Lyndon Jakes Mathew Daby
Toronto,ON
Summary
A dedicated and detail-oriented bilingual financial professional with over 7 years of experience in banking and customer service. Proven ability to manage client relationships, resolve complex issues, and provide exceptional service in both English and French. Known for exceeding performance targets, maintaining high customer satisfaction, and effectively handling financial transactions. Adept at analyzing data, maintaining accurate records, and ensuring compliance with regulations. Eager to apply my strong client-focused approach, organizational skills, and attention to detail in an Underwriter Level 1 role at Empire Life, where I can develop my underwriting expertise and contribute to the company's success.
Overview
13
13
years of professional experience
Work History
Business Advisor
Desjardins
11.2022 - Current
- Provided comprehensive banking support for a portfolio of entrepreneur clients, assisting with inquiries related to transactions, cheque issuance, credit cards, and other services.
- Exceeded sales targets, achieving a 4.7% conversion rate for credit card offerings, higher than the 2% target for inbound calls.
- Processing of business loans, credit facilities applications of up to 100K CAD, and term deposits of up to 1 year, contributing to Desjardins Business Services Center financial growth.
- identifying needs of business/entrepreneur member and successfully referring them to the appropriate Desjardins department and partner ( Desjardins group and business liability insurance, Desjardins payroll services and global payment terminal )
- Consistently achieved high customer service scores, maintaining 10/10 on several monthly evaluations and being recognized as Employee of the Month multiple times.
- Maintained an average call wait time of under 90 seconds and kept call durations under 15 minutes, ensuring efficient service.
- Resolved 96% of client issues on first contact, fostering a smooth and positive experience for clients.
- Stayed updated on industry standards, Desjardins' policies, and new product offerings through continuous training, ensuring expert knowledge and high service quality.
- Conducted transaction monitoring to identify suspicious activities, ensuring full compliance with AML/KYC regulations.
Personal Banker
Hsbc Mauritius
07.2016 - 09.2022
- Delivered personalized banking services to individual clients, providing tailored solutions for financial products such as credit cards, loans, savings accounts, and Term deposit investments.
- Exceeded monthly sales targets by consistently selling over 50 financial products per month, driving branch revenue and customer acquisition.
- Managed cashier counter operations, ensuring 100% accuracy in cash handling and that the cash drawer always balanced with no discrepancies.
- Maintained zero security breaches and ensured compliance with fraud prevention protocols, safeguarding client and bank assets.
- Conducted daily cashbook balance preparation to ensure accurate financial records in line with compliance audits and internal standards.
- Ensured full compliance with Bank of Mauritius regulations, preparing compliance reports and cashbook balance report to meet audit and regulatory requirements.
- Assisted with AML/KYC procedures, monitoring transactions for suspicious activities and ensuring adherence to the Bank of Mauritius' guidelines.
- Performed Customer due diligence (CDD) for clients, ensuring transactions met regulatory standards.
- Conducted transaction monitoring to identify potential risks and suspicious activities, escalating issues when necessary to prevent fraud.
- Consistently achieved 100% performance in mystery shopper evaluations, meeting the highest standards in sales, service, and compliance.
- Supervised and mentored new colleagues, ensuring seamless integration and adherence to operational procedures and HSBC’s high service standards.
Bookkeeping and Accounting (part Time-20hrs/week)
Lynnshoes
01.2012 - 01.2022
- Performed journal entries for bi-weekly payroll, accurately recording deposits, adjusting entries, and closing entries for efficient financial management.
- Managed bank reconciliation for multiple accounts, ensuring accuracy in financial records and resolving discrepancies promptly.
- Maintained the integrity of the general ledger by accurately recording all financial transactions in accordance with IFRS.
- Prepared monthly and year-end financial statements, including Profit and Loss statements, and ensured accurate reporting of financial data.
- Filed tax returns on time, ensuring compliance with local tax laws and minimizing any risk of penalties.
- Supported account closing procedures, ensuring all bookkeeping entries were completed in preparation for accurate reporting.
- Regularly reviewed accounts for potential discrepancies, ensuring the accuracy of records and compliance with internal controls.
- Self-motivated, with a strong sense of personal responsibility.
Digital Marketing (part-time- 10hrs/week)
Lynnshoes
01.2014 - 01.2016
- Managed and executed online marketing campaigns across email and social media platforms, increasing engagement by 25% over 2 years.
- Built and maintained social media presence, growing followers by 30% within the first year.
- Measured and reported on campaign performance, achieving a 20% increase in click-through rates (CTR) and optimizing campaigns based on insights.
- Analyzed trends and customer behaviors, resulting in a 15% reduction in ad spend while maintaining performance levels.
- Developed and implemented creative digital marketing strategies, contributing to a 10% growth in online sales year-over-year.
- Evaluated customer experiences using analytics tools, leading to a 20% improvement in conversion rates through social media optimization.
- Provided recommendations for the adoption of new marketing technologies, improving marketing efficiency by 10%.
Education
PREREQUESITE PROGRAM FOR MASTER IN FINANCE - FINANCE
UNIVERSITY OF NEUCHATEL
NEUCHATEL, SWITZERLANDBachelor of Science - International Business Management
UNIVERSITY OF MAURITIUS
REDUIT, MAURITIUS10-2016
Skills
- Customer Service Excellence & Problem Resolution
- Compliance & Regulatory Adherence (AML, KYC, CDD)
- Transaction Processing & Reconciliation
- Sales of Financial Products & Services
- Financial Record Keeping
- Bilingual Communications (English & French)
- Strong team player with strong work ethic, trustworthy and adaptable
- Technology savvy
- Analytical and problem solving
Languages
English
Native or Bilingual
French
Native or Bilingual
Timeline
Business Advisor
Desjardins
11.2022 - Current
Personal Banker
Hsbc Mauritius
07.2016 - 09.2022
Digital Marketing (part-time- 10hrs/week)
Lynnshoes
01.2014 - 01.2016
Bookkeeping and Accounting (part Time-20hrs/week)
Lynnshoes
01.2012 - 01.2022
PREREQUESITE PROGRAM FOR MASTER IN FINANCE - FINANCE
UNIVERSITY OF NEUCHATEL
Bachelor of Science - International Business Management
UNIVERSITY OF MAURITIUS
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