IFFAT ARA MUSTAQUE
Toronto,ON
Summary
Professional banking specialist with comprehensive understanding of financial products and customer service excellence. Proven ability to assess client needs and offer personalized financial solutions. Valued team collaborator who adapts to changing priorities and consistently achieves results. Skilled in financial advising, personal & real-estate lending and client relationship management.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Personal Banker
TD Canada Trust
10.2021 - Current
- Investments through a core focus on scoping and sourcing of Mutual Funds, Market Growth and traditional GICs
- Personal and real estate-secured lending via mortgages, home equity lines of credit, and debt consolidation.
- Handled complex credit deal structuring and conducted 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
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
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
01-2016
Bachelors in Business Administration - Economics and Finance, Accounting
North South University
01-2014
Skills
- Effective Time Management
- Collaborative Team Member
- Meticulous Attention to Detail
- Proficient in Microsoft Office
- Analytical Proficiency
- Relationship building
Accomplishments
-Quarterly Spotlight Winner TD F'24
-2 times award recipient for CIBC Excel-rate
Certification
- IFIC Certified-CSI
- CFSA Certified-CSI
Languages
English
Native or Bilingual
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
Bachelors in Business Administration - Economics and Finance, Accounting
North South University
Masters - Economics
University of Southern California
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