Dinuk Abeysekera

Processed securities and transfer requests for registered and non-registered accounts

Administered account opening and closure requests for clients including estate accounts

Coordinated with other financial institutions, pension plans and custodians so transactions can be processed within internal operational parameters

Performed daily reconciliation of completed transactions and assisted with company audits

Experience handling GIC and exempt market product transactions trading OTC

Provided customer service support for Vancity Visa cardholders through inbound and outbound calls

Educated clients on Visa products, accessing online features and fraud prevention

Utilized TSYS 2 to manage account servicing for clients while also providing credit limit increases based on credit history, income and credit score

Achieved quality assurance and performance standards during tenure

Processed daily client transactions and account opening procedures

Provided referrals to financial planners after identifying client needs and inquiries

Helped clients directly in person transition to online banking services

Performed end of day balancing with closing vault and security deposit procedures