Establish and maintain business relationships with individual or commercial customers.
Provide general information to clients and handled all clients’ queries in a timely and responsive manner.
Provide advice,assistance and problem solving solutions to customers.
Maintain client database and records and follow up with clients on missing documentation required.
Process transactions accurately and efficiently in accordance with established guidelines and policies, keeping current with departmental policies and procedures such as foreign currency exchange, buy and sell money orders, cheque cashing and wire transfers.
Perform treasury duties,including cash inventory management and all banking arrangements 70 currencies.
Allocate all national currencies to the company branches.
Close and balance all treasuries daily.
Promote financial products and services.
Assist with the phone coverage as required, in a courteous and professional manner
Perform related clerical duties such as photocopy and collate documents for distribution, mailing and filling and other office procedures
Prepare and submit report to FINTRAC accurately and timely.
CARLTON CURRENCY INVESTMENT
Supervisor
01.2006 - 01.2008
Job overview
Promoted to supervisor position from client service representative for coordinated all sales, transaction processing, treasury management, database management and all related office operation
Trained and supervised tellers in numerous tasks, provided excellent service to clients handled all account inquiries, foreign exchange, wire transfers and all related financial duties
Submitted reports to FINTRAC in a timely manner, account management and worked as a team member to ensure that targets are being met.
CARLTON CURRENCY INVESTMENT
Foreign Exchange Teller
01.2004 - 01.2006
Job overview
Trained and supervised tellers in numerous tasks, provided excellent service to clients handled all account inquiries, foreign exchange, wire transfers and all related financial duties
Submitted reports to FINTRAC in a timely manner, account management and worked as a team member to ensure that targets are being met.
COURT TACTIX INC. PARALEGAL
Administrative Assistant
01.2003 - 01.2004
Job overview
Typed various legal documents such as litigation forms and notice of motions
Coordinated and scheduled clients meetings and court
Organized and maintained over 200 client’s files.
BANK OF COMMERCE
Investment Banking Analyst
01.1998 - 01.2002
Job overview
Collected and analyzed loan documentation, prepared loan statements, analyzed financial statements and management reports, advised clients on investment plans, performed market analyzing and research, responsible for all budgeting and updating different projects.
BANK OF COMMERCE
Treasury Department Supervisor/ Banking Officer
01.1991 - 01.1998
Job overview
Responsible for cash management includes updating daily-weekly-monthly cash projections, investment of cash surpluses, managed budgeting for 40 band accounts and issued necessary related documents
Examined and analyzed journals-ledger entries and bank statements, kept accurate financial records, maintained and balanced accounts
Implemented the risk management and processed.
Education
HUMBER COLLEGE
Toronto, ON
Business Management-Financial Services Diploma
01.2011
SKILLS FOR CHANGE
Toronto, ON
Finance & Office Assistant program
01.2003
UNIVERSITY OF TEHRAN
Tehran, Iran
Bachelor of Art
01.1991
Skills
Customer Service Oriented
Complaint Handling & Resolution
Retail Operations Management
Solid multitasking skills
Teambuilding & Training
Problem Solving
Dedicated client service professional with 10 years of experience in "financial service industry" Consistently achieve record-high customer satisfaction rankings, Experienced in all aspects of office administration Enlightened Communication and interpersonal skills, customer service oriented, Excellent oral and written communication, well organized with the ability to adapt quickly to new tasks and responsibilities, detail oriented, relationship builder developed through my studies and work environment Excellent Computer proficiency, Microsoft Office, PCFX and related financial programs