Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Lela Tony

Toronto,ON

Summary

Dedicated and results-oriented Risk Onboarding Specialist with a proven track record of effectively mitigating financial risks and ensuring regulatory compliance within the banking sector. Adept at analyzing financial data, critical thinking, and facilitating seamless onboarding processes.

Overview

5
5
years of professional experience

Work History

Onboarding Specialist - Risk

Mercury Inc
10.2022 - Current


  • Identify potential risks and red flags through comprehensive customer risk assessments, mitigating potential financial losses.
  • Collaborate with cross-functional teams, including Compliance, Legal, and Operations, to ensure adherence to regulatory requirements and internal policies.
  • Provide guidance to internal teams on risk onboarding procedures and compliance requirements.
  • Enhance client onboarding process by streamlining KYC/KYB procedures and reducing turnaround time.


Founder

CRYSTALUXE HAIR LIMITED
01.2019 - Current
  • Created, tested, and launched several global marketing campaigns utilizing Google Ads and Facebook Ads, and launching them on multiple social media platforms such as Instagram, Facebook and TikTok increasing customer conversion by 22%
  • Identified, developed, and evaluated marketing strategy, based on knowledge of market characteristics and trends to reach our targeted audience
  • Analyzed quarterly website conversion rates using Google Analytics and AB testing to increase conversion to 4% over 3 months.
  • Strengthened client relationships by actively listening to their needs and providing tailored solutions.

Sales Development Representative

PHREESIA
01.2022 - 09.2022
  • Developed and executed targeted prospecting campaigns to key decision-makers resulting in over 50% increased traction
  • Conducted strategic prospecting calls daily via Salesforce CRM to C-level executives to generate and qualify leads within the healthcare industry
  • Collaborate and brainstorm with sales and marketing team members on strategic sales approach and leading market indicators
  • Strategically deflected objections by asking relevant open-ended questions to uncover client pain points and provide solutions, resulting in constantly exceeding monthly quota by over 50%.

Client Service Representative

CANADIAN IMPERIAL BANK OF COMMERCE (CIBC)
02.2020 - 10.2021
  • Served customers by providing product and service information to clients and resolving product and service-related problems
  • Developed a client feedback process that improved client satisfaction, resulting in a 30% decrease in account closures
  • Seized opportunities to upsell and cross recommend and sell banking products like high-interest savings accounts, line of credit and credit cards based on client needs which exceeded sales goals by 20% MTD
  • Maintained a positive, empathetic, and professional attitude towards clients, resulting in over 70% increase in customer satisfaction.

Education

Bachelor of Science Occupational / Public Health and Safety -

Ryerson University
Toronto, ON
05.2021

Skills

  • Data Analytics
  • Risk Assessment
  • Critical Thinking
  • Enhanced Due Diligence
  • Banking Regulations
  • Relationship management
  • Google Analytics
  • CRM (Salesforce)
  • Zendesk
  • Microsoft Office
  • Zendesk
  • Microsoft Office

Accomplishments

    Upper Year Student Mentor

    • Devoted 10 hours per week to mentoring new students on campus life, course selection, student-life balance. Implemented impactful projects such as international student workshop, RSU career fair for over 20,000+ students.

Timeline

Onboarding Specialist - Risk

Mercury Inc
10.2022 - Current

Sales Development Representative

PHREESIA
01.2022 - 09.2022

Client Service Representative

CANADIAN IMPERIAL BANK OF COMMERCE (CIBC)
02.2020 - 10.2021

Founder

CRYSTALUXE HAIR LIMITED
01.2019 - Current

Bachelor of Science Occupational / Public Health and Safety -

Ryerson University

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Lela Tony