MICHELL RANASINGHE
Bank Associate
Toronto,ON
Summary
Diligent Bank Associate and Business Consultant with a strong background in banking operations, client relationship management, and financial advisory. Proven ability to facilitate financial transactions, resolve customer inquiries, and enhance the overall banking experience. Skilled in problem-solving, digital banking support, and effective communication to deliver service excellence in fast-paced environments.
Overview
5
5
years of professional experience
1
1
Certification
2
2
Languages
Work History
Banking Associate
Abu Dhabi Commercial Bank
12.2022 - 06.2023
- Engaged customers in everyday banking needs by assisting with financial inquiries, product recommendations, and service solutions in person and over the phone.
- Promoted personal banking services such as balance transfers, cash loans, insurance, and payment plans by identifying individual financial needs and goals.
- Educated customers on digital channels including online and telephone banking, enhancing adoption of self-serve platforms and improving overall satisfaction.
- Completed documentation and data entry for financial services with accuracy, ensuring alignment with internal policy and regulatory standards.
- Actively listened to customer concerns, resolved issues promptly, and referred complex cases to appropriate team members to ensure smooth service delivery.
- Contributed to continuous improvement by participating in quality control reviews and identifying service gaps in daily branch operations.
- Maintained confidentiality and professionalism in handling sensitive financial information.
Senior Business Consultant
Copreus (Pvt) Ltd
07.2019 - 08.2022
- Provided clients with investment guidance and financial planning by analyzing global and regional markets, aligning with their long-term financial objectives.
- Delivered tailored advice on investment opportunities, balancing execution-only and discretionary mandates to best serve client needs.
- Built strong, trust-based relationships with clients through proactive communication and personalized service, ensuring ongoing engagement and portfolio growth.
- Translated complex financial data into simple, actionable insights, enabling clients to make informed decisions.
- Conducted regular portfolio reviews and responded to changing market conditions, ensuring optimal returns and client satisfaction.
- Demonstrated strong attention to detail and compliance in preparing and managing investment documentation.
Business Consultant
Victoria's Partners
07.2018 - 07.2019
- Delivered personalized investment advice and financial planning support to individual clients, focusing on long-term relationship building.
- Conducted deep analysis of market trends and client profiles to recommend investment strategies aligned with goals and risk tolerance.
- Maintained organized records of investment holdings and client communications, ensuring regulatory and operational compliance.
- Exercised sound judgment in recommending investment products, while always prioritizing client interests and confidentiality.
- Strengthened customer confidence by providing clear explanations and responsive support, helping clients navigate financial decisions with ease.
Education
Canadian Securities Course (CSC) - Finance And Investment
Canadian Securities Institute
Toronto, Canada12.2025
Post-Graduate Certificate - Global Business
Seneca Polytechnic
Toronto, CA 05.2001 -
BBA - International Business & Management (Double-Major)
Monash University
Malaysia 05.2001 -
Skills
- Financial advisory services
- Effective communication
- Effective team leadership
- Analytical problem solving
- Effective negotiation techniques
- Client engagement strategies
- Strategic development
- Service excellence
- Financial advisory services
Certification
Canadian Securities Institute, Canadian Securities Course (CSC), In Progress
Personal Activities
- DJing, especially progressive house music
- Staying fit through regular exercise
- Practicing meditation for mental clarity and focus
Accomplishments
Consistently achieved over 95% in call quality and customer service scores at Abu Dhabi Commercial Bank, reflecting strong communication skills and commitment to client satisfaction.
Top Performance in Client Service
Consistently achieved over 95% in call quality and customer service scores, reflecting strong communication and client-focused service excellence.
Timeline
Banking Associate
Abu Dhabi Commercial Bank
12.2022 - 06.2023
Senior Business Consultant
Copreus (Pvt) Ltd
07.2019 - 08.2022
Business Consultant
Victoria's Partners
07.2018 - 07.2019
Post-Graduate Certificate - Global Business
Seneca Polytechnic
05.2001 -
BBA - International Business & Management (Double-Major)
Monash University
05.2001 -
Canadian Securities Course (CSC) - Finance And Investment
Canadian Securities Institute
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