Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Fatema Adenwala

Personal Banker
Newmarket,ON

Summary

Enthusiastic financial services professional with 20 years of experience, highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.

Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Experience with variety of software packages including Word Excel, PowerPoint, Microsoft and Outlook. Successfully completed Mutual Funds Course from Investment Funds Institute of Canada (IFIC) -2018 Successfully completed CSC securities course in 2022. Pursuing PFSA with CSI Investments Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds.

Overview

16
16
years of professional experience
3
3
years of post-secondary education
2
2
Certifications
3
3
Languages

Work History

Financial Advisor/ Personal Banker

TD
02.2022 - Current
  • Business activities
  • Being the Top rankers for preparing Goal Builder for the clients
  • Meeting expectations for the OFI collection
  • Client Engagement – Help clients with decisions around money matters, Personal Finances and Investments
  • Play a key role in advising customers of high level financial solutions from a range of available investment and credit banking solutions
  • Asking thoughtful financial questions, engage with customers and create positive experiences to retain and deepen relationships
  • Act as a point of contact for the frontline staff in handling customer problems
  • Work closely with existing and prospective customers to provide financial reviews, discuss portfolio updates and suggest additional personalized solutions based on their financial goals
  • Stay knowledgeable about emerging issues, evolving regulations and industry codes of conduct as well as participate in process improvement opportunities to protect the interests of the organization
  • Strive to achieve and improve service level agreements and productivity targets
  • Ensure documents are prepared consistent with relevant regulations and in a way properly reflecting business intentions
  • Relationship Building - Participate fully as a team member, help build a positive and diverse work environment, willingly assist and mentor others in the completion of work activities, and address communication issues efficiently

Financial Service Representative

CIBC
04.2018 - 01.2022
  • Business activities
  • Met Expectations for 2020 Performance Matrix Measurement (PMM)
  • Sales Targets – 121% of the plan 35 live calls per week to generate 15 scheduled meetings
  • Client Engagement – Meet with clients to understand their priorities, advise them on solutions, and provide a forward-looking financial plan
  • Knowledge of cash management, credit, investment and wealth protection to help clients meet their goals
  • Relationship Building - Engage in marketing and outreach activities for clients Grow network, deepen existing relationships, and collaborate with others to ensure clients are connected to the right people and opportunities
  • Leveraging Technology - Share knowledge by introducing clients to our mobile banking applications, enabling them to better manage their banking needs
  • Conducting financial health check and advising clients for the right products and requirements
  • Flexible and adaptable team member, achieving targets, and meeting expectation of management
  • Document Filing and retention as per the bank's policy
  • Assist with year-end audit process
  • Remain patient and composed while resolving irritated/frustrated customer issues, in a respectful manner.

Customer Service Representative (CSR, Teller)

CIBC
03.2011 - 04.2018
  • CSR, responsible for creating a positive experience for clients by providing advice on products and servicing transactions in a friendly and efficient manner, with smiling face all the time
  • Retail Operations Policies and Procedures Greeting customers, identifying their needs and providing updated information related to fees and services, offering viable solutions and making quality referrals on day to day bases
  • Identifying potential fraudulent/unusual transactions, and escalating to Risk Monitoring Dept
  • Proficiency in managing point of sales transaction, handling cash and all banking retail activities
  • Cash and Cheque Management for end of day balancing, clearing and closing activities
  • Assisting manager with staff scheduling, helping colleagues to resolve difference to balance
  • Helped as back-up Head Cashier
  • Received several Awards of Excellence on Quarterly & Yearly targets achieved for individual as well as the branch.

Customer Service Associate

Hudson's Bay Company
05.2008 - 06.2012
  • Sold over 1000 credit cards in one year (2009) with highest number of 26 credit cards sold in one single day
  • Accurately managed cash, and point of sales transaction in a highly paced environment
  • Promoting and supporting all loyalty programs (i.e
  • High 5, credit blend, HBC rewards etc)
  • Appreciated for Perfect attendance almost every month
  • Internal

Education

Bachelors of Commerce (BCom) - Commerce And Business Administration

Gujarat University
Ahmedaba, Gujarat, India
07.1992 - 04.1995

Skills

Customer Serviceundefined

Certification

Canadian Investment Funds Course

Timeline

Canadian Securities Course

10-2022

Financial Advisor/ Personal Banker

TD
02.2022 - Current

Financial Service Representative

CIBC
04.2018 - 01.2022

Canadian Investment Funds Course

03-2018

Customer Service Representative (CSR, Teller)

CIBC
03.2011 - 04.2018

Customer Service Associate

Hudson's Bay Company
05.2008 - 06.2012

Bachelors of Commerce (BCom) - Commerce And Business Administration

Gujarat University
07.1992 - 04.1995

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Fatema AdenwalaPersonal Banker