KRUTIKA MANOJ BAROT
Personal Banking Associate
Cambridge,OR
Summary
Experienced banking professional with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction while meeting ambitious sales targets. Well-versed in industry regulations and asset protection strategies.
Overview
3
3
years of professional experience
3
3
years of post-secondary education
1
1
Certification
Work History
Personal Banking Associate
Toronto-Dominion Bank
Cambridge, Ontario
10.2021 - Current
- Checked accounts for fraud and provided law enforcement with relevant details.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products and services.
- Produced and executed loan packages.
- Represented bank at community events to establish strong ties and promote business.
- Provided direction and leadership to all employees to maximize productivity and bottom-line profitability.
- Worked directly with clients investing minimum of $100000.
- Balanced teller drawers and ATM cash.
- Understood and applied selling techniques to open, develop and close sales and created product interest by actively cross-selling products and services to pursue customers.
- Evaluated client financial positions and identified most appropriate banking products.
- Performed loan servicing functions to check compliance with applicable terms and conditions.
- Utilized up-to-date information to make effective decisions governing bank operations.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Prospected for new business through networking, community outreach and customer referral generation.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
- Set risk management policies to mitigate bank losses.
- Trained and mentored junior banking staff to maximize performance, efficiency and compliance.
- Helped clients protect assets through variety of strategies.
Executive Assistant
BSMART PRIVATE LIMITED
Mumbai, Maharashtra
09.2017 - 12.2019
- Updated spreadsheets and created presentations to support executives and boost team productivity.
- Screened calls and emails and responded accordingly to support executive correspondence.
- Used advanced software to prepare documents, reports and presentations.
- Organized envelopes, postage and mail correspondence for staff and leadership.
- Developed and maintained automated alert systems for important deadlines.
- Created expense reports, budgets and filing systems for management team.
- Worked with clients to effectively plan and coordinate logistics for special projects and events.
- Executed basic banking and bookkeeping tasks.
- Coordinated events and worked on ad hoc projects.
- Identified control gaps in processes, procedures and systems through in-depth research and assessment and suggested methods for improvement.
- Administered auditing program to address risks and evaluate compliance with regulatory requirements.
- Interpreted state and federal laws, accepted auditing principles and procedures and program standards to audited materials and data to detect non-compliance and facilitate recommendations.
- Assessed internal control risks of network through information system audits.
- Coordinated, managed and implemented auditing projects and prepared for evaluation.
- Executed audit phases and entered data into accounting software for analysis.
Education
Graduate Certified Diploma - Financial Planning Services
Conestoga College Institute of Technology And Advanced Learning
Kitchener, ON 01.2020 - 08.2020
Bachelor in Commerce - Finance, Auditing And Economics
Sydenham College
India 06.2013 - 04.2016
Skills
- Investment Management
Certification
- Certified in Investment Funds of Canada (IFC)
Timeline
Personal Banking Associate
Toronto-Dominion Bank
10.2021 - Current
- Certified in Investment Funds of Canada (IFC)
08-2021
Graduate Certified Diploma - Financial Planning Services
Conestoga College Institute of Technology And Advanced Learning
01.2020 - 08.2020
Executive Assistant
BSMART PRIVATE LIMITED
09.2017 - 12.2019
Bachelor in Commerce - Finance, Auditing And Economics
Sydenham College
06.2013 - 04.2016
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