Meera Davé
Calgary,Canada
Summary
Finance professional skilled in optimizing office workflows and managing diverse administrative tasks. Proven ability to support higher management through effective scheduling and coordination. Strong focus on team collaboration and adaptability to changing organizational needs, ensuring seamless operations and goal achievement.
Overview
4
4
years of professional experience
Work History
Branch Supervision Administrator
BMO Nesbitt Burns
05.2022 - 06.2022
- Delivered continuous supervision education to designated branches
- Conducted necessary supervision reviews, including global relay email review, gateway message review, daily trade review and query, along with request for information
- Carried out crucial daily supervision reviews, such as branch reports
- Offered support & guidance to staff regarding supervision matters
- Ensured timely, accurate, and efficient service delivery in all tasks
- Handled sensitive information discreetly, maintaining strict confidentiality at all times as required by company policy or legal regulations.
Senior Banker
Bank of Montreal
04.2021 - 06.2021
- Increased commercial lending portfolio by 15% through managing intricate deals with key clients and partners
- Conducted comprehensive customer assessments to offer customized recommendations
- Assisted customers with transactions, considering branch traffic
- Served as role model for branch colleagues in leadership activities
- Participated in workshops with colleagues to explore innovative methods for customer attraction and peer support
- Established and maintained a network of internal and external referral sources to foster business growth and provide high-quality referrals
- Played an active role in driving sales targets by proactively pitching new products/services to both existing and prospective clients.
- Provided exceptional customer service, resolving complex issues promptly to maintain client trust and loyalty.
Assistant Branch Manager
Bank of Montreal
08.2020 - 04.2021
- Enhanced branch operations, resulting in 15% increase in customer satisfaction by leveraging 4 years of industry experience
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
- Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.
- Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
- Trained and developed new team members in alignment with branch service standards and objectives.
- Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
Personal Banker
Bank of Montreal
09.2018 - 08.2020
- Was able to increase efficiency by 12% due to introducing a new filing system process
- Took the initiative to learn innovative banking methods and introduced new technologies to the entire market after coaching Branch Managers and the Regional Vice President
- Developed long-lasting relationships with clients, resulting in an expanded customer base and increased referrals.
- Demonstrated a strong desire to acquire new skills and efficiently manage diverse tasks to support the Branch Manager
- Acted as the second-in-command during the Manager's absence, showcasing leadership capabilities
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
Education
Conduct And Practices Handbook - Finance
Canadian Securities Institute
03-2022
Canadian Securities Course - Finance
Canadian Securities Institute
09-2021
Branch Compliance Officer's Course - Compliance
Canadian Securities Institute
09-2021
Investment Funds In Canada - Finance
Canadian Securities Institute
05-2018
Skills
- Scheduling
- Record preparation
- Branch operations
- Fraud prevention
- Sales expertise
- Relationship building and management
- Banking
- Branch management
- Customer Service
- Loan structuring
Languages
Gujarati
Native or Bilingual
Hindi
Full Professional
BMO Best of the Best 2017
Recognized as an employee who exceeded sales targets and also showed ambition to grow career and took on additional responsibilities.
BMO Best of the Best 2018
Recognized as an employee who not only exceeded sales expectations but was able to ensure client’s received the best level of service.
Timeline
Branch Supervision Administrator
BMO Nesbitt Burns
05.2022 - 06.2022
Senior Banker
Bank of Montreal
04.2021 - 06.2021
Assistant Branch Manager
Bank of Montreal
08.2020 - 04.2021
Personal Banker
Bank of Montreal
09.2018 - 08.2020
Conduct And Practices Handbook - Finance
Canadian Securities Institute
Canadian Securities Course - Finance
Canadian Securities Institute
Branch Compliance Officer's Course - Compliance
Canadian Securities Institute
Investment Funds In Canada - Finance
Canadian Securities Institute
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