Summary
Overview
Work History
Education
Skills
RETAIL WORK EXPERIENCE
Timeline
Generic

PRABH PANESAR

Burnaby,Canada

Summary

Highly skilled financial professional with strong background in portfolio analysis. Adept at evaluating investment opportunities, conducting risk assessments, and optimizing asset allocations. Known for collaborative approach and flexibility in dynamic environments. Strong analytical skills, strategic thinking, and commitment to achieving optimal results.

Overview

7
7
years of professional experience

Work History

Portfolio Analyst

ATB FINANCIAL
09.2024 - Current
  • Manage and analyze credit documentation, margin calculations, and syndicated transactions (advances, wires, repayments) to ensure adherence to credit agreements, risk mitigation, and financial accuracy
  • Maintain and optimize data integrity across internal applications (MAC, SAP, CRM, BaS, BCLE), leveraging systems to generate precise reports for Treasury and enhance decision-making processes
  • Conduct in-depth analysis to identify areas for process improvement, implementing solutions to streamline workflows, reduce errors, and enhance overall system performance
  • Execute complex transaction processing tasks, ensuring accurate and timely completion in alignment with established protocols and risk management standards
  • Remote

Cash Management Specialist

ATB FINANCIAL
07.2024 - 08.2024
  • Understand client requirements and processes to ensure they effectively interact with online banking and optimize their online experience in order to maximize cost and time savings
  • Perform outbound calling for Payment, Deposit, Trade Finance and Merchant Services, Client and Sales Support
  • Provide recommendations to clients regarding fraud and risk mitigation while ensuring compliance with regulations for ATB (AML, Fintrac, etc.)
  • Remote

Merchant Payment Support Specialist

ATB FINANCIAL
07.2023 - 07.2024
  • Provided exceptionally high levels of service and used effective sales techniques to position ATB as best choice for merchants on each deal
  • Developed external business networks to increase opportunities and internal networks to fully franchise merchants with the bank
  • Employed effective business development & relationship management techniques to assist in meeting or exceeding established sales targets for the territory

Banking Advisor I & II

ATB FINANCIAL
10.2021 - 07.2023
  • Engaged in financial wellness conversations with customers fulfilling their advisory solutions related to accounts and Credit Cards
  • Proactively and consistently executed on inbound and outbound customer connections, with a focus on priority connections, renewals and deepening relationships.
  • Provided sales advice and showed proficiency in array of tech programs such as Genesys, ATB personal tool, Portal, CRM Portal, SAP Bas, Debit Card Maintenance and Threshold

Customer Experience Associate

TD BANK
08.2021 - 10.2021
  • Processed financial transactions like deposits, withdrawals and bill payments as per standardized operating procedures, industry regulations and TD’s Code of Conduct and Ethics
  • Responded and resolved customers’ concerns using standard procedures and escalating non-standard activities, as necessary
  • Achieved assigned goals and business objectives by promoting banking solutions

Assistant Accountant

AVS ACCOUNTING SERVICES
09.2018 - 12.2018
  • Prepared and reviewed cash flow statements, income, and expenditures accounts
  • Prepared audit schedules, reconciled third party billing payments, monthly food invoices and credit card invoices
  • Performed debit, credit, and total accounts on spreadsheets/databases, using specialized accounting software such as Sage.

Education

Bachelor of Management - Finance

University of Lethbridge
04.2021

Business Administration Diploma - Finance

SAIT
04.2018

Skills

  • Risk evaluation
  • Client relationship management
  • Cash flow management
  • Credit analysis

RETAIL WORK EXPERIENCE

  • June 2019 – December 2021
  • Sales Advisor, L’Occitane en Provence, Calgary AB
  • December 2016 – December 2018
  • Sales Consultant, The Body Shop, Calgary AB

Timeline

Portfolio Analyst

ATB FINANCIAL
09.2024 - Current

Cash Management Specialist

ATB FINANCIAL
07.2024 - 08.2024

Merchant Payment Support Specialist

ATB FINANCIAL
07.2023 - 07.2024

Banking Advisor I & II

ATB FINANCIAL
10.2021 - 07.2023

Customer Experience Associate

TD BANK
08.2021 - 10.2021

Assistant Accountant

AVS ACCOUNTING SERVICES
09.2018 - 12.2018

Business Administration Diploma - Finance

SAIT

Bachelor of Management - Finance

University of Lethbridge

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PRABH PANESAR