Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Certification
Languages
Timeline
Generic

Mohamed Salim Ghezali

Montreal,Canada

Summary

Armed with a Bachelor's degree in Business and Management from HEC Montréal, I am currently serving as Assistant Branch Manager with extensive experience developing high net worth client relationships and referral networks.

Top-performer with track record of consistently meeting or exceeding sales goals. Talented at educating customers on banking services and products and recommending best options to meet long- and short-term needs.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Assistant Branch Manager

Royal Bank of Canada, RBC
07.2022 - Current
  • 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.
  • Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.
  • Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
  • Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
  • Enhanced customer satisfaction by providing exceptional service and addressing concerns promptly.
  • Trained and mentored new employees, fostering a positive work environment that led to higher retention rates.

Personal Financial Advisor

RBC
04.2021 - 07.2022
  • Assessing client financial needs and objectives to provide personalized banking solutions
  • Recommending and explaining a variety of banking products, including loans, mortgages, savings accounts, and investment options
  • Conducting financial reviews and analysis to ensure clients are on track to meet their financial goals
  • Managing and monitoring client portfolios to optimize financial performance and mitigate risks
  • Providing advice on debt management, savings strategies, and investment opportunities
  • Ensuring compliance with all regulatory requirements and internal policies
  • Building and maintaining strong relationships with clients to foster trust and loyalty.

Sales Marketing Advisor

Tesla
02.2020 - 03.2021
  • Converting showroom visitors into customers by understanding their needs and interests and matching them to the most appropriate car
  • Understanding the characteristics, capabilities, and features of all cars and providing the potential customer with detailed information
  • Taking customers on test drives and demonstrating vehicle features
  • Building a rapport with potential customers to improve the possibility of a sale in the future
  • Maintaining a customer database and communicating with them
  • Assisting customers with completing the relevant paperwork required for a successful sale to be processed
  • Maintaining reporting structures and recording sales and inventory on our CRM software
  • Collaborating with team members to reach sales targets.

Credit Counselor

CIBC
09.2018 - 01.2020
  • Assessing clients' overall financial situation by reviewing income, assets, debts, expenses, credit reports, or other financial information
  • Creating debt management plans, spending plans, or budgets to assist clients to meet financial goals
  • Calculating clients' available monthly income to meet debt obligations
  • Prioritizing client debt repayment to avoid dire consequences, such as bankruptcy or foreclosure or to reduce overall costs, such as by paying high-interest or short-term loans first
  • Recommending strategies for clients to meet their financial goals, such as borrowing money through loans or loan programs, declaring bankruptcy, making budget adjustments, or enrolling in debt management plans
  • Interviewing clients by telephone or in person to gather financial information
  • Explaining general financial topics to clients, such as credit report ratings, bankruptcy laws, consumer protection laws, wage attachments, or collection actions
  • Educating clients on financial planning topics.

Education

Bachelor's degree - Business, Management, Marketing, and Related Support Services

HEC Montréal
06.2023

Certificate - MUTUAL FUNDS COURSE

IFSE Institute
Montreal, QC
02.2020

SCHOOL DIPLOMA DES - Computer And Engineering Technician Access

MILESTONE COLLEGE
Brossard, QC
06.2019

Skills

  • Fraud Investigations
  • Marketing Strategy
  • Salesforcecom
  • Banking
  • Operations Management

Websites

Accomplishments

  • Repeatedly received recognition from superiors for excellence in service.
  • Successfully closed an average of 350k$ loans per month.
  • Led the bank with more than 8.9m$ in sales per year.
  • Supervised branch team of 8 staff members.
  • Documented and resolved branch fraud cases

Certification

Mutual Funds License Course

Languages

English
Native or Bilingual
French
Native or Bilingual
Arabic
Native or Bilingual
Spanish
Limited Working
Turkish
Professional Working

Timeline

Assistant Branch Manager

Royal Bank of Canada, RBC
07.2022 - Current

Personal Financial Advisor

RBC
04.2021 - 07.2022

Sales Marketing Advisor

Tesla
02.2020 - 03.2021

Credit Counselor

CIBC
09.2018 - 01.2020

Bachelor's degree - Business, Management, Marketing, and Related Support Services

HEC Montréal

Certificate - MUTUAL FUNDS COURSE

IFSE Institute

SCHOOL DIPLOMA DES - Computer And Engineering Technician Access

MILESTONE COLLEGE

Similar Profiles

CREATE PROFILE
Mohamed Salim Ghezali