Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Dorothy Ampomah, MSc, CIFC.

Timmins,ON

Summary

Detail-oriented and highly skilled banking and finance professional with excellent communication skills. Highly efficient with a track record of meeting deadlines and customer expectations. Dorothy has remarkable multitasking skills drawn from juggling a variety of different tasks in very fast paced work environments. Demonstrated ability to adapt and constantly finding new ways to improve efficiency at work. Self-motivated, result-driven and shows initiative in all aspects of work.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Personal Banker

TD Bank
03.2023 - Current
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Cross-sold bank products and services to meet customer needs and provide options.
  • Promoted financial products by maintaining excellent service offering knowledge.

Banking Advisor

Royal Bank of Canada
08.2021 - 03.2023
  • Contacted prospective clients to generate new loans, deposits and business to achieve company production goals.
  • Communicated lending decisions to customers.
  • Extended and sustained relationships with customers to maintain and grow business.
  • Worked with customers to procure updated financial information on continuous basis.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Performed due diligence and valuation processes.
  • Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.

Customer Service Representative

Bank of Montreal
11.2020 - 06.2021
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Supported customer requests for banking needs, handling transactions and customer inquiries.
  • Responded to customer requests for products, services and company information.
  • Collected customer feedback and made process changes to exceed customer satisfaction goals.
  • Reviewed customer profiles and assisted customers to identify potential opportunities.
  • Contributed to meeting branch business expectations and improving customer experience.
  • Organized work information to ensure accuracy and completeness.
  • Offered guidance and recommendations to clients on the various digital and self-serve options with the aim of making it easy, simple and fast to banking.

Customer Service Representative

The Brick
08.2019 - 11.2020


  • Offered advice and assistance to customers, paying attention to special needs or wants.
  • Recommended products to customers, thoroughly explaining details.
  • Assisted customers with setting appointments, special order requests, and arranging merchandise pick-up.
  • Fielded customer questions regarding available merchandise, sales, current prices and upcoming company changes.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.

Volunteer Administrative Officer/Fundraising Coordinator

Hazael Haven Inc
10.2014 - 07.2019
  • Worked with marketing team on development and delivery of creative campaigns to support fundraising activities.
  • Supported cash flow management by developing projections for annual donations, sales and grants.
  • Researched and identified potential donors.
  • Planned and implemented fundraising events.

Assistant Land Administration Officer

Lands Commission
10.2011 - 09.2013
  • Assessment and valuation of properties including surveying, quantity surveying, drawing building layout plans and preparation of valuation reports and project schedules.
  • Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork.

Customer Care Representative

Techmahindra
05.2010 - 09.2011
  • Providing customer service solutions for a leading telecommunication firm for a range of products and services
  • Ensuring quality service provision through excellent customer relations.

Assistant Valuer

Social Security and National Insurance Trust
07.2009 - 08.2010
  • Valuation of landed properties for the Property Valuation Unit
  • Preparation of work and payment order for the Plant and Equipment Unit
  • Assisted in field inspections and preparation of valuation and progress reports.

Education

Master of Science - Urban Management And Development Studies

Erasmus University, Rotterdam
Rotterdam, Netherlands
09.2013

Bachelor of Science - Land Economy

Kwame Nkrumah University of Science And Technology
Kumasi, Ghana
08.2009

Diploma - Fundamentals of Project Planning And Development

University of Virginia
Virginia, USA
05.2015

Diploma - Introduction To Sustainability Studies

University of Illinois At Urbana-Champaign
Illinois, USA
03.2015

Skills

  • Financial Knowledge
  • Excellent communications skills
  • Strong time management skills
  • Attention to details
  • Microsoft Office Suite
  • Problem Anticipation and Resolution
  • Adaptable to Changing Conditions
  • Loan Application Advisement
  • Customer Satisfaction
  • Financial Advisement
  • Client Interactions
  • Investment Expertise
  • Retail Mortgages
  • Interpersonal Skills
  • Account Management

Certification

  • Canadian Investment Funds Course, IFSE

Timeline

Personal Banker

TD Bank
03.2023 - Current

Banking Advisor

Royal Bank of Canada
08.2021 - 03.2023

Customer Service Representative

Bank of Montreal
11.2020 - 06.2021

Customer Service Representative

The Brick
08.2019 - 11.2020

Volunteer Administrative Officer/Fundraising Coordinator

Hazael Haven Inc
10.2014 - 07.2019

Assistant Land Administration Officer

Lands Commission
10.2011 - 09.2013

Customer Care Representative

Techmahindra
05.2010 - 09.2011

Assistant Valuer

Social Security and National Insurance Trust
07.2009 - 08.2010

Master of Science - Urban Management And Development Studies

Erasmus University, Rotterdam

Bachelor of Science - Land Economy

Kwame Nkrumah University of Science And Technology

Diploma - Fundamentals of Project Planning And Development

University of Virginia

Diploma - Introduction To Sustainability Studies

University of Illinois At Urbana-Champaign
Dorothy Ampomah, MSc, CIFC.