Ruvini Pieris
Surrey,Canada
Summary
A highly skilled professional with a proven track record in delivering exceptional client experiences and building strong relationships. Possesses comprehensive knowledge of bank products and a passion for top-notch customer service. Excels in engaging with clients, listening to their needs, and providing tailored solutions through excellent communication and interpersonal skills. Possess a sound educational background in finance, holding an MBA, a Bachelor of Commerce (Hons.) degree, and a Canadian Investment Fund Certificate (CIFC). Skilled in handling communication & problem-solving with empathy, with a strong focus on team collaboration and achieving results. Highly adaptable and reliable, consistently meeting changing needs and exceeding expectations.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Branch Operations/Relationship Manager
Bank of Ceylon
10.2017 - 06.2023
- Ensured operational excellence and built up an exceptional, empathetic, customer-centric environment within the branch
- Led the branch team to achieve BOC National Best Branch status in 2022 by exceeding the branch sales and profit targets, managing budgets efficiently, and ensuring compliance with financial standards
- Streamlined customer service processes, reducing response times by 20% and improving efficiency in problem-solving while actively promoting banking products
- Responded to client inquiries, assisted with financial transactions, and ensured compliance with AML/KYC regulations and other legal guidelines
Senior Dealer Treasury Operations
Bank of Ceylon
12.2012 - 10.2017
- Independently managed crucial high-volume treasury transactions, maintaining 100% accuracy and confidentiality, analyzing the most profitable and low-cost options
- Monitored and managed the daily foreign exchange operations, prepared daily exchange rates, and executed foreign exchange transactions (spot, forward, and swap transactions) to secure funding and stay within the limits of specified Net Open Positions
- Prepared daily and weekly management reports on liquidity and exchange rate outlook
Credit Officer
Bank of Ceylon
07.2010 - 12.2012
- Oversaw credit operations for over 500 customers, ensuring accurate records, risk assessment, and compliance with payment terms
- Conducted thorough due diligence on customer applications, evaluated creditworthiness, and recommended limits to the management, based on financial analysis and risk assessment
- Monitored customer accounts for potential risks, identified warning signs of possible delinquency, and ensured timely payments by negotiating suitable payment terms
- Ensured timely disbursements of credit tranches, according to the approved disbursement plan supported by physical inspections
Banking Associate
Bank of Ceylon
08.2008 - 07.2010
- Assisted efficient and profitable branch operations by providing top-notch proactive customer service and financial and administrative support
- Assisted customers in onboarding onto digital channels, providing hands-on experience of the bank’s products and services
- Canvassed deposit products and credit cards through cross-selling
- Mitigated risk exposure by diligently monitoring account activities and promptly reporting suspicious transactions to the compliance team.
- Accelerated the account opening process for new clients by ensuring accurate documentation and smooth onboarding experience, contributing to increased client satisfaction rates.
Education
BACHELOR OF COMMERCE (HONS.) -
University of Delhi
MASTER OF BUSINESS ADMINISTRATION -
University Canada West
Skills
- Strong Interpersonal Skills
- Administrative Coordination
- Collaboration
- Problem-Solving
- Operational Efficiency
- Software Proficiency (Microsoft Suite)
- Excellent customer service
- Complaint Handling
- Follow-up skills
- Critical Thinking
- Multitasking Abilities
- Attention to Detail
Certification
- Canadian Investment Funds Course (CIFC), IFSE Institute, 07/01/2024, 811800-1
- Certificate in Business Accounting, Chartered Institute of Management Accountants (CIMA), 7226713
- Diploma in Applied Banking and Finance, Institute of Bankers of Sri Lanka, 09/2007, 0793014/20004447
- Associate Member of the Institute of Bankers of Sri Lanka, 10/24/2008, 20004447
- ACI Dealing Certificate, The Financial Market Association, 11/03/2012, VA6SYD51C5
Corporatetraining
- On-the-job training at the subsidiary of the Bank of Ceylon in the United Kingdom.
- Awareness sessions on BC's Declaration on the Rights of Indigenous Peoples Act (2019) and Indigenous Cultural Safety.
Languages
English
Full Professional
Timeline
Branch Operations/Relationship Manager
Bank of Ceylon
10.2017 - 06.2023
Senior Dealer Treasury Operations
Bank of Ceylon
12.2012 - 10.2017
Credit Officer
Bank of Ceylon
07.2010 - 12.2012
Banking Associate
Bank of Ceylon
08.2008 - 07.2010
BACHELOR OF COMMERCE (HONS.) -
University of Delhi
MASTER OF BUSINESS ADMINISTRATION -
University Canada West
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