Office programs
Ehsan Shamsaei
Saskatoon,SK
Summary
Dedicated financial professional seeking a position as a Personal Banker within a dynamic team. With extensive knowledge of financial products, services, and branch operations, I bring value to the organization. An ambitious Personal Banker looking for a challenging role within a client-focused team. Developing a strong rapport with clients is the key to fostering satisfaction and loyalty. An experienced personal banker with five years' experience in the Central Bank.
Overview
12
12
years of professional experience
7
7
years of post-secondary education
Work History
Teaching Assistant
The University of Saskatchewan
Saskatoon, SK
08.2022 - Current
- Assisted teachers with classroom management and document coordination to maintain positive learning environment.
- Set up visual aids, equipment and classroom displays to support teacher's lesson delivery.
- Worked with teacher to optimize learning plans based on student test grades and evaluations.
- Recorded grades for coursework and tests in online reporting system.
- Delivered personalized educational, behavioral and emotional support to individual students to enable positive learning outcomes.
- Assessed student assignments to check quality and completeness before submission for grading.
- Oversaw students in classroom and common areas to monitor, enforce rules and support lead teacher.
- Assisted in maintaining engaging and respectful educational environment by promoting discipline and cooperation.
Data Analyst
The Central Bank of Iran
Tehran, Tehran
12.2019 - 08.2022
- Researched and resolved issues regarding integrity of data flow into databases.
- Identified and documented detailed business rules and use cases based on requirements analysis.
- Tested data prediction algorithms based on historical data.
- Worked with business intelligence software and various reports to glean insights into trends and prospects.
- Extracted and interpreted data patterns to translate findings into actionable outcomes.
- Synthesized complex analytics-derived insights into easy-to-understand, actionable recommendations for business users.
- Created various Excel documents to assist with pulling metrics data and presenting information to stakeholders for concise explanations of best placement for needed resources.
- Analyzed transactions to build logical business intelligence model for real-time reporting needs.
- Utilized data visualization tools to effectively communicate business insights.
- Documented project constraints business impacts and risks, noting potential impact to organization.
Financial Analyst
The Central bank of Iran
Tehran, Tehran
12.2015 - 12.2019
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability and expense forecasts.
- Performed complex financial and budget analyses to determine requirements and justify requested funding.
- Reviewed financial reports and streamlined operations to increase productivity and company profits.
- Analyzed and processed project specifics before capital deployments.
- Developed corporate investment strategies to drive growth and security.
- Provided strategic planning advice and financial oversight for corporate stakeholders.
- Managed corporate watch lists and insurance files.
- Promoted successful investment plans with well-organized and smooth presentations.
- Reviewed weekly and monthly budget performance reports, ensuring departments and agencies operated within allocated budgets and investigated excessive expenses and reporting discrepancies.
- Solved financial problems with use of diverse analytical and modeling techniques.
- Supported financial transactions and investment details by preparing supporting transactions.
- Analyzed financial information related to payroll, capital projects, operating expenses, professional service contracts and office supplies and equipment to examine budget needs.
Personal Banker
The Central Bank of Iran
Tehran, Tehran
12.2010 - 12.2015
- Promoted financial products by maintaining excellent service offering knowledge.
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Developed top-performing teams, leading to increased branch efficiency and positive customer feedback.
- Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Answered customer questions and explained available services such as deposit accounts, bonds and securities.
- Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
- Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
- Interviewed customers to obtain information needed for opening accounts or renting safe-deposit boxes.
- Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.
Education
Bachelor of Science - Financial Management
Nooretouba Virtual Higher Education Institute
Teran 12.2010 - 02.2015
Master of Science - Energy Economics
Allameh Tabatabaei University
Tehran 09.2016 - 09.2019
Master of Arts - Economics
University of Saskatchewan
Saskatoon, SK 08.2022 - Current
Software
Python
STATA
R
Timeline
Teaching Assistant
The University of Saskatchewan
08.2022 - Current
Master of Arts - Economics
University of Saskatchewan
08.2022 - Current
Data Analyst
The Central Bank of Iran
12.2019 - 08.2022
Master of Science - Energy Economics
Allameh Tabatabaei University
09.2016 - 09.2019
Financial Analyst
The Central bank of Iran
12.2015 - 12.2019
Personal Banker
The Central Bank of Iran
12.2010 - 12.2015
Bachelor of Science - Financial Management
Nooretouba Virtual Higher Education Institute
12.2010 - 02.2015