Roja Ahmadipour
Newmarket
Summary
Knowledgeable Financial Advisor with solid background in financial services and client relationship management. Adept at identifying client needs and recommending tailored banking solutions. Demonstrated expertise in cross-selling banking products and maintaining high client satisfaction through effective communication and problem-solving.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Personal Banker
TD Bank
11.2023 - Current
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Managed risk effectively, reviewing loan applications for accuracy and completeness before submission for approval.
- Reduced operational errors with thorough training of new employees on bank policies and procedures.
- Supervised opening and closing procedures for office and vault.
Personal Banking Associate
TD Bank
01.2023 - 11.2023
- Deliver superior customer service and build lasting relationships with clients
- Assist clients in selecting banking products, such as checking, savings accounts, and loans
- Process transactions, deposits, withdrawals, and transfers
- Address customer concerns and resolve issues in a timely manner
- Promote Bank’s products and services to meet customer needs
Customer Experience Associate
TD Bank
12.2021 - 02.2023
- Process financial transactions like deposits, withdrawals and bill payments as per standardized operating procedures, industry regulations and TD’s Code of Conduct and Ethics
- Respond and resolve customers’ concerns using standard procedures and escalating non-standard activities, as necessary
- Deliver quality customer experiences and recommend operational improvements where opportunity exists to improve and achieve operational excellence
Member Experience Advisor
Canadian Fitness Professional
08.2020 - 12.2021
- Providing best clients experience and determine the best way to address customer needs
- Find solution and helping clients with their questions or concerns via phone, Email, or through online chats
- Ensures customers who interact with the company’s products or services have a positive experience
Back Office Supervisor Swift Department
National Bank of Iran
05.2018 - 02.2020
- Led organization to achieve business objectives by executing business plan, guiding teams to meet or exceed individual goals and ensure staff understand/practice operating policies and procedures
- Superior understanding of non-Fraud claims processing knowledge
- Create, send, and track all trade confirmations including managing trades confirmed through electronic confirmation platform
Customer Relationship & Financial Account Manager
National Bank of Iran
01.2014 - 04.2018
- Developed effective and comfortable employee work environment by leading/following up on action plan to improve employee experience, recruiting/training/coaching employees, & optimizing scheduling
- Acknowledging and resolving customer complaints
Education
Master's - Information Technology
K. N. Toosi University of Technology
01.2019
Bachelor's - Information Technology
K. N. Toosi University of Technology
01.2013
Skills
- Customer service
- Team Leadership
- Office Management
- Relationship building
- Branch operations
- Customer satisfaction
- Finance
- MYSQL Experience
Certification
- IFIC Program, Canadian Securities Institute
- PBA Program, TD (12/2022)
- Communicating About Culturally Sensitive Issues, LinkedIn (11/2021)
- Confronting Bias: Thriving Across Our Differences, LinkedIn (11/2021)
LANGUAGES
English
Native or Bilingual
Farsi
Native or Bilingual
Awards
Legend Employee of TD Bank at 2023
Spotlight employee in every year at TD Bank
Timeline
Personal Banker
TD Bank
11.2023 - Current
Personal Banking Associate
TD Bank
01.2023 - 11.2023
Customer Experience Associate
TD Bank
12.2021 - 02.2023
Member Experience Advisor
Canadian Fitness Professional
08.2020 - 12.2021
Back Office Supervisor Swift Department
National Bank of Iran
05.2018 - 02.2020
Customer Relationship & Financial Account Manager
National Bank of Iran
01.2014 - 04.2018
Bachelor's - Information Technology
K. N. Toosi University of Technology
Master's - Information Technology
K. N. Toosi University of Technology
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