Fahimeh Rezwani
Montreal
Summary
Financial professional with proven track record of delivering impactful results in client financial planning and investment strategies. Demonstrates strong team collaboration and adaptability, ensuring reliable performance in fluctuating environments. Skilled in financial analysis, customer relationship management, and compliance with regulatory standards. Known for effective communication, problem-solving abilities, and results-driven mindset.
Overview
15
15
years of professional experience
Work History
Financial Services Representative
CIBC Bank
Montreal, QC
04.2023 - Current
- Cold-called potential clients to discuss available financial products and services
- Facilitated account openings and transaction processing, enhancing customer onboarding experiences.
- Conducted thorough financial assessments to identify client goals and recommend appropriate products.
- Mentored junior representatives, fostering skill development and knowledge sharing within the team.
- Assessed credit applications accurately by analyzing applicants'' financial history, income stability, and repayment capability.
Customer Experience Associate
Bank Of Nova Scotia
Montreal, QC
06.2021 - 11.2021
- Identified opportunities to improve the customer experience through feedback analysis.
- Developed strategies to increase customer loyalty and retention rates.
- Collaborated with other departments to ensure customer needs were met efficiently.
- Maintained accurate records of all interactions with customers in CRM system.
Customer Service Representative
Gexel Telecom
Montreal, QC
10.2020 - 08.2021
- Answered customer inquiries and provided accurate information regarding products and services.
- Managed escalated customer issues with empathy, resulting in effective conflict resolution.
- Utilized CRM software to track interactions and improve response accuracy.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
Program Manager
Bahai Center Montréal
Montreal, QC
07.2010 - 01.2016
- Administered program budgets and timelines to maintain project alignment with financial and scheduling constraints.
- Led project planning initiatives by identifying risks and establishing objectives. Monitored project progress to ensure timely completion.
- Coordinated and managed events, including conferences and seminars, to promote understanding of key issues relevant to organizational objectives.
- Created training resources aimed at empowering staff through improved competencies and expertise.
- Facilitated streamlined communication between teams to support effective project management and operational efficiency.
- Designed and implemented workshops aimed at fostering collaboration and engagement among various community groups and volunteers.
- Conducted analysis of program performance data to inform strategic enhancement initiatives.
- Directed and coordinated daily program operations to uphold organizational policies and regulatory standards.
Education
Risk Management
McGill University
Montreal, QCAEC - Real Estate Broker
Collège LaSalle
Montreal, QCSkills
- Financial services
- Customer relationship management
- Account documentation
- Regulatory compliance
- Financial product sales
- Sales goals
- Loan applications
- Relationship management
- Credit analysis
- Risk management
Languages
English
Native or Bilingual
French
Professional Working
Persian
Native or Bilingual
Turkish
Native or Bilingual
Timeline
Financial Services Representative
CIBC Bank
04.2023 - Current
Customer Experience Associate
Bank Of Nova Scotia
06.2021 - 11.2021
Customer Service Representative
Gexel Telecom
10.2020 - 08.2021
Program Manager
Bahai Center Montréal
07.2010 - 01.2016
Risk Management
McGill University
AEC - Real Estate Broker
Collège LaSalle