Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Mujtaba Ahmadi

Edmonton

Summary

Results-oriented banking professional with 7+ years of progressive experience in personal and everyday banking. Expertise in delivering tailored financial advice, opening new accounts, and providing investment, lending, and account management services. Proven track record of exceeding sales targets, driving referrals to wealth management, mortgages, and small business advisory, while maintaining strong compliance standards and building trusted client relationships.

Overview

7
7
years of professional experience

Work History

Everyday Banking Advisor

ATB Financial
01.2025 - Current
  • Work at the branch located in the headquarters, providing clients with personalized financial solutions, including chequing/savings accounts, loans, credit cards, overdrafts, and lines of credit.
  • Open and manage registered and non-registered investment accounts (RRSP, RRIF, TFSA, GICs).
  • Assist clients with estate services and power of attorney processes.
  • Exceeded sales attainment and consistently surpassed unit sales targets.
  • Earned Referral Program Points Award by generating a high-quality referral to the wealth advisor.
  • Collaborated effectively with colleagues and mortgage/small business teams to deliver complete client solutions.
  • Participated in multiple community networking events to promote the bank and build professional networks.
  • Demonstrated leadership and initiative by proactively and efficiently actioning all leads, connecting with clients in the lobby during busy periods to assist tellers, and processing transactions when needed.
  • Built strong, positive relationships with managers, peers, and clients through professionalism and teamwork.
  • Ensured full compliance with regulatory guidelines and internal risk management policies.

Personal Banking Associate

TD Bank
10.2021 - 01.2025
  • Delivered outstanding customer service, achieving excellent customer survey feedback.
  • Built and maintained strong professional relationships with clients, colleagues, and management.
  • Assisted clients with banking services including account openings, loans, credit cards, lines of credit, estate and power of attorney services.
  • Performed teller duties with accuracy, ensuring error-free transactions and high-quality service.
  • Adhered to compliance standards in credit management, personal lending, and banking operations.
  • Consistently exceeded yearly sales targets, generating referrals to financial planners, advisors, private bankers, and small business specialists.

Customer Experience Associate

TD Bank
09.2018 - 10.2021
  • Processed high-volume transactions including deposits, withdrawals, drafts, transfers, and bill payments with accuracy.
  • Balanced end-of-day operations and managed system applications efficiently.
  • Performed branch openings and closings as secure desk officer.
  • Acted as customer experience coordinator by welcoming clients, answering calls, and assisting with credit card and account requests.

Education

Diploma - Business Administration - Finance

Northern Alberta Institute of Technology
Edmonton
01-2025

High School Diploma -

Harry Ainlay High School
Edmonton, AB
01-2017

Skills

  • Retail & Everyday Banking: chequing, savings, lines of credit, credit cards, overdrafts
  • Investment Products: RRSP, RRIF, TFSA, GICs (registered & non-registered)
  • Sales & Referrals: exceeded sales targets; strong referral generation to wealth, mortgage, and small business teams
  • Client Service: tailored financial advice; estate services; power of attorney
  • Compliance: regulatory adherence; documentation accuracy; risk management
  • Professional Skills: leadership, communication, teamwork, organization, problem-solving under pressure
  • Technical Skills:
    Core Banking & CRM Systems (daily banking platforms, client management tools, loan origination systems)
    Risk & Compliance Tools (KYC/AML monitoring, regulatory documentation systems)
    Investment Platforms (RRSP, TFSA, GICs systems and reporting tools)
    Microsoft Office Suite & Teams (Word, Excel, PowerPoint, Outlook, Teams)
    Google Workspace (Meet, Calendar, Docs, Sheets, Drive, Chat)
    Data Entry, Reporting & Digital Banking Applications

Languages

English
Native or Bilingual
Persian
Native or Bilingual
Hindi
Limited Working

Timeline

Everyday Banking Advisor

ATB Financial
01.2025 - Current

Personal Banking Associate

TD Bank
10.2021 - 01.2025

Customer Experience Associate

TD Bank
09.2018 - 10.2021

Diploma - Business Administration - Finance

Northern Alberta Institute of Technology

High School Diploma -

Harry Ainlay High School

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Mujtaba Ahmadi