Summary
Overview
Work History
Education
Skills
Accomplishments
LANGUAGES
Certification
Interests
Timeline
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PINKEY LALWANI

Vancouver,Canada

Summary

Results-driven professional with a strong background in financial management, sales, and client relationship building. Skilled in delivering exceptional client service, personalized financial solutions, and fostering client loyalty. Proven ability to streamline onboarding and operational processes for optimized support and efficiency. Dependable communicator with dynamic interpersonal skills, dedicated to supporting clients' business objectives while safeguarding operational integrity and driving organizational success.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Business Banking Officer

Coast Capital Savings
09.2023 - Current
  • Deliver exceptional client service by addressing inquiries and resolving issues with business banking products.
  • Open and manage business accounts, term deposits, and overdraft protection ("BLOCs").
  • Ensure compliance with security protocols through robust identity verification and transaction validation.
  • Prevent loss due to fraud, counterfeiting, money laundering, or defalcation; identify and support suspicious and other reportable transactions or patterns of activity that are suspected to be related to money laundering
  • Provided personalized financial advice and solutions to help clients achieve their business objectives
  • Utilized up-to-date information to make effective decisions governing bank operations.
  • Collaborate with other bank departments to ensure a seamless banking experience for clients, resulting in higher client retention rates.

Member Services Representative

Coast Capital Savings
10.2022 - 08.2023
  • Processed cash transactions, including deposits, withdrawals, and currency exchanges, ensuring accuracy and adherence to bank policies.
  • Executed banking transactions such as check cashing, bank drafts, and account transfers with attention to detail.
  • Balanced and reconciled cash drawers, resolving discrepancies to maintain accurate records.
  • Educated customers on bank products and services, generating referrals for loans, mortgages, and investment products.
  • Maintained secure and accurate transaction records, upholding confidentiality and privacy standards.
  • Assisted in the implementation of new membership programs, contributing to organizational growth and expansion.
  • Handled delicate situations diplomatically to maintain positive relationships between the organization and its valued members.

Manager of B2B Partnerships

Instakin
10.2020 - 08.2021

Instakin is a platform designed for expats to connect users with verified service providers in their home countries, ensuring convenience and reliability for remote task management.

  • As a Manager B2B Partnership, developed and nurtured strategic partnerships with B2B companies to drive mutual business growth.
  • Led negotiations, drafted contracts, and ensured alignment with internal stakeholders.
  • Monitored partnership performance, analyzed market trends, and provided regular reports.
  • Achieved departmental goals by developing and executing strategic plans and performance metrics.

Senior Assistant Manager– Business Development

TCS Express & Logistics
08.2017 - 08.2020

Company Overview: Pakistan’s most recognizable and preferred courier, logistics, and e-commerce entity; TCS provides services to the corporate sector, SMEs, and household customers

  • Mentored junior staff members to enhance their skills, promoting growth within the company.
  • Facilitated seamless employee training programs that resulted in higher retention rates and increased job satisfaction among new hires.
  • Conducted weekly staff meetings to motivate staff members, address concerns, and questions, plan improvements and evaluate progress toward goals.

Education

Master of Business Administration - (Majoring in Business Analytics)

University Canada West
Vancouver, BC
12-2022

Bachelor of Business Administration -

IBA Karachi
07.2017

Skills

  • Microsoft Office
  • Microsoft Excel
  • Multilingual
  • Adept in utilizing online tools and other digital applications
  • Credit scoring
  • Cross-selling products
  • Banking operations
  • Multitasking
  • Effective communication

Accomplishments

  • As a business banking officer, contributed to various Advice Center campaigns facilitating CEBA closure project and obtaining FATCA information from business members ensuring compliance with international tax regulations.
  • Leveraged insights from coaching sessions to deliver prompt and effective solutions to members on calls, improving overall service quality.
  • As a member service representative, achieved my annual targets of referrals by150%, converting prospects into potential customers.
  • Throughout my MBA, volunteered as Peer Leader, facilitating group discussions to support peers in sharing their thoughts and opinions. Encouraging diversity and inclusion by planning group activities to help each other grow personally and professionally.

LANGUAGES

English
Full Professional
Sindhi
Native or Bilingual
Urdu
Native or Bilingual

Certification

Canadian Investment Funds Course under the IFIC program

Interests

Traveling – Exploring cultures, social dynamics in different parts of the world and learning about diverse lifestyles

Outdoor activities – Hiking, kayaking, and engaging in nature-based pursuits

Hot yoga – Embracing the heat to cultivate physical strength, mental clarity, and overall balance

Volunteering – Contributing to community development and support initiatives

Timeline

Business Banking Officer

Coast Capital Savings
09.2023 - Current

Member Services Representative

Coast Capital Savings
10.2022 - 08.2023

Manager of B2B Partnerships

Instakin
10.2020 - 08.2021

Senior Assistant Manager– Business Development

TCS Express & Logistics
08.2017 - 08.2020

Master of Business Administration - (Majoring in Business Analytics)

University Canada West

Bachelor of Business Administration -

IBA Karachi
PINKEY LALWANI