Amrita Tewari Rana
Kitchener,ON
Summary
A dynamic and detail-oriented professional who excels in providing exceptional customer service, fostering engagement, and cultivating a positive environment for clients, stakeholders, and team members. Thrives in challenging work environments and is eager to reinvent and pivot the career while embracing calculated risks.
Overview
16
16
years of professional experience
Work History
Office Admin
Waterloo Region District School Board
2022.08 - Current
- Maintain good public relations by interacting positively with students, teachers and parents.
- Maintain and update student information systems and multiple databases across the school Board.
- Handling all admission queries for domestic and international students and managing the admission process for intake of students
- Enhanced office efficiency by streamlining administrative processes and implementing new organization systems.
- Analyzing new students intake data and providing reports to School Principal and Board staff and admission coordinators
- Liaising with the International Admissions office for newcomers to Canada and supporting International Registrations.
Admissions Officer
Waterloo Region District School Board
2021.12 - 2022.08
- Act as the primary point of contact for prospective international students and families, respond to telephone, written, in-person and electronic inquiries on application processes, application status and requirements
- Screen registration information received on Laserfiche and review, evaluate international student applications
- Verifying documents including immigration paperwork, conducting virtual meetings with families and issuing Letters of Admission
- Liaise with International Admissions Officers on fee paying and fee exempt applicants
- Develop, maintain, and review procedures related to the application process and International Applicant Portal.
- Developed an efficient system for tracking application statuses, ensuring accurate information was readily available at all times.
Customer Service Representative
Bank of Montreal
2021.11 - 2021.12
- Identifying customer needs and providing advice and guidance regarding financial solutions such as opening check in /savings accounts, issuing new debit and credit cards etc
- Supports customer requests for banking services, including handling transactions and supporting customers who walk into the branch
- Managing, and reconciling cash transactions between treasury and various branch units
- Offering online banking to customers and moving them to digital banking and self-service options in order to reduce branch traffic
- Monitoring client accounts on a usual basis and identifying, reporting suspicious patterns of activity that are suspected to be related to money laundering.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Client Coverage Manager
Standard Chartered Bank-Bahrain
2016.04 - 2019.10
- Oversee and support due diligence (KYC) and annual renewals for newly opened or existing Commercial Banking clients to ensure compliance with Central Bank’s policies and guidelines
- Conduct thorough and comprehensive customer due diligence(CDD) investigations to verify customer identities, assess risk levels, and ensure compliance with Anti- Money Laundering (AML) and CounterTerrorism Financing (CTF) regulations
- Organize and assign monthly workload of the due diligence team and monitor progress on a daily basis
- Managing the team’s daily production and reporting to the Head of Due Diligence and contributing to manual KPIs
- Assist the Head of Due Diligence in growing the team and champion its values by; leading regular and ad hoc meetings with the team, train and mentor team members, assist Head of Due Diligence in yearly appraisal and hiring interviews for due diligence team members.
- Developed strong relationships with internal stakeholders to foster seamless communication throughout the KYC process.
- Played a key role in audits by providing well-documented evidence of compliance with relevant regulations and policies.
Associate
Standard Chartered Bank-Bahrain
2009.02 - 2016.04
- Opening commercial banking accounts and providing online banking services
- Receive and review client’s audited financials to prepare credit and loan documentation for borrowing client
- Prepare appropriate loan documentation and monitoring loan repayment cycles for the portfolio to ensure sufficient funds are available in client’s accounts to manage payment in a timely and accurate manner
- Update client records and manage end-to-end KYC processes for new and existing customers, ensuring compliance with internal policies and regulatory guidelines
- Conducted periodic reviews of customer accounts to assess risk levels and performed necessary due diligence to ensure the continuous monitoring of customer profiles
- Developed and maintained KYC-related documentation, including customer risk profiles, risk assessment reports, and enhanced due diligence records.
Education
Masters in Business Administration- Finance -
Birla Institute of Technology, India
01.2007
Bachelors in Commerce -
Gargi College, University of Delhi, India
01.2004
Skills
- Client servicing and student services in public school board within KW region.
- Fluency in multiple languages(South East Asian ) such as Hindi, Urdu, Punjabi and conversational knowledge of Arabic
- Interpersonal skills and experience of working with diverse clientele, including newcomers to Canada and new Canadians
- Multitasking and time management to handle multiple high priority tasks and projects in dynamic work environment.
- Maintaining confidentiality and diplomacy.
Accomplishments
- Collaborated with team members of 3 in timely delivery and approvals of KYCs and ensured no KYCs go overdue in the Commercial Banking portfolio. (Standard Chartered Bank-Bahrain)
- Worked on moving clients to digital banking platforms and reduce footfall in the branch.(Standard Chartered Bank-Bahrain)
Timeline
Office Admin
Waterloo Region District School Board
2022.08 - Current
Admissions Officer
Waterloo Region District School Board
2021.12 - 2022.08
Customer Service Representative
Bank of Montreal
2021.11 - 2021.12
Client Coverage Manager
Standard Chartered Bank-Bahrain
2016.04 - 2019.10
Associate
Standard Chartered Bank-Bahrain
2009.02 - 2016.04
Masters in Business Administration- Finance -
Birla Institute of Technology, India
Bachelors in Commerce -
Gargi College, University of Delhi, India
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