Jocelyn Paul
Leduc,Alberta
Summary
Accomplished Private Banker from Scotia Wealth Management, adept in credit analysis and excelling in relationship building, significantly enhanced customer satisfaction and loyalty. Leveraged expertise in HNWI needs, integrating loan origination and financial solutions, driving revenue growth. Demonstrated exceptional skill in cross-departmental collaboration and regulatory compliance, ensuring holistic client service.
Overview
5
5
years of professional experience
Work History
Private Banker
Scotia Wealth Management
Edmonton, Alberta
08.2019 - 11.2024
- Identified opportunities to increase customer satisfaction by providing exceptional service.
- Resolved customer inquiries promptly and effectively while adhering to company policies and regulations.
- Negotiated terms and conditions for loans and credit facilities to meet client needs and bank objectives.
- Collaborated with internal teams, including mortgage, investment, and commercial banking, to provide holistic financial solutions.
- Collaborated with internal departments such as operations, technology, legal, compliance, audit on projects related to client services or product development.
- Ensured that all regulatory requirements are met when dealing with any type of transaction involving a customer's account.
- Managed relationships with high-net-worth individuals in order to build trust and loyalty towards the bank's brand.
- Customized products and services to meet specific banking requirements.
- Set up new and regularly serviced existing accounts to bring in maximum revenue.
- Identified financial needs of customers and presented appropriate product and service options.
- Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
- Collaborated with mortgage and wealth management partners to assist customers with specialized needs.
- Adhered to strict confidentiality protocols to maintain safety of customer and bank information.
- Adhered to bank and legal guidelines for reporting, loan approvals, and money handling.
Education
Personal Financial Services Advice
CSI
08-2011
Canadian Investment Funds Course
IFIC
11-2006
Skills
- Loan origination
- Performance reporting
- Giving presentations
- Credit analysis
- Relationship building and management
- Sales expertise
- Banking
- Customer financing
- Resourcefulness
- Financial processes
- HNWI expertise
- Goal planning
Languages
Sign Language - SEE2
Professional
Timeline
Private Banker
Scotia Wealth Management
08.2019 - 11.2024
Personal Financial Services Advice
CSI
Canadian Investment Funds Course
IFIC
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