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, AB05.2023
High School Diploma -
Rigler High School
Israel2015
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