Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Ola zeitoun

Edmonton,AB

Summary

Accomplished Personal Banking Officer with a proven track record at TD Bank, enhancing account opening efficiency and excelling in wealth management for high-net-worth clients. Expert in portfolio management and renowned for exceptional customer service, I significantly improve client satisfaction and loyalty. Skilled in investment advisory and maintaining a positive attitude under pressure.

Overview

19
19
years of professional experience

Work History

Personal Banking Officer

TD Bank
11.2014 - Current
  • Streamlined account opening procedures for improved efficiency and reduced processing time.
  • Managed a diverse portfolio of high-net-worth clients, providing personalized service tailored to their unique needs.
  • Worked closely with investment specialists to provide comprehensive wealth management solutions for clients seeking long-term growth opportunities.
  • Conducted regular staff training sessions to ensure consistent knowledge of banking policies and procedures among team members.

Customer Service Representative

Desjardins Bank
01.2006 - 05.2014
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Responded to customer requests for products, services, and company information.

Customer Service Representative

Elections
07.2005 - 08.2005
  • Conducted training sessions for new hires, ensuring consistent level of service across team.

Education

No Degree - Education

University of Montreal
Montreal, QC
05-2009

Skills

  • Portfolio Management
  • Loan Processing
  • Cross-Selling Products
  • Cash Handling
  • Banking operations
  • Investment Advisory
  • Credit assessment
  • Attention to Detail
  • Banking
  • Positive Attitude
  • Customer Service
  • Customer Satisfaction

Languages

English
Full Professional
French
Native or Bilingual
Arabic
Native or Bilingual

Timeline

Personal Banking Officer

TD Bank
11.2014 - Current

Customer Service Representative

Desjardins Bank
01.2006 - 05.2014

Customer Service Representative

Elections
07.2005 - 08.2005

No Degree - Education

University of Montreal

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Ola zeitoun