trends and recommended improvements based on financial risk analyses.
  • Implemented process improvements to increase productivity.

Personal Banker

Bank of Montreal
Ajax, ON
08.2018 - 07.2021
  • Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Promoted financial products by maintaining excellent service offering knowledge.

Customer Service Representative

Bank of Montreal
Toronto, ON
12.2017 - 08.2018
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Provided primary customer support to internal and external customers.
  • Used company troubleshooting resolution tree to evaluate technical problems and find appropriate solutions.
  • Recommended products to customers, thoroughly explaining details.

Sales Representative

Weedman
Whitby, ON
02.2016 - 11.2016
  • Speak with existing customers and prospects to discuss business needs and recommend optimal solutions.
  • Created professional sales presentations and seminars to effectively demonstrate product features and competitive advantages.
  • Developed and delivered engaging sales presentations to convey product benefits.
  • Expanded customer base and boosted profit within product line.

Education

Marketing

Seneca College of Applied Arts And Technology
North York, ON
09.2015 - 05.2017

General Arts

Seneca College of Applied Arts And Technology
North York, ON
09.2013 - 05.2015

High School Diploma -

Blessed Cardinal Newman Catholic High School
Scarborough, ON
09.2010 - 06.2013

Skills

    Relationship building and management

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Certification

BCO - Branch Compliance Officer

Timeline

Smart Serve Certified

12-2022

BCO - Branch Compliance Officer

11-2022

Assistant Branch Manager

Bank of Montreal
07.2021 - 01.2023

Personal Banker

Bank of Montreal
08.2018 - 07.2021

IFIC - Investment Funds in Canada

01-2018

Customer Service Representative

Bank of Montreal
12.2017 - 08.2018

Sales Representative

Weedman
02.2016 - 11.2016

Marketing

Seneca College of Applied Arts And Technology
09.2015 - 05.2017

General Arts

Seneca College of Applied Arts And Technology
09.2013 - 05.2015

High School Diploma -

Blessed Cardinal Newman Catholic High School
09.2010 - 06.2013
Allysa ArapuraAssistant Branch Manager