Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Certification
Timeline
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Behshad Torouseh

Vancouver,Canada

Summary

Client-focused banking and financial services professional with over 10 years of experience in financial advising, retail banking, and customer service. Expertise in delivering tailored financial solutions, managing client relationships, and ensuring compliance with regulatory standards drives consistent success. Recognized for exceptional problem-solving abilities, digital banking proficiency, and a proven track record of achieving service and sales targets in dynamic environments. Committed to enhancing customer satisfaction through exceptional service and innovative support strategies that effectively address diverse client needs.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Financial Advisor & Insurance Agent

World Financial Group
01.2023 - 01.2024
  • Delivered personalized financial planning and insurance solutions to clients.
  • Conducted over 20 virtual consultations per month using digital platforms.
  • Achieved consistent sales targets and maintained long-term client relationships.

Server & Cashier

White Spot & Fresh St. Market
01.2020 - 01.2023
  • Provided high-quality service in fast-paced retail and hospitality environments.
  • Resolved customer concerns promptly, enhancing overall satisfaction and repeat business.
  • Managed multiple priorities while maintaining accuracy and professionalism.

Retail Banking Advisor

Eqtesad Novin Bank
01.2013 - 01.2019
  • Managed 100+ client accounts, improving retention and engagement.
  • Provided advice on loans, credit, savings, and digital banking solutions.
  • Collaborated with internal teams to meet quarterly service and sales targets.
  • Promoted adoption of digital banking tools for enhanced client experience.

Customer Service Representative – Financial Services

Eqtesad Novin Bank
01.2008 - 01.2013
  • Assisted clients with account setup, transactions, and loan processing.
  • Resolved customer inquiries efficiently while adhering to compliance standards.
  • Guided clients on digital and self-service banking solutions.

Education

Bachelor of Business Administration -

University of Tehran
01.2008

Skills

  • Client Relationship Management & Customer Service Excellence
  • Banking Products & Financial Advisory (Loans, Credit, Savings, Insurance)
  • Digital & Mobile Banking Platforms
  • Compliance & Regulatory Standards (Canadian and International Practices)
  • Conflict Resolution & Problem Solving
  • Cross-Selling & Upselling Techniques
  • Portfolio Monitoring & Risk Assessment
  • CRM & Financial Software (MS Office, Banking Systems)
  • Team Collaboration & Communication

Accomplishments

  • Cashier - Achieved highest Number of new credit accounts opened within one-month period.
  • Customer Relations - Earned highest marks for customer satisfaction, company-wide.
  • Product Promotion - Up-sold products and motivated customers to upgrade current product plans.
  • Conflict Resolution - Responsible for handling customer account inquiries, accurately providing information to ensure resolution of product/service complaints and customer satisfaction.
  • Customer Follow-up - Ensured that customers were satisfied with company products and services by doing purchase follow-up calls.
  • Compiled inventory lists and worked with vendors for product pricing and special orders. Handled high volume sales with cash, credit and gift card transactions, balancing cash draw at end of shift with 100% accuracy rate.
  • Telephone Service - Professionally processed 80+ calls per day, providing information and service to ensure customer satisfaction.
  • Monetary Transactions - Handled cash, check, credit and automatic debit card transactions with 100% accuracy.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Achieved top branch ranking at CBI by successfully securing $2M in customer deposits, ensuring accuracy, compliance, and operational efficiency.

Languages

English
Professional Working
Persian
Native or Bilingual

Certification

Life Insurance License – Insurance Council of BC | 2023

Timeline

Financial Advisor & Insurance Agent

World Financial Group
01.2023 - 01.2024

Server & Cashier

White Spot & Fresh St. Market
01.2020 - 01.2023

Retail Banking Advisor

Eqtesad Novin Bank
01.2013 - 01.2019

Customer Service Representative – Financial Services

Eqtesad Novin Bank
01.2008 - 01.2013

Bachelor of Business Administration -

University of Tehran
Behshad Torouseh