Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Certification
Timeline
Generic

Behzad Hatamikia

Burnaby,BC

Summary

Results-driven financial professional with 10+ years of progressive experience in commercial banking, cash management, and client advisory. Proven ability to drive portfolio growth, delivering tailored financial strategies, and building lasting client relationships across a wide range of industries. Brings deep expertise in treasury solutions, credit analysis, risk management, and business development paired with a consultative approach that aligns banking strategies with each client’s unique goals.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Commercial Account Representative

National Bank of Canada
09.2023 - Current
  • Provide dedicated relationship coverage to large commercial clients (annual revenues over $150MM) within the Commercial National Accounts segment, delivering tailored cash management and banking solutions to meet complex financial needs.
  • Performed detailed financial statement analysis, including cash flow, credit, and risk assessments, to support data-driven treasury, cash management, and lending decisions
  • Set up, configure, and maintain advanced treasury services including EFTs, Remote Deposit Capture (RDC), Client Funds Pooling (CFP), Mirror Accounting, and Automated Transfer Systems (ATS) in concentration account structures.
  • Apply in-depth knowledge of pricing models and financial tools—such as the Pricing Options Worksheet (POW), Relationship Activity Profile (RAP), and Customer Account Transaction System (CAT) to optimize client profitability and deal structuring.
  • Collaborate with internal stakeholders across product, legal, compliance, and operations teams to design and implement customized financial solutions that align with client goals and regulatory requirements.
  • Prepared in-depth reports on portfolio performance, and annual reviews, presenting actionable insights to senior management, and contributing to strategic decision-making.
  • Consistently recognized for performance excellence: Q4 2024 Summit Winner and proud recipient of the Advancing Together (AT) Unit Award for leadership, collaboration, and outstanding client service.



Universal Banker

CIBC
11.2020 - 09.2023
  • National Top 10% achiever in lending and mortgage gross sales (2022-2023 fiscal year).
  • Expanded and retained the mortgage book by maintaining regular client communication, and applying a consultative approach to align financial products with their goals.
  • Served as a liaison between customers, lenders, underwriters, attorneys, appraisers. throughout the life cycle of a loan.
  • Advised personal and business clients on investment opportunities, including GICs, mutual funds, and registered plans (RRSP, TFSA, RESP), tailoring recommendations to their financial goals and risk tolerance.

Financial Service Representative II

CIBC
01.2020 - 10.2020
  • Met with clients to open personal and small business accounts, providing tailored banking solutions to meet their financial needs.
  • Handled end-to-end applications for credit cards, personal lines of credit, and insurance products, delivering a smooth, personalized experience, and helping clients confidently choose the best options for their needs.
  • Acted as the first point of contact, delivering exceptional customer service while proactively addressing and resolving a wide range of client concerns.

Corporate Client Manager

Mellat Bank
03.2012 - 12.2019
  • Managed a high-value portfolio of commercial clients, delivering tailored financial solutions across lending, cash management, and trade finance, while consistently achieving growth and relationship targets through proactive service and business development.
  • Built and expanded strong client and community relationships, regularly participating in business networking events to generate referrals, promote brand visibility, and identify new market opportunities in alignment with annual business plans.
  • Provided expert advisory on commercial credit solutions, including mortgages, loans, and lines of credit, by conducting financial analysis, assessing creditworthiness, and preparing sound recommendations within risk policy and lending limits.
  • Led portfolio oversight and risk management activities, ensuring compliance with credit terms, initiating early collections on delinquencies under 90 days, and collaborating with recovery teams to support action plans on distressed or non-accrual loans.
  • Worked cross-functionally with internal teams to deliver integrated client solutions, leveraging strong communication and organizational skills, with a results-driven mindset and advanced proficiency in MS Office tools for reporting and analysis.

Education

MBA - Business Administration

University of Canada West
10-2021

Skills

  • Commercial Real Estate Analysis
  • Customer relationship management
  • Cash flow analysis
  • Treasury Solutions
  • Credit Analysis
  • Risk Management
  • AML Compliance
  • Team collaboration
  • Risk management
  • Portfolio management
  • Financial statements expertise
  • Problem Solving
  • Networking skills
  • Negotiation

Accomplishments

  • National Bank Q4 2024 Summit winner- Vancouver and Lower Mainland region
  • Award winning Advancing Together(AT) unit representative

Languages

English
Native or Bilingual
FARSI
Native or Bilingual

Certification

IFIC Investment Funds Certificate (Mutual fund License) Issued by: Investment Funds Institute of Canada

Timeline

Commercial Account Representative

National Bank of Canada
09.2023 - Current

Universal Banker

CIBC
11.2020 - 09.2023

Financial Service Representative II

CIBC
01.2020 - 10.2020

Corporate Client Manager

Mellat Bank
03.2012 - 12.2019

MBA - Business Administration

University of Canada West

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Behzad Hatamikia