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
Skills
Audit monitoringTeam developmentRegulatory complianceCoaching for performanceRisk analysisClient relationship managementInvestment guidanceLeadershipHiring and training new hires
Banking
Relationship building and management
Audit preparation
Operations management
Financial Product Sales
Loan application evaluation
Account management
Staff Management
Risk Assessment
Revenue Generation
Customer retention
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