Summary
Overview
Work History
Education
Skills
Certification
Timeline
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SANDRA YONAN

WINDSOR,CANADA

Summary

Dynamic financial professional with a strong track record in relationship management and financial advisory. Adept at delivering tailored banking and lending solutions to clients, enhancing client satisfaction, and driving portfolio growth. Fluent in Arabic and Chaldean, with a proven ability to build trust across diverse client bases. Known for strategic problem-solving, investment insight, and a client-first approach that consistently exceeds performance targets.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Financial Advisor

Scotiabank
04.2025 - Current
  • Delivered personalized financial advice and investment solutions to clients, achieving financial goals.
  • Analyzed client needs and recommended tailored banking and wealth products including RRSPs and TFSAs.
  • Established strong client relationships through proactive outreach and exceptional service.
  • Collaborated with internal partners to provide comprehensive banking experiences and identify cross-referral opportunities.

Personal Banking Associate

Bank of Montreal
07.2023 - 04.2025
  • Provide mentorship to new hires, helping them integrate into the team and understand the bank's product offerings, resulting in faster onboarding and improved team performance.
  • Analyze customer profiles, aligning investments with goals for optimal financial outcomes.
  • Spearhead lobby leadership initiatives, promoting alternative banking channels to enhance customer experience and operational efficiency.
  • Identify and capitalize on cross-selling opportunities, expanding customer relationships, and contributing to revenue growth.
  • Streamlined customer application processes, ensuring precise documentation.

Customer Service Representative

Bank of Montreal
04.2022 - 07.2023
  • Assisted supervisors in conducting audits and balancing the vault, ensuring daily reconciliation and minimizing discrepancies in financial records.
  • Managed critical operational tasks including inventory control, cash handling, and security procedures, ensuring seamless daily branch operations.
  • Performed specialized banking tasks, including foreign currency exchanges, issuing drafts, and money orders.
  • Effectively communicated updates on new banking policies, including overdraft protection, credit card pre-approvals, and account profile changes.

Education

Diploma -

Holy Names Catholic High School
06-2021

Skills

  • Client Relationship Management
  • Banking & Sales Expertise
  • Fluent in Arabic and Chaldean
  • Client Onboarding
  • Customer Service Excellence
  • Communication Skills
  • Problem Solving
  • Attention to Detail
  • Time management and multi-tasking
  • Networking & Business Development

Certification

  • IFSE Institute: Canada Investments Funds Course

Timeline

Financial Advisor

Scotiabank
04.2025 - Current

Personal Banking Associate

Bank of Montreal
07.2023 - 04.2025

Customer Service Representative

Bank of Montreal
04.2022 - 07.2023

Diploma -

Holy Names Catholic High School

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SANDRA YONAN