Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

Chaitanya Mahajan

Regina,Saskatchewan

Summary

Dynamic banking professional with a proven track record at Bank of Montreal, excelling in relationship building and customer satisfaction. Skilled in credit analysis and operational risk management, I consistently delivered tailored financial solutions, enhancing client loyalty and exceeding performance metrics. Committed to fostering trust and providing exceptional service in fast-paced environments.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Personal Banker Associate

Bank of Montreal, BMO
12.2023 - Current
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
  • Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
  • Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.

Banking Advisor

Royal Bank of Canada, RBC
04.2023 - 08.2023
  • Extended and sustained relationships with customers to maintain and grow business.
  • Increased client satisfaction by providing personalized banking solutions and financial advice.
  • Educated customers on digital banking platforms, encouraging adoption of online services for convenience and efficiency benefits.
  • Strengthened customer relationships through timely follow-ups and proactive communication.
  • Assisted in the management of risk by adhering to compliance policies and procedures when interacting with clients.

Teller

IndusInd Bank
01.2020 - 12.2021
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
  • Processed customer transactions promptly, minimizing wait times.
  • Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
  • Educated customers on use of banking website and mobile apps.

Education

Diploma - Financial Services

Saskatchewan Polytechnic
Moose Jaw, SK
01.2022

Bachelor In Business - Finance

Manav Rachna International University
Faridabad
06.2021

Skills

  • Control testing
  • Documentation review
  • Enterprise risk management
  • Compliance monitoring
  • Incident management
  • Risk mitigation
  • Internal controls
  • Stress testing

Languages

English
Native or Bilingual
Hindi
Native or Bilingual

Certification

  • Financial Risk Manager (FRM) - Global Association of Risk Professionals. Level 1
  • Financial Risk Manager (FRM) - Global Association of Risk Professionals.level 2(ongoing)
  • Investment fund in Canada ,CSC 2022

Timeline

Personal Banker Associate

Bank of Montreal, BMO
12.2023 - Current

Banking Advisor

Royal Bank of Canada, RBC
04.2023 - 08.2023

Teller

IndusInd Bank
01.2020 - 12.2021

Diploma - Financial Services

Saskatchewan Polytechnic

Bachelor In Business - Finance

Manav Rachna International University

Similar Profiles

CREATE PROFILE
Chaitanya Mahajan