Samiyya Eusra Hoque
Port Coquitlam
Summary
As a highly-motivated and result orientated professional in retail banking, I have a proven track record of providing exemplary levels of service to a broad range of clients, including investors and high net worth individuals (HNI). A Bachelor degree and multiple diplomas in Business Administration and Management from leading educational institutions in Canada assures me that I possess the formal education necessary to oversee the demands of the job.
Overview
14
14
years of professional experience
Work History
Advisory Associate
BlueShore Financial
05.2021 - 01.2024
- Analyzed member's current and future financial needs, producing beneficial product recommendations.
- Leveraged excellent communication skills to present complex financial information enabling clients to make informed decisions.
- Consistently met or exceeded sales targets, contributing significantly to the team''s overall success.
- Implemented effective strategies to retain high-value clients and maintain a profitable portfolio.
Solution Centre Associate
BlueShore Financial Credit Union
03.2019 - 05.2021
- Increased customer satisfaction by resolving complex issues and providing exceptional service at all times.
- Exceeded sales targets consistently by employing strategic selling techniques and building long-lasting relationships with clients.
- Increased customer satisfaction with thorough product demonstrations and personalized advice.
- Listened to customer needs and desires to identify and recommend optimal products.
Financial Solutions Manager
Westminster Savings Credit Union
07.2018 - 03.2019
- Consistently cultivate an outstanding customer experience by accurately assessing customer needs and recommending lending, investments, and cash-related expertise and support
- Advise on mortgages, secured and unsecured loans within lending policy
- Proactively develop product knowledge and understanding of four lines of business, ensuring meaningful connections with customers; refer to internal business partners as needed
- Support daily branch operational and administrative tasks including night deposit transactions, balancing and maintaining ATM(s), ordering and handling of Canadian and foreign currency
Administrative Manager
Nasco Middle East Insurance Brokers
09.2015 - 03.2018
- Prepared weekly/monthly/quarterly/annual sales reports, claw-back reports and sales team performance reports to observe trends, measure department progress
- Managed the Administration department by allocating tasks and monitoring team productivity
- Trained new recruits and existing consultants to improve understanding of business processes and compliance guidelines
- Assisted Sales consultants in completing required documentation and other client servicing needs
Senior Financial Services Representative
CIBC – Hastings & Gilmore
01.2015 - 08.2015
- Developed strategies to optimize revenue and managed wealth across a full range of products aimed at High Net Worth individuals (HNW)
- Used knowledge of cash management, credit, investment and wealth protection to help clients meet their goals
- Introduced clients to mobile banking applications, enabling them to better manage their banking needs
- Adhered to a robust set of operational and regulatory standards ensuring client communications meet internal control policies and external regulatory requirements
Financial Services Representative
CIBC – Lougheed Mall
04.2013 - 12.2014
- Provided exceptional service to new and existing clients by identifying their financial needs utilizing CIBC Financial tools
- Planned business activities, client meetings, outbound calls to meet weekly sales, service and referral targets for personal and small business clients
- Accurately collected and validated clients’ personal and financial information, ensuring all documentation is complete and in accordance with CIBC policies and procedures
- Took ownership when clients experienced problems; showed empathy and took appropriate steps to resolve issues in a timely manner
Customer Services Representative
CIBC – Sixth & 6th
09.2010 - 03.2013
- Created a positive client experience by understanding and meeting service transaction needs accurately while exhibiting CIBC’s values of trust, teamwork and accountability
- Took initiative to promote banking products and transaction services that meet client needs; efficiently communicated with clients both verbally and in writing
- Recognized client needs, built strong relationships and made quality referrals to colleagues; balanced cash holdings; acted as joint custodian of cash and securities
- Took directions from managers; effectively prioritized and completed work within a demanding schedule
RESP Sales Representative
Knowledge First Financial Inc
09.2009 - 08.2010
- Analyzed client goals and financial situations to educate potential customers about the benefits of Registered Education Savings Plans (RESP)
- Performed presentations on RESP and enrolled customers; achieved and exceeded sales targets
- Attended conferences and tradeshows; planned business activities to develop new prospects and meet weekly sales, service and referral targets
Education
Bachelor of Business Administration -
Capilano University
North Vancouver, BC05.2013
Advanced Management Diploma -
Capilano University
North Vancouver, BC05.2013
Business Administration and Pharmacy Technician Diploma -
Sprott-Shaw Community College
New Westminster, BC08.2003
Skills
- Ovation
- CRM
- KnowledgeXchange
- COMPASS
- COINS
- CBFE
- SMART
- MS Office suite
Languages
English
Full Professional
Hindi
Professional Working
Bengali
Native or Bilingual
Timeline
Advisory Associate
BlueShore Financial
05.2021 - 01.2024
Solution Centre Associate
BlueShore Financial Credit Union
03.2019 - 05.2021
Financial Solutions Manager
Westminster Savings Credit Union
07.2018 - 03.2019
Administrative Manager
Nasco Middle East Insurance Brokers
09.2015 - 03.2018
Senior Financial Services Representative
CIBC – Hastings & Gilmore
01.2015 - 08.2015
Financial Services Representative
CIBC – Lougheed Mall
04.2013 - 12.2014
Customer Services Representative
CIBC – Sixth & 6th
09.2010 - 03.2013
RESP Sales Representative
Knowledge First Financial Inc
09.2009 - 08.2010
Advanced Management Diploma -
Capilano University
Business Administration and Pharmacy Technician Diploma -
Sprott-Shaw Community College
Bachelor of Business Administration -
Capilano University
Similar Profiles
Leila PirzadehLeila Pirzadeh
Financial Advisor I at BlueShore FinancialFinancial Advisor I at BlueShore Financial
Lisa-Marie MerrickLisa-Marie Merrick
Manager of Financial Services at BlueShore FinancialManager of Financial Services at BlueShore Financial
Reza DelivandReza Delivand
Financial Service Advisor at BlueShore FinancialFinancial Service Advisor at BlueShore Financial
BIANCA MARCONATOBIANCA MARCONATO
Bakery Customer Service/ Cashier at SafewayBakery Customer Service/ Cashier at Safeway
Brandon VickBrandon Vick
Front Desk Receptionist/Supervisor (Part Time) at West Coast IronFront Desk Receptionist/Supervisor (Part Time) at West Coast Iron