Hamsa Saad
Mississauga,,ON
Summary
Results-oriented Assistant Branch Manager with extensive experience developing high net worth client relationships and referral networks. Top-performer with track record of consistently meeting or exceeding sales goals. Talented at educating customers on banking services and products and recommending best options to meet long- and short-term needs.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Assistant Branch Manager
Bank Of Montreal
07.2022 - Current
- Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
- Streamlined branch operations for increased efficiency through implementation of new processes and procedures.
- Coordinated staff schedules, maintaining optimal staffing levels during peak business hours for improved customer experience.
- Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
- Coached employees to sales which increased sales revenue by 27%
- Managed risk effectively through strict adherence to compliance guidelines, minimizing financial losses due to fraud or errors in transactions.
Personal Banker
Bank Of Montreal
07.2021 - 07.2022
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Expanded customer base by consistently exceeding referral goals through networking events and community outreach initiatives.
- -Exceeded sales target by 50% by providing holistic conversation with clients through selling mutual funds, opening personal and commercial account and loan and helping the clients with their mortgages
Personal Banking Associate
Bank Of Montreal
08.2018 - 07.2020
- Assisted in managing branch risk levels by working closely with colleagues to identify and report any suspicious transactional activities or potential fraud attempts.
- Assisted customers in opening new accounts, ensuring thorough understanding of available products and services. Exceeded sales targets by 200% yearly
- Provided valuable insights into competitive landscape analysis, assisting branch leadership in making strategic decisions regarding product offerings and pricing structures.
Customer Service Representative
Bank Of Montreal
11.2011 - 11.2017
- Exceeded sales and referral targets by 300% yearly by providing holistic conversation with clients
- Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
Education
Bachelor of Arts - English Literature
Beirut Arab University
Lebanon06.2002
Skills
- Coaching and performance evaluation
- Relationship building and management
- Audit preparation
- Financial software
- Excell-word- power point
- Loan application Evaluation
- Investment , business , lending audit
- project management
Languages
English
Native or Bilingual
Arabic
Native or Bilingual
Certification
• IFIC, Canadian Securities Institute, 2017
• Branch Compliance Officer, Canadian Securities Institute, 2022
Timeline
Assistant Branch Manager
Bank Of Montreal
07.2022 - Current
Personal Banker
Bank Of Montreal
07.2021 - 07.2022
Personal Banking Associate
Bank Of Montreal
08.2018 - 07.2020
Customer Service Representative
Bank Of Montreal
11.2011 - 11.2017
Bachelor of Arts - English Literature
Beirut Arab University
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