FOZIA WASIM
Ottawa,ON
Summary
Client-focused and organized professional with advanced degree and diverse experiences of customer services, retail banking and administrative management. Collaborative communicator to quickly build relationships with both clients and business audiences. Known for innovative and creative personality, problem-solving abilities to address business challenges.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Personal Banking Advisor
TD Bank
05.2023 - Current
- Welcomes and guides customers as they walk into the branch and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with TD.
- As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
- As a personal loan advisor: processes loan applications, advises clients on loan products, and provides financial guidance to help them achieve their financial goals
- Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs Loan and line of credit.
- Contributes to meeting branch business results and the customer experience.
- Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
- Organizes work information to ensure accuracy and completeness.
- Takes the initiative to find creative approaches that make each customer’s experience feel personal.
- Looks for ways to contribute to the ongoing improvement of the overall branch
Customer Experience Associate
TD Bank
11.2022 - 05.2023
- Asked customers questions to determine, verify and solve common problems.
- Looked for additional ways to expand products to customers by upselling new products and services.
- Collaborated with internal team members to resolve customer concerns and deliver legendary customer experiences.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork.
Business Administrator
Avalon Tech &Tailor Inc.
01.2015 - 07.2022
- Clarified customer issues and determined root cause of problems to resolve product or service complaints
- Answered customer telephone calls promptly to avoid on-hold wait times
- Planned, coordinated and controlled daily operations of sales, financial management and human resources
- Managed office operations, monitored company inventory to keep stock levels and databases updated
- Defined and understood team member responsibilities to enhance group efficiency and performance
- Provided strategic oversight of marketing plans and input on product roadmap.
- Managed team of employees, overseeing hiring, training and professional growth of employees
- Prepared analysis of tax expenses for month-end accounting review
- Produced payroll activities documentation and reports to meet corporate guidelines and promote transparency
- Updated spreadsheets and databases to track, analyze and report on performance and sales data
Teaching Assistant
Memorial University of Newfoundland
01.2010 - 12.2014
- Supervise laboratory students and grade laboratory reports
- Assist in preparing standard lab solutions, buffers and reagent solutions for laboratory analysis
- Maintain safety standard and maintaining stocks of chemicals and reagents
- Established positive relationships with students, fellow teachers and university administrators
- Provided one-on-one assistance and tutoring to students requiring additional help
- Contributed to positive, educational setting by delivering gentle discipline and promoting student success.
- Offered complete instructional support for students unable to attend regular classes
Project Coordinator
Ufone
01.2005 - 10.2006
- Prioritized needs and delegated assignments to handle multiple projects simultaneously
- Updated and distributed weekly project schedules and milestones
- Prepared presentations for acquisition staff members detailing project scope, progress and results
- Discussed proposals with vendors, contractors and facility review boards
- Collaborated with cross-functional teams to draft project schedules and plans.
- Liaised between departments to facilitate communication and keep appropriate parties updated on project developments
Education
MBA - Business Administration
Carlow University
Pittsburgh, PA, USA04.2010
Master Of Science - Organic Chemistry
Bahauddin Zakariya University
03.2005
Skills
- Effective communication
- Complaint resolution
- Sales proficiency
- MS Office expert
- Effective problem solver
- Excellent time management skills
- Administrative support
- Account management
- Cash Handling
- Decision Making
- Project Management
Languages
English
Full Professional
Certification
- Graduate Teaching Training Certificate
- Diploma in Information Technology (ADIT)
- Sales Training- Abbott Laboratories
References
- Dr. Raymond A P Department of Chemistry Memorial University St. John's, NL A1B 3X7 709-864-8609
- Deon Pretty 4 Blue Jacket Place St. John’s, NL A1B0E6 deonwpretty@gmail.com
Timeline
Personal Banking Advisor
TD Bank
05.2023 - Current
Customer Experience Associate
TD Bank
11.2022 - 05.2023
Business Administrator
Avalon Tech &Tailor Inc.
01.2015 - 07.2022
Teaching Assistant
Memorial University of Newfoundland
01.2010 - 12.2014
Project Coordinator
Ufone
01.2005 - 10.2006
MBA - Business Administration
Carlow University
Master Of Science - Organic Chemistry
Bahauddin Zakariya University
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