AMEENA JAMES
Mississauga,ON
Summary
Results-driven banking professional with 10+ years of experience across Canadian and U.S. financial institutions, specializing in branch operations, client relationship management, and team leadership. Proven ability to drive customer engagement, manage daily operations, and resolve complex client issues in fast-paced environments. Experienced in coaching teams, handling escalations, and supporting sales-driven service delivery.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Relationship Banker
Bank of America
Houston, TX
10.2024 - 03.2026
- Delivered financial solutions tailored to client needs, supporting account growth and retention
- Built strong client relationships through proactive engagement and needs-based conversations
- Identified opportunities to promote banking products aligned with customer goals
- Resolved complex client issues related to accounts, transactions, and service concerns
- Collaborated with internal teams to improve service efficiency
- Maintained compliance with regulatory standards
Assistant Branch Manager
BMO
Canada
07.2022 - 05.2024
- Oversaw daily branch operations including service delivery, staffing, and performance management
- Coached team members to achieve service and sales targets
- Acted as escalation point for complex client concerns
- Monitored branch performance and contributed to business goals
- Ensured audit readiness and compliance
- Implemented process improvements to enhance efficiency
Personal Banker
BMO
Canada
04.2019 - 07.2022
- Provided financial advice and recommended solutions based on client needs
- Promoted banking products contributing to branch sales objectives
- Built long-term client relationships through engagement and follow-up
- Assisted clients with account servicing and payments
- Supported onboarding and training of new staff
Progress Support Leader
CIBC
Canada
09.2018 - 03.2019
- Coached advisors to improve service delivery and performance
- Coordinated workflows to enhance efficiency
Financial Services Representative
CIBC
Canada
07.2015 - 09.2018
- Delivered high-volume customer service and transaction support
- Assisted clients with financial products and services
Education
Bachelor of Arts - undefined
University of Karachi
Skills
Microsoft Excel
Banking Systems
CRM Platforms
Digital Banking Tools
Certification
- Investment Funds in Canada (IFIC)
- Branch Compliance Officer (BCO)
LANGUAGES
English (Fluent)
Urdu (Native)
Punjabi (Native)
Accomplishments
- 10+ years of progressive growth in banking and financial services
- Leadership experience in managing teams and handling escalations
Timeline
Relationship Banker
Bank of America
10.2024 - 03.2026
Assistant Branch Manager
BMO
07.2022 - 05.2024
Personal Banker
BMO
04.2019 - 07.2022
Progress Support Leader
CIBC
09.2018 - 03.2019
Financial Services Representative
CIBC
07.2015 - 09.2018
Bachelor of Arts - undefined
University of Karachi