Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Archit Mehta

Brantford

Summary

Detail-oriented and analytical financial operations specialist with 4+ years of experience managing client programs, trade support, and account servicing in fast-paced environments. Proven expertise in maintaining and implementing customer plans, resolving deductions, forecasting volumes, and producing detailed client reporting. Excels in systems management, cross-team coordination, and delivering actionable insights to drive financial and operational performance.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Personal Banker

Bank of Montreal
05.2024 - Current
  • Maintained and updated over 120 active client portfolios, aligning plans with banking systems and client expectations within compliance protocols and deadlines.
  • Resolved deduction-related issues for client credit products by investigating variances, coordinating with internal teams, and implementing corrective actions.
  • Provided performance reporting and product recommendations to clients, improving customer retention by 18%.
  • Collaborated with client managers to follow up on escalated issues and ensure timely resolution through system updates and proactive communication.

Investment Representative

TD Waterhouse Investor Services
12.2021 - 01.2024
  • Managed high-volume trade execution and ensured accuracy of client account updates across multiple asset classes.
  • Pulled and analyzed reports related to daily trading activity, reconciling forecasted vs. actual trades and identifying discrepancies.
  • Acted as a central liaison for issue tracking, ensuring timely updates and documentation of resolutions for trade exceptions.
  • Partnered with client and operations managers to escalate unresolved deductions and discrepancies, facilitating audit-ready resolutions.

Management Trainee

Blinds to Go
09.2020 - 11.2021
  • Implemented customer engagement strategies that improved satisfaction metrics and forecast accuracy for sales and promotions.
  • Coordinated and tracked customer orders and logistics, reducing fulfillment errors by 15%.
  • Managed inventory data and promotional scheduling, ensuring timely updates in internal systems and improving program execution.

Retail Specialist

Freedom Mobile
04.2019 - 09.2020
  • Maintained up-to-date promotional plans and sales forecasting data across multiple SKUs and store systems.
  • Supported issue tracking and resolution related to inventory discrepancies and program fulfillment.
  • Delivered proactive follow-ups with store managers to close open deductions and improve reporting accuracy.

Education

Diploma - Business

Niagara College
Niagara-on-the-Lake, ON
05-2020

Skills

  • Customer Plan Implementation & Maintenance
  • Forecasting & Volume Tracking
  • Deduction Management & Resolution
  • Client Reporting (Sales & Spend, Forecast, Actuals vs Objectives)
  • Trade Lifecycle & Settlement Operations
  • Financial Data Analysis & Reporting
  • Advanced Excel (VLOOKUP, Pivot Tables, Macros, VBA)
  • System Updates & Issue Resolution
  • Client & Internal Stakeholder Communication
  • Regulatory Compliance (AML, KYC, IIROC)

Certification

  • Canadian Securities Course (CSC)
  • Conduct and Practices Handbook (CPH)
  • BMO Lending Qualified – Specialized training in personal and mortgage lending, credit risk assessment

Languages

Hindi
Native or Bilingual

Timeline

Personal Banker

Bank of Montreal
05.2024 - Current

Investment Representative

TD Waterhouse Investor Services
12.2021 - 01.2024

Management Trainee

Blinds to Go
09.2020 - 11.2021

Retail Specialist

Freedom Mobile
04.2019 - 09.2020

Diploma - Business

Niagara College

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Archit Mehta