Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Hamzah Ali Khan

185 Lyon Street North unit 2614,ON

Summary

As a seasoned professional, I've consistently demonstrated my prowess as a customer service champion in every role I've embraced. A solid team player, my outgoing and positive demeanor is complemented by proven skills in establishing meaningful rapport with both clients and colleagues. I take pride in informally coaching multiple employees, a practice that has yielded measurable success in enhancing their performances. My specialization lies in quality, speed, and process optimization, bringing efficiency and excellence to every task. With an articulate, energetic, and results-oriented approach, I am driven by an exemplary passion for developing relationships, cultivating partnerships, and contributing to business growth.

Overview

5
5
years of professional experience
3
3
Certifications
6
6
Languages

Work History

Senior Financial Advisor

Scotiabank
08.2023 - 12.2023
  • Provided exceptional service to clients by addressing their unique financial concerns and goals with tailored advice.
  • Spearheaded the Pride initiative for Ottawa
  • Managed relationships with 550 dedicated clients

Personal Banker

TD Bank
02.2020 - 08.2023
  • Through active listening and continuous engagement with customers created positive experiences to retain and deepen relationships.
  • Developed lasting relationships built on trust by providing personalized financial advice, answering customer questions, and addressing their concerns; raising matters as appropriate to team members or partners while maintaining confidentiality and accuracy.
  • Worked closely with existing and prospective clients to assess their needs and suggest additional personalized solutions based on their financial goals.
  • Leveraged insights into products and client needs to match them with the right investment products to ensure long term financial success.

Universal Banker

Scotiabank
03.2019 - 02.2020
  • Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Displayed knowledge and proficiency in explaining, selling and administering products and referred customers to appropriate resources for enhanced services.
  • In November 2019 I received the Best of The Best Award at Scotia bank for surpassing my district set goals in the whole of Quebec and Eastern Ontario region.

Customer Associate Representative

Scotiabank
07.2018 - 02.2019
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Answered product and service questions, suggesting other offerings to attract potential customers.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Educated customers about billing, payment processing and support policies and procedures.

Education

Bachelor’s of Commerce - Economics

Carleton University
Ottawa, ON

Skills

    Relationship building and management

undefined

Certification

CIFC - CSC equivalent

Timeline

Senior Financial Advisor

Scotiabank
08.2023 - 12.2023

CSI - Financial planning I

06-2023

CSI - Personal Financial Services Advice

05-2022

Personal Banker

TD Bank
02.2020 - 08.2023

CIFC - CSC equivalent

08-2019

Universal Banker

Scotiabank
03.2019 - 02.2020

Customer Associate Representative

Scotiabank
07.2018 - 02.2019

Bachelor’s of Commerce - Economics

Carleton University

Similar Profiles

CREATE PROFILE
Hamzah Ali Khan