Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

POOJA LUHAR

1697 Pembina Highway, Winnipeg,MB

Summary

Experienced in banking operations, customer service, and team leadership. Leveraging strategic planning to optimize banking center performance. Expertise in financial products, regulatory compliance, and customer relationship management. Proven track record in enhancing operational efficiency and delivering exceptional service. Committed to driving success in the banking industry. Skilled Banking Center Manager with comprehensive experience in financial services, including operations management, customer service, and sales. Strengths include strategic planning and implementation, team leadership, and fostering strong client relationships. Have made significant contributions in improving operational efficiency, ensuring regulatory compliance, and driving revenue growth.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Banking Center Leader

CIBC
02.2025 - Current
  • Implemented robust risk management procedures, minimizing potential losses and maintaining a secure banking environment.
  • Recruited and hired talent for operations and service delivery and managed branch offices by mentoring and cross-training new leadership as part of succession planning.
  • Led a team of banking professionals in providing exceptional service and meeting sales targets consistently.
  • Resolved escalated customer issues promptly, demonstrating empathy and professionalism while reinforcing client trust in the bank''s capabilities.
  • Managed daily banking center activities, ensuring timely completion of transactions and adherence to compliance regulations.

Financial Advisor

SCOTIABANK
10.2023 - 01.2025
  • Advising customers of high-level financial solutions from a range of available Investment and credit banking solutions.
  • Facilitated new client onboarding process and investment account setup.
  • Work closely with existing and prospective customers to provide financial reviews, discuss portfolio updates and suggest additional personalized solutions based on their financial goals.
  • Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive client experience.
  • Developed comprehensive financial plans for clients to achieve short-term and long-term goals.

Financial Consultant 1, Member Experience

WESTOBA CREDIT UNION
08.2022 - 09.2023
  • Deliver personalized, ongoing financial solutions to help clients work toward their long-term investment and retirement goals such as RRSP, TFSA, RRIF, RESP and GICs
  • Built strong relationships with clients through consistent communication and exceptional customer service.
  • Help members to provide loan, Mortgages and Mortgage refinances
  • Facilitated new client onboarding process and investment account setup.
  • Update product and job knowledge by keeping track of internal changes and participating in education development course.

Field Marketing Representative

KOGNITIVE MARKETING
03.2019 - 07.2022
  • Greet and engage with each customer to promote Triangle Mastercard.
  • Drafted promotional materials such as flyers, brochures, product samples, press releases and presentations.
  • Maintaining positive business relationships to ensure future sales.
  • Give the best solution to the customer's need and offer exceptional advice and product knowledge.

Education

Network and Computer Technology -

Manitoba Institute of Trades and Technology
Winnipeg, MB
01.2020

Bachelors - Computer Application

Navrachana University
Vadodara, Gujarat, India
01.2017

Skills

  • Sales Team Leadership
  • Cross-training leadership
  • Exceptional communication skills
  • Results-Driven Sales Approach
  • Passion for putting clients first
  • Banking operations
  • Team Building
  • Effective Relationship Management
  • Long-term care planning
  • Financial Services Expertise
  • Mutual funds
  • Financial planning

Certification

  • Canadian Securities Institute: Investment Funds in Canada (IFIC)
  • Canadian Securities Institute: Brranch Compliance Officer (BCO)
  • Canadian Financial Institutions: Registered Financial and Retirement Advisor (RFRA)
  • Canadian Securities Institute: Personal Financial Services Advice (PFSA)
  • Canadian Securities Institute: Scotiabank Mortgage Lending Program - Specialized

Timeline

Banking Center Leader

CIBC
02.2025 - Current

Financial Advisor

SCOTIABANK
10.2023 - 01.2025

Financial Consultant 1, Member Experience

WESTOBA CREDIT UNION
08.2022 - 09.2023

Field Marketing Representative

KOGNITIVE MARKETING
03.2019 - 07.2022

Network and Computer Technology -

Manitoba Institute of Trades and Technology

Bachelors - Computer Application

Navrachana University

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