Overview
Work History
Education
Skills
Timeline
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Orel Riley Karadi

Edmonton,Alberta

Overview

7
7
years of professional experience

Work History

Personal Banker

TD BANK
Edmonton, AB
11.2022 - Current
  • Processed loan applications according to established guidelines.
  • Advised customers on various financial products available from the bank.
  • Recognized opportunities for cross-selling additional banking products or services.
  • Met with customers to analyze financial needs and maximize sales opportunities.
  • Analyzed potential investments such as stocks, bonds, mutual funds, real estate and insurance products for clients.
  • Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
  • Coordinated and managed daily administrative operations.

Bank Teller

TD BANK
Edmonton, AB
08.2019 - 10.2022
  • Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
  • Cross-sold bank products such as savings accounts and credit cards to existing clients.
  • Performed cash handling duties including counting currency, coins and checks.
  • Identified customer financial needs, goals and objectives and offered appropriate financial products to suit needs.
  • Met or exceeded sales goals by promoting bank products and services in customer interactions.
  • Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
  • Adhered to financial services security and audit procedures.

Car Rental Agent and Front Office Supervisor

Thrifty Car Rental
Netanya, Israel
02.2017 - 07.2019
  • Coordinated and managed daily administrative operations of the office.
  • Answered incoming calls in a professional manner, directed callers to appropriate personnel or department, or took messages as needed.
  • Supervised, trained and mentored staff members in the use of office equipment and procedures.
  • Managed payroll processing functions for all employees in the department.
  • Inspected vehicles for damage prior to rental and upon return.
  • Explained the terms of rental agreements to customers.
  • Employed sales techniques to boost sales and services.

Office Administrator

Investment House
Netanya, Israel
03.2018 - 12.2018
  • Reviewed documents and obtained additional information to complete accurate paperwork and avoid delays.
  • Interacted professionally with both customers and inside personnel, answering questions and responding to phone and email inquiries.
  • Met incoming customers with professional approach and provided friendly, knowledgeable assistance.
  • Disseminated reports and contracts to proper personnel and reviewed all information, promoting high level of accuracy.
  • Managed investment contracts (such as; saving accounts) including risk mitigation and clarifications.
  • Administered physical and digital filing systems, keeping records well-organized and easily retrievable by team members.

Education

Diploma - Accounting & Payroll

Robertson College
Edmonton, AB
05.2023

High School Diploma -

Rigler High School
Israel
2015

Skills

  • Proficient with CRM, OPC, S3, ADMIN APPS, C3, QUICKBOOKS, SAGE50 and Microsoft Office
  • Excellent Communication
  • Sales
  • Upselling
  • Ability to Work Under Pressure
  • Decision Making
  • Self-motivation
  • Quick learner
  • Conflict Resolution
  • Leadership
  • Adaptability
  • Teamwork
  • Computer Skills
  • Time management skills
  • Customer assistance
  • Cash management
  • Flexible
  • Multitasking and prioritization

Timeline

Personal Banker

TD BANK
11.2022 - Current

Bank Teller

TD BANK
08.2019 - 10.2022

Office Administrator

Investment House
03.2018 - 12.2018

Car Rental Agent and Front Office Supervisor

Thrifty Car Rental
02.2017 - 07.2019

Diploma - Accounting & Payroll

Robertson College

High School Diploma -

Rigler High School

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Orel Riley Karadi