Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
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Sara Osman

New Westminster,BC

Summary

Enthusiastic Diploma in Accounting student with four years of Financial service expertise in building relationships with clients of all levels and backgrounds. Decisive and persuasive communicator with proven problem-solving, leadership, and planning abilities. Detail-oriented team Player with proven critical thinking,leadership,and planning skills. Successful at working under pressure and managing multiple priorities with a positive attitude.

Overview

6
6
years of professional experience

Work History

Banking Advisor

Royal Bank Of Canada, RBC
03.2020 - 07.2023
  • Coordinated with various divisions and departments in servicing of routine banking transactions.
  • Extended and sustained relationships with customers to maintain and grow business.
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.


Customer Service Representative

CIBC
05.2019 - 03.2020
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Maintained up-to-date knowledge of product and service changes.
  • Handled customer inquiries and suggestions courteously and professionally.

Internship Student

Ernst & Young
12.2017 - 06.2018


  • Assisted in office administration and client communication to help manage auditors' workload.
  • Developed understanding of company audit methodology, approach and tools while working under supervision of licensed auditors.
  • Performed analytical review of audit documents.
  • Looked for accuracy and validity in document retrieval.

Education

Diploma in Accounting -

University of British Columbia
Vancouver, BC
04.2024

Bachelor of Business Administration- Accounting

American University of Beirut (AUB)
Beirut,Lebanon
12.2018

Skills

  • Client Interactions
  • Critical Thinking
  • Active Listening
  • Quantitative Analysis
  • Artificial intelligence , Power PI
  • Data Visualization
  • Microsoft Excel

Additional Information

  • Awards , Dean's honor list and distinction granted for degree in Business Administration scholarship from Abu Ghazaleh foundation for academic excellence Scholarship from Canada-West Life for proactivity and collaboration

Timeline

Banking Advisor

Royal Bank Of Canada, RBC
03.2020 - 07.2023

Customer Service Representative

CIBC
05.2019 - 03.2020

Internship Student

Ernst & Young
12.2017 - 06.2018

Diploma in Accounting -

University of British Columbia

Bachelor of Business Administration- Accounting

American University of Beirut (AUB)

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Sara Osman