Lyne Abouchacra

· Provide strategic investment advice to clients based on their goals, time horizon, risk tolerance and risk capacity through KYC.

· Comprehensive knowledge of KYP to provide tailored advice either through portfolio or multi-fund solutions, GIC’s or saving accounts for client all whilst assessing short term liquidity needs.

· Staying up to date on industry regulations and compliance standards.

· Manage and build relationships with clients to understand their financial goals and manage risk as they go through different stages of life.

· Executing and managing transactions and account openings, insuring timely and accurate completion.

• Increased client satisfaction by providing personalized banking solutions and financial advice.
• Assisted clients in comprehending their credit card statements, explaining transaction details, and addressing any queries or concerns.
• Ensured accuracy in processing credit cards payments, refunds, and resolving transaction discrepancies promptly.

· Excelled at needs discovery and solution development to provide commercial clients with advice for their day-to-day banking operations.

· Provided an added value for clients through advice all while maintaining a speedy case resolution average.

· Handled all sorts of transactions such as: Account openings, transfers, bill payments, online banking guidance, promotional campaigns, pre-approved credit activation, general inquiries and loan maintenance.

• Delivered engaging and interactive French language lessons using a variety of multimedia tools.
• Customized lesson plans to meet the diverse needs and proficiency levels of students from various cultural backgrounds.
• Provided a supportive and encouraging environment for students to build confidence in their French language skills.