Summary
Overview
Work History
Education
Languages
Timeline
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Reza Delivand

Burnaby,BC

Summary

Experienced Financial Services Consultant with over 6 years of working in financial industry and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated to leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.

Overview

5
5
years of professional experience

Work History

Financial Services Advisor

BlueShore Financial
06.2023 - Current
  • Managed assigned client with high net-worth and provided advise regarding retirement, estate, investment growth and lending needs
  • Assessed financial data and determined suitable actions for investments (IFIC Licensed)
  • In the process of obtaining PFP certificate with CSI
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Responded to inquiries from clients and provided financial advice to drive fiscal growth.
  • Prepared detailed financial reports to monitor and assess portfolio performance.
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
  • Analyzed loan applications and credit reports to determine loan eligibility and risk level.

Personal Banker

Bank Of Montreal, BMO
11.2021 - 06.2023
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Met with small business owners to discuss organizations, what each hoped to achieve and what products and services would be offered.
  • Assisted clients with setting up or closing accounts, completing loan and mortgage applications, and signing up for new services
  • Cross-sold bank products and services to meet clients' needs and provide options.
  • Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial growth
  • Provided advise and guidance to clients regarding their retirement, education and tax planning

Personal Banking Associate

Bank Of Montreal, BMO
01.2021 - 11.2021
  • Developed and maintained strong customer relationships, providing exceptional service and advice.
  • Educated customers on features and benefits of banking products and services.
  • Collaborated with other departments to confirm compliance with banking procedures and regulations.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
  • Balanced teller drawers and ATM cash.
  • Evaluated client financial positions and identified most appropriate banking products.

Customer Service Representative

Bank Of Montreal, BMO
10.2018 - 01.2021
  • Handled customer inquiries and suggestions courteously and professionally.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Answered constant flow of customer calls with minimal wait times.
  • Updated account information to maintain customer records.
  • Participated in team meetings and training sessions to stay informed about product updates and changes.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Educated customers on use of banking website and mobile apps.

Education

MBA - Finance

University of Canada West
Vancouver, BC
09.2019

BBA - Management

University of Guilan
Iran
02.2016

Languages

Farsi
Native or Bilingual
English
Full Professional

Timeline

Financial Services Advisor

BlueShore Financial
06.2023 - Current

Personal Banker

Bank Of Montreal, BMO
11.2021 - 06.2023

Personal Banking Associate

Bank Of Montreal, BMO
01.2021 - 11.2021

Customer Service Representative

Bank Of Montreal, BMO
10.2018 - 01.2021

MBA - Finance

University of Canada West

BBA - Management

University of Guilan

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Reza Delivand