Shamina Qureshi
Surrey,BC
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
15
15
years of professional experience
Work History
Financial Advisor
Canadian Western Bank
2022.07 - Current
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Monitored and updated financial plans to comply with client goals.
- Researched and evaluated potential investment products for clients.
- Studied financial documents to identify potential areas needing improvement.
- Read financial reports and tracked success of the plan, made changes as required
- Managed branch portfolio report to analyze and strategize for upcoming quarter and fiscal year
- Kept current updates of the market and economy
- Implemented exit strategies for clients to transition out of investments.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
Relationship Manager, Banking Operations
Coast Capital Savings Federal Credit Union
2019.04 - 2022.07
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Participated in industry events and trade shows to promote products and services.
- Developed customer surveys to measure customer satisfaction and identify areas of improvement.
- Analyzed customer data to identify areas of improvement and maximize customer satisfaction.
- Complied with established internal controls and policies.
- Supported financial director with special projects and additional job duties.
- Utilized financial software to prepare consolidated financial statements.
- Created financial dashboards to provide insights into key performance indicators.
- Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
Banking Advisor
Royal Bank Of Canada, RBC
2016.12 - 2019.04
- Extended and sustained relationships with customers to maintain and grow business.
- Contacted prospective clients to generate new loans, deposits and business to achieve company production goals.
- Worked with customers to procure updated financial information on continuous basis.
- Acquired collateral documents to be utilized as security on loans in accordance with banking policies.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Facilitated new client onboarding process and investment account setup.
- Assisted clients with estate planning to organize distribution of assets based on client wishes.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
Project Coordinator
Saskatchewan Blue Cross
2014.06 - 2016.11
- Kept projects on schedule by managing deadlines and adjusting workflows.
- Supervised multiple projects from project start through delivery by prioritizing needs and delegating assignments.
- Liaised between departments to facilitate communication and keep appropriate parties updated on project developments.
- Managed competing demands and professionally adapted to frequent change, delays and unexpected events.
- Maintained database and spreadsheets with accurate inventory and status.
- Tracked hours and expenses to keep project on task and within budgetary parameters.
- Created job files for each project and maintained current data in each file.
- Prepared meeting agendas and minutes for distribution and record keeping.
- Assisted with onboarding newly hired staff members and coached on task prioritization.
- Provided input and feedback on departmental initiatives, directives and strategies to contribute to project success.
- Arranged travel and accommodation for team members and project partners.
- Coordinated venue and catering arrangements, speaker and attendee liaison and material distribution for meetings and events.
- Monitored project progress, identified risks and took corrective action as needed.
- Reported regularly to managers on project budget, progress and technical problems.
- Scheduled and facilitated meetings between project stakeholders to discuss deliverables, schedules and conflicts.
- Verified quality of deliverables and conformance to specifications before submitting to clients.
Digital Advertising Operations Coordinator
Postmedia Network
2011.12 - 2014.04
- Worked closely with clients to design effective promotions to meet customer needs and exceed sales goals.
- Developed campaigns, led design and tracked results.
- Planned and prepared advertising and promotional material to increase sales of products or services and work with customers, company officials and advertising agencies.
- Developed advertising tactics and implemented new solutions for increased brand awareness.
- Inspected existing ads and marketing materials to achieve consistency throughout multiple platforms.
- Monitored campaign budget and results to achieve client's goal
- Prepared reports and presented to the executive and stakeholders
- Worked with marketing department to create targeted advertising strategies for key customer demographics.
- Collected performance data on each promotion to better plan future events.
Banking Customer Service Representative
JP Morgan Chase Bank NA
2008.10 - 2010.08
- Assisted customers with navigating bank systems, completing transactions and opening or closing accounts.
- Processed various transactions with accuracy and according to bank standards and legal requirements.
- Addressed customer inquiries, requests and complaints with courtesy and professionalism.
- Stayed current on banking products, services and regulations to continue delivering top-notch service and support.
- Trained and mentored new banking personnel on customer service strategies, supporting group performance goals.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Increased efficiency and performance by monitoring team member productivity and providing feedback.
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
Education
Post Graduate Diploma - Advertising - Account Management
Sheridan College Institute of Technology And Advanced Learning
Oakville, ON05.2011
Bachelor in Mass Media - Communications, Media And Advertising Management
University of Mumbai
Mumbai, India06.2007
Skills
- Problem-Solving & Critical Thinking
- Attention to Detail
- Remote Office Availability
- Teamwork and Collaboration
- Recordkeeping
- MS Suite Expertise (Excel, Word & Power Point)
- Interpersonal Communication
- Economic Trends
- Quantitative Analysis
- Regulatory Requirements Adherence
Timeline
Financial Advisor
Canadian Western Bank
2022.07 - Current
Relationship Manager, Banking Operations
Coast Capital Savings Federal Credit Union
2019.04 - 2022.07
Banking Advisor
Royal Bank Of Canada, RBC
2016.12 - 2019.04
Project Coordinator
Saskatchewan Blue Cross
2014.06 - 2016.11
Digital Advertising Operations Coordinator
Postmedia Network
2011.12 - 2014.04
Banking Customer Service Representative
JP Morgan Chase Bank NA
2008.10 - 2010.08
Post Graduate Diploma - Advertising - Account Management
Sheridan College Institute of Technology And Advanced Learning
Bachelor in Mass Media - Communications, Media And Advertising Management
University of Mumbai
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