Summary
Overview
Work History
Education
Skills
Timeline
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Melanie Malaka

Acme,AB

Summary

Dedicated Everyday Banking Advisor with 27 yrs of expertise in credit risk evaluation and cultivating client relationships. Deep understanding of clients' needs and financial health, enabling tailored solutions. Excited to take on new position at ATB focused on working with and building new business opportunities. Proven track record and passion for delivering exceptional service will make a significant impact in this role.

Overview

2026
2026
years of professional experience

Work History

Everyday Banking Advisor

ATB Financial
08.2021 - Current
  • Extended and sustained relationships with customers to maintain and grow business.
  • Increased client satisfaction by providing personalized banking solutions and financial advice.
  • Educated customers on digital banking platforms, encouraging adoption of online services for convenience and efficiency benefits.
  • Strengthened customer relationships through timely follow-ups and proactive communication.
  • Developed strong rapport with clientele through active listening skills and empathetic understanding of their financial concerns.
  • Supported branch operations by processing transactions accurately and efficiently.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.

360 Advisory

ATB
12.2020 - 08.2021

Just started in the role and have not experienced applications at this point. As I am still continuing my other role(s) as well.

  • Skilled at working independently and collaboratively in a team environment.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.

Personal Relationship Manager/Manager's Assistant

ATB Financial
06.2019 - 12.2020
  • Achieved client loyalty through quality, productivity, service and proactive management.
  • Proposed solutions and leveraged cross-selling opportunities to existing and new clients.
  • Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
  • Promoted strategies for enhancing credit management processes, including processing loan documentation and maintaining compliance with ATB standards.
  • Acted with minimal direction in self-directed capacities to resolve issues and implement strategies.
  • Developed and enhanced client relationships by leveraging exceptional knowledge and expertise.
  • Generated new leads through various prospecting methods, presenting opportunities to sell services and build larger client base.
  • Provided expert support to Branch Management through operational oversight and strong team leadership.
  • Presented product and service details at various events to increase customer base.

Personal Banking Specialist/Manager's Assistant

ATB
2009 - 05.2019
  • Assisted commercial lenders with loan servicing, cash management and customer concerns.
  • Evaluated customers' credit and financial information to control risk related to loans and other products offered by ATB.
  • Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
  • Provided clients with information on bank accounts, institutional policies, financial products and related services.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Established connections with new clients through proactive follow-up strategies.

Customer Service Representative/CSM

ATB
11.1996 - 2008
  • Trained new hires on relationship building, benefit-oriented sales presentations, sales processes and protocol, product knowledge, customer needs analysis and overcoming objections.
  • Developed open and professional relationships with team members, enabling better, more effective customer service.
  • Mitigated regulatory risks by leading and developing sales analysis team protocol and compliance initiatives.
  • Oversaw addressing of customer requests for friendly, knowledgeable service and support.
  • Worked with Branch Managers to enhance customer service procedures and policies, improving support structures company-wide and boosting customer satisfaction.
  • Supervised and trained customer service team members to provide exceptional service, driving retention and satisfaction.

Education

High School Diploma -

Beiseker Community School
Beiseker, AB

Continual Training

ATB Financial

Skills

  • Client Engagement
  • Relationship review process
  • Solution management
  • Customer relationships
  • Product expertise
  • Lead generation
  • Rapport and relationship building
  • Collaborative Teamwork

Timeline

Everyday Banking Advisor

ATB Financial
08.2021 - Current

360 Advisory

ATB
12.2020 - 08.2021

Personal Relationship Manager/Manager's Assistant

ATB Financial
06.2019 - 12.2020

Customer Service Representative/CSM

ATB
11.1996 - 2008

Continual Training

ATB Financial

Personal Banking Specialist/Manager's Assistant

ATB
2009 - 05.2019

High School Diploma -

Beiseker Community School
Melanie Malaka