Summary
Overview
Work History
Education
Skills
Certification
Personal Activities
Accomplishments
Top Performance in Client Service
Timeline
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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, Canada
12.2025

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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MICHELL RANASINGHEBank Associate