Rasha Mustafa
London,ON
Summary
A dynamic and results-driven professional with proven expertise in client relationship management, financial advisory, and banking product sales. Skilled in delivering tailored financial solutions and driving business growth through strategic outreach and effective networking. Demonstrated ability to exceed sales targets, resolve escalations professionally, and identify new business opportunities. Committed to regulatory compliance and high ethical standards, fostering transparency and trust in financial practices. Dedicated to creating lasting value and ensuring maximum customer satisfaction
Overview
9
9
years of professional experience
Work History
Personal Banker
Bank of Montreal
London, ON
12.2022 - Current
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Maintained position of trust and responsibility by keeping customer business confidential.
- Expanded customer relationships by maintaining regular follow-up processes and rapport.
- Met with customers to analyze financial needs and maximize sales opportunities.
- Created strategic financial solutions to suit individualized client needs.
- Communicated with existing and prospective clients to identify financial goals and provide recommendations on investment solutions.
- Prepared pitch books, briefs and status reports.
- Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads
- Educated customers on variety of loan products and available credit options to promote valuable decision-making.
Personal Banking Associate
Bank of Montreal
London, ON
11.2021 - 12.2022
- Advised customers on bank products, services and financial planning options.
- Modified, opened and closed customer accounts.
- Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Achieved or exceeded personal sales goals on consistent basis.
- Met with new clients and completed pre-qualification procedures.
- Handled portfolio of customers and reviewed accounts for signs of discrepancies, fraud or non-payment issues.
Customer Service Representative
Bank of Montreal
London, ON
12.2018 - 11.2021
- Delivered service and support to each customer, paving the way for future business opportunities.
- Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
- Asked probing questions to determine service needs and accurately input information into electronic systems.
Sales Associate
Hudson Bay Company
London, ON
10.2015 - 12.2018
- Sold various products by explaining unique features and educating customers on proper application.
- Built and maintained relationships with peers and upper management to drive team success.
- Arranged new merchandise with signage and appealing displays to encourage customer sales and move overstock items.
Education
MBA - Artificial Intelligence Leadership
University of Fredericton
Fredericton, NB08-2027
CERTIFIED FINANCIAL PLANNER - CFP
Financial Planning Canada
Toronto, ON10-2025
Canadian Securities License - Canadian Securities
Canadian Securities Institutions
London, ON09.2021
Post Graduate Degree - Professional Financial Services
College
London, ON08.2021
Bachelor in Business - Finance And Banking
Zarqa University
Jordan06.2002
Skills
- Follow-up skills
- Comparing products
- Creative thinking
- Promoting products
- Understanding financial processes
- Customer service-oriented
- Persuasive communication style
- Financial planning
- Investment strategy
- Regulatory compliance
- Loan application expertise
- Banking policies and procedures
- Opportunity identification
- Financial product sales
- Attention to detail
- Sales expertise
Languages
Arabic
Full Professional
Timeline
Personal Banker
Bank of Montreal
12.2022 - Current
Personal Banking Associate
Bank of Montreal
11.2021 - 12.2022
Customer Service Representative
Bank of Montreal
12.2018 - 11.2021
Sales Associate
Hudson Bay Company
10.2015 - 12.2018
Canadian Securities License - Canadian Securities
Canadian Securities Institutions
Post Graduate Degree - Professional Financial Services
College
Bachelor in Business - Finance And Banking
Zarqa University
MBA - Artificial Intelligence Leadership
University of Fredericton
CERTIFIED FINANCIAL PLANNER - CFP
Financial Planning Canada
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