Ambika Verma
New Westminster,BC
Summary
Dedicated and accountable professional with a strong focus on business analysis in the payments and digital sector of the financial services industry. My primary goal is to deliver results-oriented support within deadline-driven operations, whether working independently or as part of a team. As the key liaison between business units and stakeholders in business technology solutions, I consistently provide a superior level of service. I have a proven track record of swiftly and effectively handling projects and change requests while maintaining positive relationships with stakeholders and internal business partners.
Overview
9
9
years of professional experience
Work History
BUSINESS ANALYST-Payments and Digital
Prospera Credit Union
04.2021 - Current
- Elicit business requirements of internal customers and members through analysis, research, and documentation
- Consult with business and technical personnel to define business opportunities, analyze proposed system operations, and identify risks and deliverables needed to meet business needs
- Prepare business cases when required, to support potential payments related initiatives for management review and approval
- Review requirements generated by external partners, vendors, regulators, and work with the IT Service Delivery Team to finalize estimates, applicable use cases, and timeliness of delivery to the business
- Review change requests in partnership with the business and other groups to determine if requested changes can be met with existing functionality or require a new opportunity
- Ensure the system functionality is validated against appropriate business acceptance criteria
- Create, perform, and mentor others in the design of test plans, test scenarios and test cases
- Conduct system and user acceptance testing including the documentation of results.
FINANCIAL SOLUTIONS MANAGER
Prospera Credit Union
06.2017 - 04.2021
- Manage and advise on my segmented list of members, driving sales while generating revenue by providing outstanding customer experience and advising on specific member needs
- Building deep financial relationships with our members by using our strategic selling tools
- Proficient in using Customer Relationship Management (CRM), LOS and Ovation systems
- Underwrite mortgages from start to finish providing product knowledge in our various mortgage selections
- Mutual fund licensed- Conduct financial reviews, purchases, redemptions for our members and supporting them in reaching their financial goals
- Participate in and facilitate in regularly scheduled team meetings
- Had the privilege to be the Branch Ambassador during our merge with Prospera and continue to be the designated Ambassador
- Assisted with our Member service center during Covid
- Working closely with our Quality Assurance team during Covid for two months and assisted with mortgage deferral requests
- Volunteered within our organization for various community events
- Building strong business relationships with various business partners in the financial space such as Realtors and Mortgage brokers
- Flexible and adapt well to changing environments.
FINANCIAL SERVICE REPRESENTATIVE
Canadian Bank of Commerce (CIBC)
05.2015 - 06.2017
- Engaging clients with their immediate and future financial needs which include basic banking, lending and investments
- Mutual Fund licensed and advised clients on Registered and Non-Registered investment products while educating them on different funds available
- Assisted many clients with their mortgage and secured lending needs while also assisting clients with unsecured lending needs including debt consolidations and education line of credits
- Promote digital adoption and demonstrate this via iPads and other channels
- Worked closely with partners to promote business and bring business to the bank such as Realtors and Mortgage advisors.
Education
Certificate of Business Analysis -
UBC Sauder Continuing Business Studies
10.2024
Certificate (IFIC) -
Investment Funds In Canada
Sales and Service -
Dynamic Achievement Workshop
General Studies/Business Marketing and Communications -
Douglas College
04.2012
Skills
- Data Analysis
- Requirements Gathering
- Microsoft Office Suite
- Project Management
- Strategic Planning
- Workflow Analysis
- Quality Assurance
- Stakeholder Management
- Business Analysis
Transferableskills
Microsoft Office Certifications, Customer Relationship Management (CRM), Requirements Gathering, Lifecycle Management, Change Management, SQL databases and database querying languages, Testing and debugging, Fluent in English, Hindi, Punjabi and Urdu
Languages
English
Native or Bilingual
Hindi
Full Professional
Punjabi
Full Professional
Urdu
Full Professional
Timeline
BUSINESS ANALYST-Payments and Digital
Prospera Credit Union
04.2021 - Current
FINANCIAL SOLUTIONS MANAGER
Prospera Credit Union
06.2017 - 04.2021
FINANCIAL SERVICE REPRESENTATIVE
Canadian Bank of Commerce (CIBC)
05.2015 - 06.2017
Sales and Service -
Dynamic Achievement Workshop
General Studies/Business Marketing and Communications -
Douglas College
Certificate of Business Analysis -
UBC Sauder Continuing Business Studies
Certificate (IFIC) -
Investment Funds In Canada
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