Chisiki Nandazi
Cranbrook,BC - British Columbia
Summary
Top-notch Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Senior Financial Sales Advisor
Scotiabank
09.2022 - Current
- Developed strong relationships with clients through regular communication and excellent customer service.
- Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments).
- Collaborated with senior management to develop strategic plans for branch expansion and improvement initiatives.
- Assisted with branch administration and ran the branch in the absence of the manager and assistant manager..
- Managed a book of the branch's high net worth clients, offering exceptional service to maintain and grow the relationships.
- Conducted comprehensive financial assessments, identifying areas of opportunity for growth and improvement in client portfolios.
- Actively participated in cross-functional teams to identify opportunities for collaboration between departments, such as wealth and business, maximizing organizational efficiency.
- Leveraged exceptional interpersonal skills to build rapport with potential customers, converting leads into long-term clients successfully.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Maintained a high level of industry knowledge, staying current on market trends and regulatory changes affecting lending practices.
- Developed strong relationships with borrowers, providing exceptional customer service and fostering trust throughout the lending process.
- Strengthened customer relationships by delivering top-notch service, understanding client needs, and offering customized solutions.
Claims Support Representative
Insurance Corporation of BC
03.2022 - 09.2022
- Provided exceptional support to claims adjusters, enabling them to focus on core tasks and expedite settlements.
- Expedited settlement processes by proactively addressing outstanding issues or concerns from policyholders and third parties.
- Developed strong working relationships with colleagues across departments to facilitate smooth collaboration on complex cases.
- Managed high volumes of incoming calls, demonstrating excellent multitasking skills under pressure.
- Reduced claim-processing time with accurate data entry and thorough review of relevant information.
- Worked productively in the fast-moving work environment to process large volumes of claims.
- Processing of invoices, payments, and financial reports to facilitate claims.
- Provided essential administrative support and resource management.
Membership Sales Representative 2
Steller Vista Credit Union
08.2018 - 02.2022
- Provided excellent customer service, resolving issues quickly, and maintaining long-term client relationships.
- Crosssold banking products and services to meet individual customer needs and boost revenue growth.
- Supported customers with online banking navigation, ensuring a seamless digital experience for users across platforms.
- Played an active role in driving sales targets by proactively pitching new products/services to both existing and prospective clients.
- Negotiated favorable terms for clients on loans and credit facilities, improving the overall profitability of the portfolio.
- Facilitated communication between various bank departments, promoting a collaborative work environment and efficient problem resolution for clients.
- Enhanced customer satisfaction by efficiently processing transactions and addressing inquiries.
- Balanced the branch cash treasury and cash drawers daily, demonstrating accuracy and attention to detail in handling large sums of money.
- Conducted financial assessments to determine eligibility for bank accounts, loans, credit cards, and other financial products.
Digital Banking Manager
First National Bank
01.2012 - 01.2017
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Maintained a professional, organized, and safe environment for employees and patrons.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Self-motivated, with a strong sense of personal responsibility.
- Collaborated with team members to achieve branch sales targets consistently.
- Analyzed competitor offerings to ensure our bank''s product suite remained competitive within the market landscape.
- Navigated complex sales negotiations, resulting in mutually beneficial agreements for both the bank and its customers.
- Partnered with colleagues from different departments to deliver comprehensive financial solutions for clients.
- Organized regular outreach initiatives to stay engaged with existing clients while also attracting new prospects into the bank''s ecosystem.
- Developed strategic sales plans, leading to increased revenue and market share.
- Targeted accounts at senior and executive levels and secured funding for future initiatives.
Education
ADVANCED DIPLOMA ( 3 YEAR) - Management Information Systems
University of Greenwich
01-2013
Skills
- Sales strategy development
- Financial planning
- Loan processing
- Banking operations
- Analytical problem solver
- Negotiation and persuasion
- Self starter
- Active listening
- Professional demeanor
- Customer relationship management
- Exceptional computer skills
- Experience with Salesforce
Accomplishments
A consistent quartely Top 10 performer in the District
Won the prestigious Best of the Best Award in 2024
Languages
English
Certification
- Mutual Funds License
- Financial Planning 1 Certification 2020 - Canadian Securities Institute
- CUIC 185 -Credit Union products and services 2018
Credit Union Institute (CUIC® Inc.) and Dalhousie University - Currently pursuing Personal Financial Planner designation.
Timeline
Senior Financial Sales Advisor
Scotiabank
09.2022 - Current
Claims Support Representative
Insurance Corporation of BC
03.2022 - 09.2022
Membership Sales Representative 2
Steller Vista Credit Union
08.2018 - 02.2022
Digital Banking Manager
First National Bank
01.2012 - 01.2017
ADVANCED DIPLOMA ( 3 YEAR) - Management Information Systems
University of Greenwich
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