Sara Zeinloo
Langley,BC
Summary
Dedicated banking professional with over a decade of experience in office management, customer service, and sales. Proven track record in client relations, adept at multitasking, and thriving in fast-paced environments. Specialized in assisting clients with day-to-day banking needs, investments, personal loans, and mortgages. Hold a mutual fund license, showcasing expertise in financial advisory.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Personal Banking Associate
TD Canada Trust
07.2022 - Current
- Evaluate client financial positions and recommend appropriate banking products
- Provide expert advice on diverse financial options, including investments, personal loans, and mortgages
- Resolve customer inquiries promptly, ensuring a high level of service
- Generate reports and analyze customer data to identify trends and business opportunities
- Collaborate with various departments to ensure compliance with banking procedures and regulations.
Customer Service Representative
Bank of Montreal
03.2021 - 03.2022
- Identify and address customer needs, offering seamless execution of banking services
- Conduct need-based conversations to identify opportunities for banking plans, credit cards, and digital services
- Lead lobby activities, guiding clients to use ATMs and digital banking for transactions
- Send daily Thank You emails to clients, enhancing customer experience.
Fulfillment Associate
Amazon
01.2019 - 01.2020
- Efficiently fulfilled packages for delivery, contributing to the smooth operation of the fulfillment process.
Sales Agent
Avandad
01.2014 - 01.2019
- Represented Casentino Company (Spain) and Antolini (Italy) in the sale of natural stones and quartz surfaces
- Maintained connections with over 50 direct manufacturers and 150 end-user clients
- Traveled to different areas to identify potential clients and opportunities
- Checked inventory regularly to ensure smooth operations.
Insurance Administrator
Iran Insurance Company
01.2014 - 06.2014
- Sold car, life, and home insurance to clients
- Conducted client outreach for insurance renewals
- Collected customer information and performed data analysis.
Accountant
AgahAndishan
01.2007 - 01.2014
- Managed data entry and collected customer information
- Prepared financial statements every six months
- Provided requested reports for auditors
- Collected tax information.
Education
Associate"s Degree - Accounting
03.2019
Skills
- Client Relationship Management
- Multitasking and Prioritization
- Financial Advisory (Mutual Fund Licensed)
- Team Collaboration
- Office Management
- Customer Service Excellence
- Microsoft Office (Excel proficiency)
Languages
English
Professional Working
Certification
Investment Fund In Canada by CSI
Personal Financial Services Advice by CSI
Timeline
Personal Banking Associate - TD Canada Trust
07.2022 - Current
Customer Service Representative - Bank of Montreal
03.2021 - 03.2022
Fulfillment Associate - Amazon
01.2019 - 01.2020
Sales Agent - Avandad
01.2014 - 01.2019
Insurance Administrator - Iran Insurance Company
01.2014 - 06.2014
Accountant - AgahAndishan
01.2007 - 01.2014
Azad University - Associate"s Degree, Accounting
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