SAJEESH VARGHESE
EDMONTON,AB
Summary
Hardworking Banker familiar with setting up new accounts for customers, maintaining security and supporting audits. Excellent organizational, relationship-building and documentation skills. Prepared to offer 10 years of related experience to a challenging position with room for advancement.
Overview
12
12
years of professional experience
Work History
Personal Banking Associate
EmiratesNBD Bank
10.2016 - 10.2023
- Engage customers in day to day advice needs, service transactions, digital education, and customer problem resolution related to banking solutions
- Understand customer needs and guide customers to the right contact person for appropriate solutions while exercising good judgement in confidential matters
- Build customer confidence on emerging digital banking trends by educating them on mobile, ATM, and online banking
- Support the frontline staff with scheduled cash and non-cash transactions; resolve critical issues and report non-standard matters to management
- Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence
- Participate in the timely and accurate completion of business processes and procedures
- Ensure prepared documentation is accurate, reflects business intentions, and is consistent with relevant regulations and Code of Conduct and Ethics
- Help build a positive and equitable work environment by promoting team effectiveness, participating in personal performance development and sharing industry knowledge to achieve common objectives
Senior Client Advisor
AL Taqania Employment services - Mashreq Bank
01.2013 - 09.2016
- Driving onboarding through expedited documentation, account opening and fee setup to ensure the efficient transition from prospect to client.
- Provide administrative support in delivering client documentation including Client Portfolio Reviews, Prospect Presentations, meeting review materials and various spreadsheets .
- Ensure documentation is maintained for accuracy, timeliness, and that all relevant information is maintained in the CRM system.
- Ability to monitor changing paperwork requirements for the accurate preparation of account documentation and maintenance of client accounts.
- Supporting and working collaboratively with the Wealth Partners Client Team to ensure necessary client documentation is completed and returned.
- Ensuring client information is accurate, up to date and necessary corrections are completed efficiently with little-to-no client impact.
- Competence using familiar and unfamiliar software programs (i.e. Saleslogix, Versapath, Inform and PureFacts).
- Open accounts manually when necessary on Versapath.
- Prepare transfer forms and initiate transfers.
- Quickly setting up client online access.
- Preparing client mail outs with an appreciation of our brand (i.e. client welcome packages and online access packages).
- Accurately scanning & filing client account documentation.
- Entering account numbers on client documents.
- Mail /upload account documents and brochures to PurePortal.
Financial Advisor
Euro Arab Marketing management- RAK BANK
11.2011 - 12.2012
- Identifying opportunities to match members with the right products and solutions that help shape their financial fitness
- Meeting and exceeding sales targets and referral goals
- Participating and assisting in business development plans through corporate/branch marketing campaigns
- Demonstrating excellent communication skills and engaging members in conversations to finding out their immediate needs
- Developing ongoing knowledge of our current investment/retail banking services and products (e.g., mutual funds, underwriting, credits, loans, investment needs, etc.)
- Promoting referrals to our Wealth Management, Business Banking teams, and our 3rd party providers
- Building a comprehensive knowledge of the local market, competitive offers, and economic trends
- Adhering to all audits, policies, procedures, and regulatory requirements to mitigate risks of fraud or loss
- Providing outstanding member experience by adhering to RAK BANK best practices
- Contributing to RAK BANK unparalleled culture of teamwork, positivity, and collaboration
- Maintaining positive image in the community.
Education
Bachelor of Commerce in Commerce -
Guru Ghasidas Viswavidalaya University
01.2008
Skills
- Teller Support
- New Account Setup
- Prospect Calling
- Loan Closing
- Financial Institution Regulations
- Products and Services Knowledge
- Cross-Selling Expertise
- Loan Approvals
- Legal Standards
Contact
Maintaining Strict Confidentiality, Proactive and Focused, Sales Support, Banking Standards, Customer Referrals, SAP CRM, Mobile Banking, Retail Knowledge, Fraud Prevention, Delinquency Notifications, English, Fluent, Hindi, Fluent, Tamil, Fluent, Malayalam, Native
References
References available upon request
Languages
English
Full Professional
Hindi
Full Professional
Malayalam
Native or Bilingual
Tamil
Full Professional
Additional Information
- Emirates NBD certificate appreciation for target Achieving 262%.
- Emirates NBD certificate of customer service excellence.
- Emirates NBD certificate of Credit card sales training Workshop
- Mashreq Bank certificate of sales Leadership Breakthrough process.
- Mashreq Bank certificate appreciation of Bancassurance Business.
Timeline
Personal Banking Associate
EmiratesNBD Bank
10.2016 - 10.2023
Senior Client Advisor
AL Taqania Employment services - Mashreq Bank
01.2013 - 09.2016
Financial Advisor
Euro Arab Marketing management- RAK BANK
11.2011 - 12.2012
Bachelor of Commerce in Commerce -
Guru Ghasidas Viswavidalaya University
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