Summary
Overview
Work History
Education
Skills
Certification
Timeline

Lakshmi Anisingaraju

Banker
Calgary,AB

Summary

I am a result oriented financial services leader with 15 plus years of experience in working with highly effective teams with a focus on client services. Well-versed in identifying areas in need of improvement and implementing actionable solutions to drive revenue and service levels. I have a proven history of building relationships with satisfied customers and am equally skilled as a management leader and a meticulous number cruncher focused on overall operational performance. Aiming to leverage my strong time management and communication skills in a challenging new role.

Overview

16
16
years of professional experience
2
2
Certifications
5
5
Languages

Work History

Assistant Branch Manager

BMO Bank of Montreal
Calgary, Alberta
02.2017 - Current
  • Responsible for coaching and completing performance assessments for branch employees
  • Train and mentor highly effective teams to meet corporate service standards
  • Audit daily mutual fund trades as a Branch Compliance officer
  • Monitor day to day branch operations
  • Approving loan applications and funding them in a timely manner
  • Handling highly time sensitive reports
  • Hiring the right talent to fit various branch positions and assisting them with onboarding process
  • Building strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Respond to customer concerns, working with manager to significantly raise customer satisfaction ratings.
  • Develop and manage employee schedules, balancing individual requests and requirements with business needs.
  • Managed branch team of 16 full and part-time employees.
  • Conduct weekly staff meetings to motivate staff members, address concerns, and questions, plan improvements and evaluate progress toward goals.
  • Maximize efficiency through effective resource allocation and employee management.
  • Built rapport with account holders by reaching out with product recommendations and account updates.
  • Review credit applications for risk factors and credit worthiness.
  • Implement process improvements to increase productivity.
  • Administer employee performance reviews to monitor customer service and personal sales of the team.
  • Train and develop new team members in alignment with branch service standards and objectives.
  • Develop sales strategy to meet established sales objectives.
  • Generat financial and operational reports to assist management with business strategy.

Financial Services Manager

BMO Bank of Montreal
Calgary, AB
12.2011 - 01.2017
  • Communicated effectively and confidently with clients regarding financial activities
  • Identified solutions for clients based on financial goals and needs
  • Protected customer information and business records
  • Interpreted performance results and identified opportunities to drive success.

Customer Service Representative

BMO Bank of Montreal
Calgary, AB
01.2007 - 11.2011
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service
  • Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices
  • Asked probing questions to determine service needs and accurately input information into electronic systems
  • Escalated customer concerns, issues and requirements to supervisors for immediate rectification
  • Developed strong customer relationships to encourage repeat business
  • Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions
  • Mentored new employees on procedures and policies to maximize team performance.

Education

B.Comm. - Commerce, Economics And Statistics

Osmania University, Hyderabad, India

Skills

Audit monitoringundefined

Certification

Certified Registered Mutual Fund Sales Representative from CSI

Timeline

Assistant Branch Manager - BMO Bank of Montreal
02.2017 - Current
Financial Services Manager - BMO Bank of Montreal
12.2011 - 01.2017
Customer Service Representative - BMO Bank of Montreal
01.2007 - 11.2011
Osmania University - B.Comm., Commerce, Economics And Statistics

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