Kiana Dabaghian
Ottawa,ON
Summary
Results-oriented banking professional with a proven record of exceeding sales targets while delivering outstanding client experiences. Adept at identifying financial opportunities, referring clients to suitable products, and achieving measurable results through trusted advice. Strong communicator with the ability to build relationships, influence decisions, and contribute to team success through both sales and service excellence.
Overview
5
5
years of professional experience
Work History
Client Experience Associate
Scotiabank
12.2023 - Current
- Significantly exceeded performance goals through effective client support and issue resolution.
- Completed a high volume of successful referrals by connecting clients with the right financial advisors.
- Accurately processed financial transactions, adhering to compliance and operational standards.
- Utilized active listening to assess client needs, drive tailored financial solutions, and promote bank products.
- Identified upselling opportunities and recommended financial products aligned with client goals.
- Enhanced customer retention through exceptional service delivery and relationship management.
- Collaborated with team members to design and implement strategies that boost client engagement, refine financial solutions, and improve satisfaction.
- Built strong client relationships by providing personalized solutions to foster trust and loyalty.
- Identified client needs through in-person consultations, successfully securing commitments for guaranteed investment products, driving revenue growth.
- Educated clients on various products and provided financial recommendations based on their individual needs.
Supervisor of Operations
Real Canadian Superstore
01.2021 - 05.2023
- Oversaw daily operations of the department, ensuring smooth workflow and timely completion of tasks.
- Led a team of 30+ cashiers, ensuring compliance and smooth daily operations
- Managed daily cash handling and reconciled register discrepancies
- Trained and developed new employees, promoting a customer-first approach
- Optimized department workflows to enhance team productivity and service efficiency
- Evaluated staff performance regularly, offering constructive feedback designed to promote growth within their roles.
- Achieved high levels of customer satisfaction with consistent attention to detail and effective communication skills.
- Managed scheduling, maximizing productivity and workflow.
- Proactively identified potential problems before they escalated, addressing them swiftly and effectively to minimize negative impact on daily operations.
Education
IFC Certificate - Investments And Securities
Canadian Securities Institute
Ottawa, ON11-2025
Diploma of Education - Finance
A. Y. Jackson
Ottawa, ON01-2022
Skills
- Communication
- Attention to detail
- Time management
- Problem-solving
- Product knowledge
- Relationship building and management
- Networking
- Sales expertise
- Analytical thinking
- Sales and marketing
- Advising
- Risk assessment
Languages
English
Native or Bilingual
Persian
Native or Bilingual
Kurdish
Native or Bilingual
Timeline
Client Experience Associate
Scotiabank
12.2023 - Current
Supervisor of Operations
Real Canadian Superstore
01.2021 - 05.2023
Diploma of Education - Finance
A. Y. Jackson
IFC Certificate - Investments And Securities
Canadian Securities Institute