Summary
Overview
Work History
Education
Skills
Websites
Languages
Certification
Timeline
Generic

Mikhael Morkos

Summary

Top-performing professional with substantial experience in banking and finance. Dedicated to establishing long-term relations with customers to demonstrate trust and decrease account closure rates. Adept at understanding customer needs to recommend appropriate banking products.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Personal Banking Associate

Bank of Montreal
08.2021 - Current
  • Increased client retention through exceptional relationship-building and proactive problem-solving skills.
  • Implemented innovative sales techniques that contributed significantly to increased revenue generation from existing clients as well as new business acquisition efforts.
  • Processed customer applications and approved loans in accordance with bank policy.
  • Enhanced customer satisfaction by providing personalized banking solutions tailored to individual needs.
  • Promoted financial literacy among clients by conducting educational workshops on budgeting, credit management, and investment strategies.
  • Assisted customers in opening new accounts, ensuring thorough understanding of available products and services.
  • Managed a diverse portfolio of high-net-worth clients, providing comprehensive financial advice and superior customer service.

Staff Accountant

PRO Accounting & Tax Services
01.2021 - 08.2021


  • Performed monthly bank reconciliations to ensure accuracy of financial reports using QuickBooks desktop and online platforms
  • Prepared and filed monthly, quarterly, and annual tax returns
  • Preparation of personal income tax returns using CCH Infirm Cantax
  • Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
  • Prepared and processed journal entries to record in general ledger and maintain consistent documentation.
  • Kept up to date on current income tax developments and advised clients to make proper adjustments.
  • Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations.

Restaurant Manager

Wild Wings
01.2018 - 03.2021


  • Performed opening and closing duties as required by the restaurant
  • Handling situations of high pressure
  • Ordering supplies and responsible for inventory management
  • Carefully interviewed, selected, trained, and supervised staff.
  • Promoted positive atmosphere and went above and beyond to guarantee each customer received exceptional food and service.
  • Led and directed team members on effective methods, operations, and procedures.
  • Reconciled cash and credit card transactions to maintain accurate records.
  • Tracked daily sales transactions and invoices for accurate and updated financial reporting.

Education

Bachelor of Commerce - BCom - Finance Major - Finance

University Of Ontario
04.2023

Skills

  • Microsoft Excel
  • Management
  • Data analysis
  • Team Leadership
  • Strategic Planning
  • Financial Analysis
  • Credit analysis
  • Financial product knowledge
  • Digital banking platforms
  • Investment Analysis

Websites

Languages

English (Native speaker)
Arabic (Highly proficient)

Certification

  • Investment Funds of Canada, IFSE Institute - [September 2023]

Timeline

Personal Banking Associate

Bank of Montreal
08.2021 - Current

Staff Accountant

PRO Accounting & Tax Services
01.2021 - 08.2021

Restaurant Manager

Wild Wings
01.2018 - 03.2021

Bachelor of Commerce - BCom - Finance Major - Finance

University Of Ontario

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Mikhael Morkos