Summary
Overview
Work History
Education
Skills
Software
Certification
Timeline
Generic

Farzad Ahmed

Personal Banker
ST. JOHN'S

Summary

I am a self-motivated, goal-oriented Business graduate with a Minor in Computer Science who is extremely passionate about providing a legendary customer experience. I have a lengthy track record in customer relationship management along with an unwavering need to constantly grow my knowledge and expertise to become a better version of myself.

Overview

7
7
years of professional experience
5
5
years of post-secondary education
4
4
Certifications

Work History

Senior Financial Advisor

Scotiabank
02.2024 - Current
  • Developed and maintained long-term client relationships by delivering exceptional service, identifying client needs, and providing tailored solutions to help clients achieve their financial goals.
  • Provided unique and holistic financial advice to customers in the key areas of financial planning, including day-to-day banking products, borrowing strategies, investment options, and protection.
  • Consistently exceeded quarterly KPIs by utilizing Sales Force to manage new leads and maintain a healthy, self-sustaining pipeline.
  • Attended community events to network with industry partners, expand my professional presence, and generate business opportunities.


Personal Banker

TD Canada Trust
07.2022 - 02.2024
  • Assisting clients with their mortgage, secured lending, and investment needs, focusing on accuracy, efficiency, and building lasting relationships.
  • Leveraging inter-personal skills and digital tools to establish rapport, foster trust, and provide personalized financial advice to clients.
  • Prioritizing customer needs, seeking referral and cross-selling opportunities, and ensuring compliance with policies.
  • Supervising and mentoring junior staff, managing branch operations, and handling customer feedback.
  • Adapting to changing regulations through ongoing learning and training.

Personal Banking Associate

TD Canada Trust
11.2021 - 06.2022
  • Excelled in finding advice opportunities for personal banking products and services with a priority in customer satisfaction.
  • Built customer confidence on emerging digital banking trends by
    educating them on mobile, ATM, and online banking options to effectively save client's time and reduce costs.
  • Collaborated effectively via open and honest communication with various teams, such as underwriting and management, to ensure that customers' expectations are exceeded when they bank with us.

Financial Services Representative

PC Financial
07.2020 - 11.2021
  • Recommended financial products and services to Loblaw customers while they were in-store shopping.
  • Completed applications for bank accounts and credit cards and insurance products in a brief and accurate manner.
  • Obtained 100 plus percent in customer service ratings through anonymous surveys while constantly achieving sales targets.

Various Customer Service And Sales Roles

Food And Retail Industry
11.2017 - 02.2020

Education

BBA -

Memorial University
Newfoundland
09.2016 - 04.2021

Skills

    Customer Relationship Management

    Personalized Advice

    Financial Knowledge

    Computer Literacy

    Programming

    Leadership And Collaboration

Software

Salesforce

MS Office

Python

Certification

Canadian Securities Course

Timeline

Certificate in Advanced Financial Services Advice

12-2024

Certificate in Financial Services Advice

05-2024

Senior Financial Advisor

Scotiabank
02.2024 - Current

Canadian Securities Course

04-2023

Personal Banker

TD Canada Trust
07.2022 - 02.2024

Investment Funds In Canada

05-2022

Personal Banking Associate

TD Canada Trust
11.2021 - 06.2022

Financial Services Representative

PC Financial
07.2020 - 11.2021

Various Customer Service And Sales Roles

Food And Retail Industry
11.2017 - 02.2020

BBA -

Memorial University
09.2016 - 04.2021

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Farzad AhmedPersonal Banker