Lakshmi ANISINGARAJU
Banker
Calgary,AB
Summary
Professional sales-focused manager with 8 years of management experience in diverse fields. Proven history of building relationships with satisfied customers. Equally skilled as management leader and meticulous number cruncher focused on overall operational performance. Proficient in utilizing Microsoft Office Suite, including Word, Excel, PowerPoint and Share Point.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Assistant Branch Manager
BMO Bank Of Montreal
02.2017 - Current
- Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
- Conducted weekly staff meetings to motivate staff members, address concerns, and questions, plan improvements and evaluate progress toward goals.
- Resolved various issues impacting sales management and business operations.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Created financial dashboards to provide insights into key performance indicators.
- Trained and developed new team members in alignment with branch service standards and objectives.
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
Financial Services Manager
BMO Bank Of Montreal
06.2013 - 01.2017
- Organized new accounts and updated existing ones with current personal and business information.
- Conducted financial due diligence on potential investments and acquisitions.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Cross-sold bank products and services to meet customer needs and provide options.
- Promoted financial products by maintaining excellent service offering knowledge.
Customer Service Manager
BMO Bank Of Montreal
05.2010 - 05.2016
- Handled customer inquiries and suggestions courteously and professionally.
- Resolved customer complaints while prioritizing customer satisfaction and loyalty.
- Took ownership of customer issues and followed problems through to resolution.
- Trained and regularly mentored associates on performance-oriented strategies and customer service techniques.
- Collaborated with upper management to improve customer service processes and support structures company-wide.
- Kept accurate records to document customer service actions and discussions.
- Reviewed repeated issues within operations and business management to solve problems and improve company outcomes.
Customer Service Representative
BMO Bank Of Montreal
01.2007 - 04.2010
- Handled customer inquiries and suggestions courteously and professionally.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Answered constant flow of customer calls with minimal wait times.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Exhibited high energy and professionalism when dealing with clients and staff.
Education
Bachelor's of Commerce - Accounting, Statistics And Economics
Osmania University
Hyderabad, India05.1990
Certification
- Licensed Mutual Funds Sales Representative - 8 years
- Branch Compliance Officer - 4 years
Skills
- Strong Interpersonal skills
- Financial Reporting and Analysis
- Staff Management
- Sales Expertise
- Regulatory Compliance and Risk Management
- Operations Management
Languages
English
Full Professional
Hindi
Full Professional
Telugu
Native or Bilingual
Timeline
Assistant Branch Manager
BMO Bank Of Montreal
02.2017 - Current
Financial Services Manager
BMO Bank Of Montreal
06.2013 - 01.2017
Customer Service Manager
BMO Bank Of Montreal
05.2010 - 05.2016
Customer Service Representative
BMO Bank Of Montreal
01.2007 - 04.2010
Bachelor's of Commerce - Accounting, Statistics And Economics
Osmania University
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