Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Amin Wehbe

Financial Analyst
120 Newcastle St Etobicoke ON,Canada

Summary

Versatile and results-driven operations leader with over 5 years of experience in process automation, business analytics, and cross-functional collaboration. Proven track record of driving strategic initiatives, improving operational efficiency, and influencing decision-making at senior levels. Adept at creating data-driven business cases, streamlining workflows, and providing actionable insights to support business objectives. A strong communicator with a passion for continuous improvement and delivering exceptional stakeholder value in fast-paced environments

Overview

6
6
years of professional experience
4
4
years of post-secondary education
1
1
Certification
2
2
Languages

Work History

Process Automation Specialist

Royal Bank of Canada - RBC
04.2019 - Current

Manager, Business Infrastructure & Automation Initiatives

  • Responsible for integrating, supporting and executing transformational initiatives for credit and collection system workflow tables focused on Canadian, US and Caribbean Portfolios.
  • Supporting business as usual (BAU) processes and the delivery of the department/functions goals and objectives, while managing against business plan, operational/credit risk mitigation and enhancing the client experience.
  • First point of contact for collection systems CACS, TSYS. and Third Party Applications and maintain a stream-lined one touch investigation.
  • Business Analytics - executing changes initiatives across Collections Technology and Operations
  • Maintain and create Infrastructure job aids for all lines of businesses
  • Supporting current system automation and leading, identifying, designing cross functional initiatives to enable the Risk Operations Roadmap
  • Lead and execute change while supporting employees through proactive communication. issue resolution and effective decision-making
  • Adhere to Project Management Framework, ensuring strategic goals and objectives are accomplished within approved time frames.

Operations Specialist - Cards Investigation Transaction Services

  • Responsible for actively providing expertise and consultative services regarding credit card related policy, procedural, and navigational support to internal partners and cross functional teams; branch representatives, customer service officers, credit specialists, private bankers, credit adjudication team and victims of account takeovers.
  • Assisted various departments with change by communicating new improvement plans and expectations.
  • Providing expertise in credit card balance, interest and payment calculation. Submitting credit bureau corrections and account re-aging requests when applicable if delinquent accounts were due to bank error
  • Conducted root cause analysis in deficient areas to identify and resolve central issues.
  • Constantly identifying and recommending modifications and strategies necessary for continuing the success of banking product and services

Supervisor-Help Desk Agent

  • Supervisor on floor; second point of contact for client escalations in both identifying and resolving client security concerns
  • Performing complex fraud processing activities that require extensive product knowledge, analysis, decision-making and investigative skills
  • Specialist in following exclusives work types anchored to dedicated experts core teams; private banking and high networks, cards portfolio digital portfolio provision and risk mitigation
  • Actively providing sound advice to clients that have been victims of account takeovers or how to avoid in future; sim-swaps, phishing emails and calls, mail tampered with any account/government information

Inbound Fraud Agent

  • Filing credit card claims and issuing payouts
  • Consistently ready to answer inbound calls and making every effort to keep these interactions within expected efficiency targets while delivering necessary information accurately to clients
  • Accountable to follow all established workflow, policies, procedures, and guidelines
  • Providing sound advice to clients, taking appropriate actions in securing credit card accounts and preventing fraud losses
  • Referring or escalating to appropriate areas of expertise in effort to further investigate potential risk when necessary

Education

Bachelor of Science - Health Sciences And Public Policy

University of Toronto
Toronto, ON
09.2013 - 04.2017

Skills

Proficient in Microsoft Office, including Word, PowerPoint, Excel, and Access

  • Business & Financial Acumen: Financial modeling, budgeting, ROI analysis, cost management
  • Consultative Approach: Stakeholder management, relationship building, cross-functional collaboration
  • Strategic Thinking & Problem Solving: Complex initiative management, process improvement, change management
  • Data Analytics & Reporting: SQL, Excel, Oracle Business Intelligence, Tableau, data-driven decision-making
  • Communication & Influence: Executive presentations, reporting, influencing senior leadership
  • Sales & Incentive Strategy: Sales compensation structures, incentive planning, performance metrics
  • Project Management: Leading large-scale initiatives, project execution, risk mitigation

RBC Quarterly 1 Award Recipient February 2020

Certification

Complete SQL Training Course Udemy

Timeline

Complete SQL Training Course Udemy

07-2022

Process Automation Specialist

Royal Bank of Canada - RBC
04.2019 - Current

Bachelor of Science - Health Sciences And Public Policy

University of Toronto
09.2013 - 04.2017
Amin WehbeFinancial Analyst