Summary
Overview
Work History
Education
Skills
Languages
Accomplishments
Timeline
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Sara Shameem

Toronto,Canada

Summary

Experienced Business Banking Specialist with 1.10 years in the industry. Proficient in providing tailored financial solutions to small and medium-sized businesses. Skilled in account management, lending, and investment products. Dedicated to building strong client relationships and exceeding sales targets. Effective communicator with a commitment to delivering exceptional service and ensuring compliance.

Overview

9
9
years of professional experience

Work History

Business Banking Specialist

TD Bank
05.2022 - Current
  • Enhanced client satisfaction by providing tailored banking solutions including personalized financial advice to small and medium-sized businesses.
  • Identified opportunities for cross-selling other bank products (GIC and DI) and services, boosting overall revenue generation from business banking clients.
  • I engaged with small business customers, helping them open business accounts, manage term and trust products, and make changes to signing officers over the phone using digital technology
  • Provide inbound and outbound sales support to customers in a non-face-to-face environment
  • Identify and fulfill small business credit opportunities like credit cards, Line Of Credit, Overdraft Protection, and Business loans by preparing and obtaining electronic consent on Small Business Banking(SBB) specific security documentation where total business exposure is less than $50,000
  • Explore and refer additional customer needs to appropriate partners, which may include Senior BBS, Merchant(MS), Account Managers of Small Business(AMSB), and Remote Account Managers of Small Business(RAMSB)
  • Assume responsibility for minimizing operational and regulatory risk by complying with the Bank and industry Code of Conduct.

Digital Marketing Assistant (Volunteer)

Healing Connections HC
10.2021 - 05.2022
  • Creating engaging content and marketing materials for campaigning weekly events and zoom webinars.
  • Lead implementation and management of company’s social media channels, along with advertising campaigns on LinkedIn, Facebook, twitter, and Instagram.
  • Assist in preparing promotional presentations using Canva and PowToon for the company’s events, seminars, and meetings .

Team Leader Intern

TekSummits, GaoTek Inc
11.2021 - 03.2022
  • Managing diverse nature of interns and delegating keywords to generate prospective leads.
  • Curate quality Invites and pitching in sales for the leads to participate in the Virtual Global Summits and manage their activities through CRM tool in BITRIX24.
  • Organize and manage all types of lead generation campaigns including email marketing, LinkedIn marketing and Global Virtual Summit Webinars.

Marketing Assistant (Cooperative Education)

Healing Connections HC
09.2021 - 10.2021
  • Assist the marketing team in researching topics for related events and contribute to measuring the success of each event.
  • Curate content laden educational videos and coordinating events, workshops, and meetings for workplace mental health awareness
  • Aid in managing social media engagement and in internet marketing.

Operations Manager, Banking Finance

Lotus Multi-Specialty Hospital
04.2017 - 08.2019
  • Assisted in managing the hospital staff and maintained the Doctor’s appointments records.
  • Supervised and evaluated pharmacy staff, patients case history and managed its inventory record keeping using Wondersoft POS application software.
  • Produce reports that convey the daily logistics and the long-term impacts of these daily logistics on the healthcare facility
  • To foster strong communication across medical staff and non-medical staff thereby creating an efficient work environment.

Sole Proprietor

Sara’s Kitchen
12.2014 - 03.2017
  • Managed baking business and took entrepreneur responsibilities for the creation and marketing of products.
  • Planned and organized hands-on workshops and events, evaluated every event to measure its success.
  • Conducted sales and promotions of Sara’s Kitchen in various outdoor gatherings by installing booths and stalls in various schools and offices.

Education

Diploma Business & Digital Marketing - Digital Marketing

CDI College
Scarborough, ON
10.2021

Bachelor of Science - Computer Science Engineering

Visveswaraya Technological University
Belgaum, India
07.2007

Skills

Banking Tools

  • Working experience on admin apps like Webstart
  • Placing calls on Cisco Finesse and Cisco Jabber for CRM
  • Worked with credit link/C3 for account opening and credit applications
  • Used TD e-Sign for signature verification via phone code and email authentication
  • Experience working in a secure Citrix workspace with Citrix gateway 241 for consolidating calls, credit links, and web start applications
  • Integrated calendar management of appointments using ICAL
  • Time Schedule management on NICE WEB STATION
  • Leads and referrals managed on BBHUB sales force

MS Tools:

  • MS Word, Excel & Powerpoint

Languages

English
Full Professional
Hindi
Native or Bilingual
Urdu
Native or Bilingual

Accomplishments

  • Recognized as a top business banking specialist for Q4 in 2023.
  • Rewarded as an Annual Summit winner in 2023.

Timeline

Business Banking Specialist

TD Bank
05.2022 - Current

Team Leader Intern

TekSummits, GaoTek Inc
11.2021 - 03.2022

Digital Marketing Assistant (Volunteer)

Healing Connections HC
10.2021 - 05.2022

Marketing Assistant (Cooperative Education)

Healing Connections HC
09.2021 - 10.2021

Operations Manager, Banking Finance

Lotus Multi-Specialty Hospital
04.2017 - 08.2019

Sole Proprietor

Sara’s Kitchen
12.2014 - 03.2017

Diploma Business & Digital Marketing - Digital Marketing

CDI College

Bachelor of Science - Computer Science Engineering

Visveswaraya Technological University

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Sara Shameem