- Web Development and Design
- Property Management
- Personal Development
Alon Funtsev
Pitt Meadows
Summary
Results-driven banking professional with expertise in customer service, credit analysis, and relationship management. Proven success in exceeding performance goals and delivering personalized financial solutions. Skilled in team collaboration, problem-solving, and using tools like Microsoft Excel to improve efficiency. Open to new opportunities to contribute and grow in a dynamic environment.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Personal Banking Associate
TD Canada Trust
11.2022 - 11.2024
- Consistently delivered personalized banking solutions, contributing to high customer satisfaction and ranking among the top performers in the team with a 90% average quarter-over-quarter.
- Exceeded performance metrics and advanced from Level 1 to Level 3 within the first 6 months, achieving 106% of goals in Q3 F24. Consistently met or surpassed targets, demonstrating strong growth with over 100% goal achievement in most quarters.
- Handled sensitive customer inquiries with discretion and professionalism, maintaining strict adherence to privacy regulations.
- Supported colleagues during peak periods as needed, fostering a positive team environment conducive to achieving shared goals.
Banking Advisor
RBC
01.2020 - 03.2022
- Worked closely with branch partners to drive success, with referrals being a key strength. In my strongest quarter, closed $4M in referrals, contributing significantly to team performance.
- Took on additional responsibilities by managing half of a senior colleague's client book during their leave, overseeing more complex lending cases, including home equity line of credit increases. Successfully met deadlines and maintained high levels of client satisfaction.
- Volunteered with JABC to promote financial literacy as part of RBC’s Future Launch program, conducting workshops on budgeting, saving, and investing.
Client Advisor
RBC
09.2018 - 01.2020
- Assisted in training new team members, sharing best practices and expertise in Client Advisor role.
- Contributed to company growth by identifying new business opportunities and cross-selling services.
- Provided exceptional customer service by efficiently processing transactions, resolving inquiries, and ensuring a positive banking experience. Built strong relationships with clients, and offering tailored solutions.
Sales Associate
GNC
06.2017 - 08.2018
- Demonstrated strong product knowledge and a commitment to continuous learning, enabling me to effectively educate customers on product benefits and features, resulting in seamless and successful sales.
- Provided positive first impressions to welcome existing, new, and potential customers.
- Rotated stock and restocked shelves to maintain product availability and store appearance.
Education
Diploma - Financial Services
Douglas College
New Westminster, BC05-2021
Skills
- Branch operations
- Cash handling accuracy
- Credit analysis
- Anti-money laundering
- Customer Service
- Microsoft Excel / Word
- Salesforce
- Web development
Certification
- Investment Funds in Canada – Canadian Securities Institute
- Personal Financial Advice – Canadian Securities Institute
- Financial Planning I – Canadian Securities Institute
Interests
Timeline
Personal Banking Associate
TD Canada Trust
11.2022 - 11.2024
Banking Advisor
RBC
01.2020 - 03.2022
Client Advisor
RBC
09.2018 - 01.2020
Sales Associate
GNC
06.2017 - 08.2018
Diploma - Financial Services
Douglas College
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