NATASHA OLATUNJI
Investment Banker
Kitchener,ON
Summary
A knowledgeable Investment Specialist with over 4 years of Banking experience helping customers with investment and advises customers on wealth and investment Strategies that meet their objectives, while staying updated on market and economic trends that can build legendary customer experiences.
Overview
4
4
years of professional experience
3
3
Certifications
Work History
Investment Specialist
Bmo bank
Toronto
02.2022 - Current
- Primary point of contact to assist clients with opening accounts,supporting transfers,processing trades and showing clients how to self serve on Investorline website
- resolves client challenges and escalates complex or unresolved situations to senior managers as required
- Helped recognize and act upon opportunities to help our clients achieve their financial goals and expand our business relationships
- Probes to understand customer needs and advises them through their unique investment needs.
- Established key procedures for teams preparing documentation, models and presentations.
- Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
Financial Service Associate
Easyfinancial Services
Toronto
04.2021 - 01.2022
- Superior sales, customer service skills and relationship management which was honored through meeting and clients financial needs and providing lending/borrowing advise.
- Consistently met and exceeded monthly sales targets every month which catapulted me to being one of the top financial service advisor in the western region for four consecutive months
- Reviewed and analysesdcredit report, income stability, debt to income ratio to evaluate creditworthiness and risk rating clients.
- conduct interview with borrowers and processing large volume credit application for secured and unsecured loan
- Collect credit account as close terms of sale through application of effective collection technique
Personal Banking Associate
TD Bank
Kitchener, ON
01.2019 - 03.2021
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Developed tailored solutions to meet individual banking needs.
- Engage customers in day to day advice needs, service transactions, digital education, and customer problem resolution related to banking solutions
- Support the frontline staff with scheduled cash and non-cash transactions; resolve critical issues and report non-standard matters to management
- Build customer confidence on emerging digital banking trends by educating them on mobile, ATM, and online banking
- Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence
- Performed loan servicing functions to check compliance with applicable terms and conditions.
Education
International Business Management - Post Graduate
Conestoga College
Waterloo, ON 05.2001 -
Hospitality And Business Manageme - Bachelors of Art
Eastern Mediterranean University
CyprusSkills
Analytical and problem solving
Risk Management and Compliance
Customer service
Team collaboration
Financial Services and Products
Bmo investorline Product knowledge
Certification
CSC(canadian securities course)
Timeline
Investment Representative
08-2022
CPH (conduct and practices handbook course)
07-2022
CSC(canadian securities course)
05-2022
Investment Specialist
Bmo bank
02.2022 - Current
Financial Service Associate
Easyfinancial Services
04.2021 - 01.2022
Personal Banking Associate
TD Bank
01.2019 - 03.2021
International Business Management - Post Graduate
Conestoga College
05.2001 -
Hospitality And Business Manageme - Bachelors of Art
Eastern Mediterranean University