Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
References
Timeline
Generic

Sanaz Ramandi

Toronto,ON

Summary

High performance individual with over 20 years of professional work experience supporting executives and teams. Recognized for professionalism, resourcefulness and competence in supporting goals and objectives.

Overview

16
16
years of professional experience

Work History

Credit Card Specialist

CIBC
11.2015 - Current
  • Responsible for identifying and assessing customer needs while providing excellent customer service to existing and potential clients
  • Address and resolve complex client inquiries while ensuring confidentiality of all client information
  • Provide support to senior managers by serving as primary point of contact for all process and procedural updates
  • Ensure best practices are maintained with an emphasis on process improvement by following communication procedures, guidelines and policies
  • Implemented strategies to reduce risk of credit card fraud and identity theft.
  • Implemented credit card account maintenance procedures to determine accuracy of customer information and compliance with federal regulations.

Financial Service Representative

CIBC
05.2014 - 11.2015
  • Developed and maintained professional relationships with clients to ensure client satisfaction
  • Responsible for opening various types of accounts, including TFSA’s, credit cards, mortgages, lines of credit and other lending products
  • Assisted clients with investment products such as Mutual Funds, Bonds andGIC’s
  • Coordinated with the branch manager to prepare sales strategies and efficiency report on branch performance

Financial Service Ambassador

CIBC
03.2012 - 04.2014
  • Responsible for providing excellent customer service for new and existing clients by advising clients about products that may suit their needs
  • Supported 6 financial service representatives by greeting clients visiting the branch and booking client appointments
  • Processed various day-to-day banking transactions including cash management,loan payments, issuing money orders/bank drafts, foreign exchange transactions, bill payments, depositing cheques and processing wire payments
  • Served as head teller, branch custodian responsible for disbursement of cash to all customer service representatives
  • Supported branch operations by resolving complex client inquiries
  • Assisted in transaction reconciliation and assisted in training new customer service representatives


Customer Service Representative

CIBC
01.2010 - 03.2012
  • Processed various day-to-day banking transactions including cash, bill payments, cheques, and foreign exchange transactions with an emphasis on accuracy and efficiency
  • Responsible for issuing and verifying bank drafts, money orders, and certified cheques
  • Maintained an extensive knowledge of bank products and services to ensure clients received current and most accurate advice
  • Served as head teller in charge of disbursement of cash to all customer service representatives
  • Referred clients to meet with financial services representatives when a need for additional bank products was identified
  • Assisted with special branch events such as the annual CIBC Run for the Cure campaign.

Marketing & Sales Representative

State Farm
03.2008 - 01.2010
  • Provided excellent customer service for new and existing clients
  • Marketed and sold various types of insurance policies including home, auto, fire, and commercial
  • Advised policyholders with respect to their policies and reviewed client accounts upon request
  • Responsible for obtaining loss reports, handling accounts receivables, and vehicle financing
  • Interfacing between the clients and underwriting to ensure the clients' needs are met
  • Supported general administrative tasks, records maintenance, and handling policy renewals.

Education

Canadian Investment Funds
01.2014

CIBC FSR Intake Program
01.2014

OLT License, Financial Services Commission of Ontario
01.2009

Seneca Collage, Travel & Tourism
09.2002

Skills

  • Analytical and Critical Thinker
  • Excellent Verbal and Written Communication
  • Problem Resolution
  • Flexible and Adaptable
  • Multitasking Abilities
  • Dependable and Responsible
  • Microsoft Office
  • Teamwork
  • Organization and Time Management
  • Works well under pressure

Accomplishments

  • CIBC Award of Excellence
  • CIBC Millionaire's Club Award
  • CIBC Award of Accountability, Trust & Team Work

Languages

English
Farsi

References

References available upon request.

Timeline

Credit Card Specialist

CIBC
11.2015 - Current

Financial Service Representative

CIBC
05.2014 - 11.2015

Financial Service Ambassador

CIBC
03.2012 - 04.2014

Customer Service Representative

CIBC
01.2010 - 03.2012

Marketing & Sales Representative

State Farm
03.2008 - 01.2010

Canadian Investment Funds

CIBC FSR Intake Program

OLT License, Financial Services Commission of Ontario

Seneca Collage, Travel & Tourism

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Sanaz Ramandi