Hanna Begum
Nanaimo,BC
Summary
Dynamic and detail oriented Financial Services Representative specializes in retail banking, customer service and account management. Driven to help clients make responsible and financially beneficial decisions. Knowledgeable of branch operations and financial products to best support personal and business banking clients.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Services Representative
CIBC
Nanaimo, BC
02.2024 - Current
- Collaborated with team members to achieve sales targets and improve overall branch performance.
- Increased client satisfaction by providing tailored financial advice and investment recommendations.
- Assisted clients in navigating complex financial situations, offering solutions that met their unique needs.
Financial Service Associate
CIBC
Courtenay, BC
08.2023 - 01.2024
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
Intern
M Yasin And Co Inc
Vancouver, BC
09.2021 - 11.2021
- Recorded financial transactions using accounting software, ensuring accuracy and completeness
- Managed accounts payable and account receivable, including invoicing, payment processing and collections
- Generated financial reports such as balance sheets and income statements, to help management make decisions
Administrative Assistant
Pioneer Insurance Company Ltd
Sylhet, Bangladesh
02.2019 - 04.2019
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Connect personally with customers to advise them appropriately and clearly on insurance solutions and processes
- Scheduled office meetings and client appointments for staff teams.
- Sorted and distributed office mail and recorded incoming shipments for corporate records.
Education
Master Of Business Administration - Marketing
University Canada West
Vancouver, BC07.2021
Bachelor Of Business Administration - Marketing
Shahjalal University of Science And Technology
Sylhet, Bangladesh11.2017
Skills
- Personal Banking
- Business banking
- Credit products
- Retirement planning
- Online banking
- Mutual funds
Languages
English
Full Professional
Certification
- Canadian Investment Funds Course (CIFC)
Achievements
- CIBC 2024 Q4 Purpose Award
Timeline
Financial Services Representative
CIBC
02.2024 - Current
Financial Service Associate
CIBC
08.2023 - 01.2024
Intern
M Yasin And Co Inc
09.2021 - 11.2021
Administrative Assistant
Pioneer Insurance Company Ltd
02.2019 - 04.2019
Master Of Business Administration - Marketing
University Canada West
Bachelor Of Business Administration - Marketing
Shahjalal University of Science And Technology