LANA KAYED
Vancouver
Summary
I am a dedicated and results-driven Personal Banking Associate with over 3 years of experience in the banking industry. Proven track record of exceptional customer service, identifying opportunities, and increasing business revenue. Skilled in opening accounts, assisting clients with banking needs, and referring them to appropriate financial products. Seeking to leverage my experience and skills to drive customer satisfaction and achieve business goals. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Familiar with diverse banking and investment products, deposit accounts and loans. Competent in setting up services, transferring funds and helping with complex transactions. Positive and upbeat with strong communication and problem-solving abilities.
Overview
1
1
year of professional experience
Work History
Personal Banking Associate
TD Bank
09.2023 - Current
- Streamlined branch operations by collaborating with team members to optimize efficiency and improve workflow processes.
- Processed loan applications diligently, resulting in increased loan approval rates for qualified borrowers.
- Supported colleagues during peak periods as needed, fostering a positive team environment conducive to achieving shared goals.
- Ensured compliance with all regulatory requirements by meticulously reviewing transaction records and adhering strictly to established operational guidelines.
- Enhanced customer satisfaction by providing personalized banking solutions tailored to individual needs.
- Assisted customers in opening new accounts, ensuring thorough understanding of available products and services.
- Educated customers on features and benefits of banking products and services.
- Opened, closed, and updated accounts for customers.
- Maintained the commitment in finding opportunities for our clients and TD partners.
Customer Experience Associate
TD Bank
11.2022 - 09.2023
- Implemented feedback from clients into actionable steps aimed at improving our products and services offering continually evolving experiences.
- Maintained an up-to-date knowledge of company offerings in order to provide relevant recommendations based on client needs.
- Maintained extensive knowledge of company products to recommend items aligned with customer needs.
- Addressed customer inquiries, concerns, and complaints by providing solutions and alternatives and followed up to confirm resolution.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
Personal Banker
Ahli Bank
09.2023 - Current
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
Education
Bachelor's Degree - Business Communication
University Canada West
Vancouver, BC01.2023
Associate of Arts - Finance Markets
Yale University
Connecticut09.2020
Skills
- Customer Service
- Sales and Referrals
- Financial Analysis
- Communication
- Problem-Solving
- Attention to Detail
- Leadership
- Client Relationship Management
- Regulatory Compliance
- Strategic Planning
Languages
English
Native or Bilingual
Arabic
Native or Bilingual
Timeline
Personal Banker
Ahli Bank
09.2023 - Current
Personal Banking Associate
TD Bank
09.2023 - Current
Customer Experience Associate
TD Bank
11.2022 - 09.2023
Bachelor's Degree - Business Communication
University Canada West
Associate of Arts - Finance Markets
Yale University
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