ARSH JALOTA
Dryden,Canada
Summary
Experienced in a dynamic business environment, skilled in data analysis, stakeholder communication, and strategic planning. Seeking a new role to apply and develop these valuable skills. Committed to leveraging analytical expertise and problem-solving abilities to contribute meaningfully to organizational success.
Overview
2
2
years of professional experience
Work History
Personal Banker
BMO Financial Group
08.2024 - Current
- Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
- Build strong, long-term relationships by listening to clients' unique financial needs
- Provide expert advice on daily banking, homeownership, debt management, and long-term financial planning by leveraging advanced MS Office tools for in-depth quantitative analysis and strategic decision-making
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
Banking Advisor
Royal Bank Of Canada
04.2023 - 08.2024
- Recommend tailored solutions for everyday banking, retail investments, lending, and small business needs, with a focus on fulfilling both immediate and future financial requirements
- Ensures exceptional client experience to drive positive branch surveys, boosting NPS for both the branch and the community
- Enhanced client satisfaction by conducting comprehensive needs assessments, performing advanced quantitative analysis, and delivering data-driven, personalized banking solutions and tailored financial strategies.
- Developed strong rapport with clientele through active listening skills and empathetic understanding of their financial concerns.
Education
PGDM - Strategic Global Business Management
Conestoga College
12.2022
Bachelors of Business Administration - Finance and International Business
Christ University
06-2020
Skills
- Effective verbal and written communication skills
- Advanced proficiency in Microsoft Office Suite
- Proven ability to build strong rapport with clients
- Proficiency in Sales force CRM
- Business process improvement
- Qualitative and quantitative data analysis
Timeline
Personal Banker
BMO Financial Group
08.2024 - Current
Banking Advisor
Royal Bank Of Canada
04.2023 - 08.2024
PGDM - Strategic Global Business Management
Conestoga College
Bachelors of Business Administration - Finance and International Business
Christ University
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