Hamed Ghulami
Red Deer,Alberta
Summary
Experienced professional with a strong background in the banking sector, seeking to leverage my expertise to excel in a new industry, particularly in cash management and banking. Proven track record of exceptional customer service, meeting deadlines and achieving company goals. Eager to contribute my skills of financial analysis and problem-solving to a dynamic and innovative team.
Overview
2
2
years of professional experience
Work History
Financial Advisor
Servus Credit Union
07.2022 - Current
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Facilitated new client onboarding process and investment account setup.
- Achieved 100% of sales targets after 6 months, bringing 3 million dollars in new deposits
Administrative Support III
Alberta Health Services
05.2021 - 03.2022
- Providing front line administrative support at COVID-19 mass immunization sites
- Registered up to 1,500 clients per day into an electronic medical record
- Verification of client records/information in electronic databases
- Working alongside immunizers to ensure accurate client information is inputted into medical database
Education
Bachelor of Commerce Degree - Accounting
MacEwan University
Edmonton, ABSkills
- PROFESSIONAL SKILLS & ABILITIES
- Ability to maintain strict confidentiality
- Charismatic communication skills
- Positive attitude with willingness to keep learning
- Work cooperatively with others and independently to accomplish deadlines
- Professional etiquette
- Proficient with multiple operating systems including:
- Windows 95-
- 2003, ME, XP, Vista, Windows 10 and Mac OS
- Proficient with various programs including but not limited to: MS
- Word, Excel and PowerPoint
- Familiar with the use of computer security approaches
Timeline
Financial Advisor
Servus Credit Union
07.2022 - Current
Administrative Support III
Alberta Health Services
05.2021 - 03.2022
Bachelor of Commerce Degree - Accounting
MacEwan University
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