Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Mahla Ritchie

Toronto,ON

Summary

Dynamic Branch Manager at Fairstone with a proven track record in driving sales growth and enhancing customer satisfaction. Expert in data analysis and risk management, I successfully implemented process improvements that boosted profitability. Passionate about team leadership, I fostered a culture of excellence and resolved conflicts to elevate service standards.

Overview

11
11
years of professional experience

Work History

Branch Manager

Fairstone
Markham , Ontario
10.2015 - Current
  • Coordinated promotional campaigns for new products or services in order to boost sales revenue.
  • Identified opportunities for process improvement initiatives within the branch.
  • Resolved escalated customer complaints in a timely manner.
  • Analyzed data to identify trends related to products, services, customers and markets served by the branch.
  • Provided feedback on employee performance evaluations conducted by supervisors.
  • Managed staff scheduling, hiring and training processes.
  • Implemented internal control procedures to minimize risk exposure and maximize profitability.
  • Performed regular audits of financial records in order to ensure accuracy.
  • Reviewed loan applications to ensure accuracy and compliance with regulations.
  • Ensured compliance with established policies, procedures and regulations governing banking operations.
  • Monitored financial performance of the branch on a monthly basis.
  • Directed daily operations of the branch, including customer service, human resources, sales and marketing activities.
  • Provided guidance and support to team members regarding problem resolution and customer service issues.
  • Facilitated weekly meetings with staff members to discuss progress on current initiatives.

Financial Services Representative

Easy Financial Service
Toronto, Ontario
04.2014 - 10.2015
  • Educated customers about different types of products available from the company's portfolio.
  • Fostered relationships with new and existing customers through excellent customer service skills.
  • Advised customers on various aspects of personal finance such as budgeting, taxes, insurance, investments.
  • Ensured that all customer inquiries were answered promptly and completely.
  • Processed transactions quickly and accurately in accordance with established procedures.
  • Identified potential areas of concern or improvement within a client's portfolio.
  • Negotiated with financial institutions on behalf of clients to secure optimal terms for financial products.
  • Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.

Education

Diploma - Personal Support Worker

Medix
Toronto, ON
04-2014

Diploma - Medical Administration

Academy of Learning Career College
Toronto, ON
09-2006

Skills

  • Sales strategy
  • Customer service
  • Data analysis
  • Risk management
  • Regulatory compliance
  • Financial performance
  • Employee training
  • Team leadership
  • Conflict resolution
  • Public speaking

Accomplishments

  • Star Path Mentorship Award
  • Toronto Police Community Service Award

Timeline

Branch Manager

Fairstone
10.2015 - Current

Financial Services Representative

Easy Financial Service
04.2014 - 10.2015

Diploma - Personal Support Worker

Medix

Diploma - Medical Administration

Academy of Learning Career College

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Mahla Ritchie