IFFAT ARA MUSTAQUE
Toronto,ON
Summary
Dynamic and results-oriented professional with a proven track record at TD Canada Trust, adept in financial strategy,customer service and compliance. Excelled in mutual funds sourcing and real estate-secured lending, enhancing client wealth. Skilled in Microsoft Office and exceptional teamwork, consistently delivering tailored solutions and driving satisfaction.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Personal Banker
TD Canada Trust
, Canada
10.2021 - Current
- Money-In business through a core focus on scoping and sourcing of Mutual Funds, Market Growth and traditional GICs
- Money-out business through real estate-secured lending via mortgages, home equity lines of credit, and debt consolidation.
- Handled complex credit deal structuring and conducted preliminary evaluations & investigations before ultimate underwriter assessment for a compliant deal.
- Managed pipeline efficiently for sourcing new and repeat business.
- Referred clients to suitable business segments via financial and wealth planning.
Senior Financial Services Representative
Contact Centre & Retail-CIBC
, Canada
11.2019 - 09.2021
- Advised clients on suitable financial strategies after evaluating their needs and future goals.
- Delivered exceptional client experience by offering tailored solutions.
- Guaranteed precise procedures protecting CIBC against possible risks and losses.
- Selected by Senior Manager and Team Leader for Employee Satisfaction Committee to enhance employee experience.
- Selected as peer mentor for new hires to share best practices in delivering exceptional client experiences.
Barista/Cashier/Customer Support (Part-time)
Starbucks
, Canada
10.2019 - 04.2021
- Created hand-crafted, high-quality beverages to enhance customer satisfaction.
- Handled incoming orders and processed cash/credit transactions.
- Monitored and maintained stock levels for all food items at the coffee bar.
- Ensured exceptional customer service to uphold brand reputation.
Education
Masters - Economics
University of Southern California
USA01-2016
Bachelors in Business Administration - Economics and Finance, Accounting
North South University
Bangladesh01-2014
Skills
- Effective Time Management
- Collaborative Team Member
- Meticulous Attention to Detail
- Proficient in Microsoft Office
- Analytical Proficiency
- Versatile Task Management
Accomplishments
-Quarterly Spotlight Winner F'24
-2 times award recipient for CIBC Excel-rate
Certification
- IFIC Certified
Languages
English
Professional
Bengali
Native/ Bilingual
References
References available upon request.
Timeline
Personal Banker
TD Canada Trust
10.2021 - Current
Senior Financial Services Representative
Contact Centre & Retail-CIBC
11.2019 - 09.2021
Barista/Cashier/Customer Support (Part-time)
Starbucks
10.2019 - 04.2021
Masters - Economics
University of Southern California
Bachelors in Business Administration - Economics and Finance, Accounting
North South University