Daouda Diallo
Moncton,Canada
Summary
Goal-oriented sales person with distinguished experience in financial industry and proven leadership abilities. Expert in increasing customer satisfaction while driving revenue and sales. Committed to streamlining procedures to mitigate all types of risk the organization may encounter.
Overview
9
9
years of professional experience
Work History
Business Account Manager
National Bank Of Canada,
Moncton, NB
11.2022 - Current
- Strengthen client relationships by actively listening to their needs and providing tailored financial solutions;
- Increase loan approval rates by conducting thorough credit assessments and presenting compelling business cases to the credit risk department;
- Manage and Optimize portfolio performance by closely monitoring account activities and proactively addressing potential issues or risks;
- Participate in networking events and industry conferences to maintain strong connections within the business community;
- Collaborate with cross-functional teams to streamline internal processes to improve efficiency in client servicing;
Mortgage Development Manager
National Bank Of Canada
Moncton, NB
08.2021 - 10.2022
- Analyze applicants credit profiles to determine appropriate financing options based on individual needs and risk factors;
- Negotiate favorable terms with clients by leveraging extensive knowledge of lending guidelines and industry regulations;
- Develop new business opportunities by attending networking events, trade shows, and seminars;
- Achieve monthly sales goals consistently by proactively seeking new referral sources and maintaining strong relationships with existing partners and clients;
- Assist clients in understanding complex mortgage terms, enabling them to make informed decisions about loan options;
- Increase mortgage loan portfolio by developing and maintaining relationships with realtors, builders, and financial professionals;
Senior Personal Financial Advisor
National Bank of Canada
Moncton, NB
10.2018 - 08.2021
- Analyze clients financial situations to offer products to improve standard of living (financing and investing);
- Guide clients through major life transitions such as career changes or family expansions, adjusting financial plans accordingly;
- Monitor clients investment to determine changes to improve performance or accommodate life changes;
- Initiate customer relationships through prospecting, lead utilization, local market and community involvement;
- Ensure effective risk management by following compliance procedures, rules and policies;
- Advise clients on portfolio allocation and various investment types;
Mortgage Operations Officer
First Canadian Title
Moncton, NB
04.2015 - 09.2018
- Manage a portfolio of clients and provide them an operational support for their mortgage transactions;
- Provide and maintain customer service and business relationships with borrowers, lawyers, bankers, brokers, etc.;
- Prepare mortgage documents to be signed at the lawyer’s office for the closing of transactions;
- Request and review payouts statements;
- calculate disbursements and pay existing mortgages and other personal debts as required;
- Negotiate with lawyers for fees and appointments with clients if necessary;
Education
Certificate - Commercial Banking And Credit Analyst
Corporate Finance Institute
Vancouver, BC07.2021
Master of Arts - Public Administration
University of Moncton
Moncton, Canada05.2014
BBA - Economics
University of Kindia
Guinea06.2011
Skills
- Sales and Business Development
- Relationship Management
- Excellent Knowledge in Credit and Financial Analysis
- Customer Portfolio Management
- Verbal and written communication
- Team work and leadership
Accomplishments
- Scholarship of merit while studying Master's Degree in Public Administration;
- Win the Best Financial Advisor in Canada in 2020 at National Bank;
- Dean's List, honor roll and Ace while studying for the Commercial Banking and Credit Analyst Credentials;
- Obtain "distinctive" as rating performance in my roles year over year at the Bank;
Community And Volunteer
- President, Guineans Community Association in Greater Moncton Area, Moncton, 02/01/15, 02/01/17
- VP of Finance , Students Association of the Faculty of Arts and Social Sciences of University of Moncton, Moncton, 09/01/13, 04/01/14
References
The references will be provided on demand.
Hobbies and Interests
Driving, swimming, active leaner on Economy, business, IT start up and Fintech
Timeline
Business Account Manager
National Bank Of Canada,
11.2022 - Current
Mortgage Development Manager
National Bank Of Canada
08.2021 - 10.2022
Senior Personal Financial Advisor
National Bank of Canada
10.2018 - 08.2021
Mortgage Operations Officer
First Canadian Title
04.2015 - 09.2018
Certificate - Commercial Banking And Credit Analyst
Corporate Finance Institute
Master of Arts - Public Administration
University of Moncton
BBA - Economics
University of Kindia