Aly Janmohamed

• Engage with new and existing clients to start and develop
relationships
• Assist with advice driven solutions to assist clients with their
everyday banking, investment and credit needs
• Complex planning discussion for clients in their early, mid, or
retirement stage(s) of life in regards to risk planning, goal timeline
and legacy planning
• Delegate for banking advisors and client advisors with the ability to
handle situations where enhanced levels of care are required
• Advised clients on investment strategies that best suited their
individual needs and goals.
• Identified financial needs of customers through effective
questioning and listening techniques.

• Proactively engage with clients in all areas of the branch and in the
community, uncovering banking needs, providing help and advice,
as well as identifying sales and referral opportunities
• Focus on client education and demonstration, leveraging technology
to deliver a memorable client experience, drive sales, and retain
business
• Respond to client-initiated contact, assisting them with a full range
of financial transactions
• Cultivate and maintain relationships with partners to make the most
of business opportunities and referrals

• Collecting payment(s) for unpaid accounts and answer phones and confirm customer reservations and open and
close rental agreements
• Achieve monthly sales targets by recommending and explaining the
benefits of additional company services
• Build and maintain relationships with new and existing accounts
such as body shops and dealerships
• Assist with the picking up and dropping off of customers and
complete vehicle inspections
• Work as a team player with fellow staff members to optimize
branch productivity including cleaning and shuttling vehicles
• Greet customers in a professional and courteous manner and
continuously exceed their expectations
• Take part in monthly meetings to improve day-to-day operations in
the workplace