Anjali Ramani
Toronto,ON
Summary
Client-focused Investment and Banking professional with 2+ years of experience in financial services, operations, and compliance. Adept at building and maintaining strong client relationships, coordinating with cross-functional teams, and ensuring timely resolution of client and operational issues. Skilled in processing financial transactions, documenting service issues, and implementing process improvements to enhance service delivery. CSC certified with expertise in investment products, client servicing, and operational support in fast-paced, regulated environments.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Financial Services Representative II
CIBC
07.2025 - Current
- Built and maintained strong client relationships by assessing financial goals, recommending compliant investment solutions, and coordinating with internal departments for seamless service delivery.
- Performed KYC and due diligence checks during account openings and renewals, ensuring compliance with regulatory and bank policies.
- Monitored client accounts and transactions, escalating suspicious or unusual activities in alignment with compliance and operational protocols.
- Assisted with operational requests such as account transfers and product set-ups, ensuring accuracy and timeliness.
- Documented client interactions, service requests, and resolutions to support audit-readiness and continuous process improvements.
Career Break
07.2024 - 05.2025
- Full-time caregiver for a family member.
Banking Advisor
Scotiaplaza, Scotiabank
04.2024 - 06.2024
- Delivered personalized financial guidance, including investment reviews, mutual funds, and registered products, ensuring product suitability and client satisfaction.
- Coordinated with internal teams to resolve client servicing issues promptly, enhancing overall client experience.
- Acted as a liaison between clients and back-office teams for account-related queries, transfers, and documentation updates.
- Provided policy and product training support to clients, ensuring they understood investment procedures and bank requirements.
- Recommended process improvements to streamline onboarding and financial planning workflows.
Customer Experience Associate
Scotiabank
07.2023 - 04.2024
- Processed 80+ daily customer transactions with accuracy and efficiency, consistently meeting internal SLAs and maintaining a Customer Pulse Score of 9/10.
- Supported day-to-day service delivery by processing transactions, bank transfers, and client requests while meeting SLA standards.
- Coordinated with internal departments to resolve service and operational issues, ensuring proactive communication with clients.
- Maintained accurate documentation of client interactions and operational tasks to support compliance and audit requirements.
- Identified and escalated service bottlenecks and process gaps, contributing to continuous improvement initiatives.
- Built trust with clients through professional communication, empathy, and problem resolution.
Customer Service/Order Processing Representative
Pizza Nova
07.2022 - 04.2023
- Managed 200+ inbound customer orders daily across 160 stores using internal POS systems, maintaining 95%+ accuracy and meeting SLA targets.
- Achieved a QA score above 90% by adhering to structured call handling, data entry protocols, and quality assurance standards.
- Handled high-volume client orders and coordinated with internal operational teams to ensure timely delivery and issue resolution.
- Acted as a key liaison between stores and clients, documenting service concerns and resolving escalations in real time.
- Improved service processes by building reporting macros in Excel, enhancing operational efficiency and client experience.
- Delivered professional customer service in a fast-paced environment, maintaining high accuracy and service quality scores.
Education
Post-Degree Certificate - Human Resource Management
York University
Toronto, ON09-2023
Post Graduate Certificate - Financial Planning
Seneca College of Applied Arts And Technology
Toronto, ON12-2022
BBA - Bachelors of Business Administration (Honours)
Ahmedabad University
Ahmedabad, India11-2020
Skills
- AML & Compliance
- Technical & Analytical Tools
- KYC Documentation & Compliance Support
- Microsoft Excel & VBA Macro
- Transaction Monitoring & Fraud Escalation
- SQL & Data Analysis
- Compliance & Documentation Accuracy
- Issue Resolution & Escalation Management
- Audit-Readiness & Documentation Accuracy
- Salesforce & CRM Systems
- Financial & Operational Support
- Client Experience & Soft Skills
- Transaction Processing & Account Management
- Client Relationship Management & Servicing
- Financial Reviews & Investment Products
- Problem Solving & First-Contact Resolution
- Trade & Transaction Processing
- Cross-Functional Team Collaboration
- Operational Efficiency & Process Improvement
- Adaptability in Fast-Paced Environments
Certification
Canadian Securities Course (CSC)
Timeline
Financial Services Representative II
CIBC
07.2025 - Current
Career Break
07.2024 - 05.2025
Banking Advisor
Scotiaplaza, Scotiabank
04.2024 - 06.2024
Customer Experience Associate
Scotiabank
07.2023 - 04.2024
Customer Service/Order Processing Representative
Pizza Nova
07.2022 - 04.2023
Post-Degree Certificate - Human Resource Management
York University
Post Graduate Certificate - Financial Planning
Seneca College of Applied Arts And Technology
BBA - Bachelors of Business Administration (Honours)
Ahmedabad University
Similar Profiles
Rita DeFazioRita DeFazio
CSR at CIBCCSR at CIBC
Saniya FrancisSaniya Francis
Mortgage Officer at CIBCMortgage Officer at CIBC
Anureen KahlonAnureen Kahlon
CIBC Spark Innovation Challenge at CIBCCIBC Spark Innovation Challenge at CIBC
Agnes OukoAgnes Ouko
TLAP Associate at CIBCTLAP Associate at CIBC
Kenrick BarnettKenrick Barnett
Digital Content Creator at Dutchpot ChroniclesDigital Content Creator at Dutchpot Chronicles