Shanika Shahreen
Accounts Associate | Administrator | Banking Advisor
Toronto,ON
Summary
Analytical banking professional with technical knowledge and critical thinking skills to thrive in data-driven environments. Tackles challenges with positivity and drive to overcome. Works great alone or with others and consistently exceeds expectations. Excellent communicator and multitasker with strong planning and conflict-resolution skills.
Overview
5
5
years of professional experience
Work History
Banking Advisor
Royal Bank of Canada
Toronto, ON
01.2023 - Current
- Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
- Consulted with clients to assess and meet short- and long-term financial goal.
- Advised customers on advantages and disadvantages of different product decisions in alignment with individual needs.
- Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
- Provided ethical, objective and holistic financial planning advice to clients.
- Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Addressed non-compliance issues by requesting additional information from client and updating remediation records.
- Offered diversified set of solutions and full scope of investment products and services to meet clients' best interests.
- Developed and expanded financial planning relationships with customers through loyal and dedicated service.
Accounts & Sales Administrator
New Season HVAC
Toronto, Canada
06.2021 - 10.2022
- Conducted market research and reported on competitors.
- Cultivated client loyalty through consistent quality, productivity, exemplary service and proactive management.
- Addressed client questions and resolved complaints related to products, services and accounts.
- Utilized sales data and client feedback to improve organizational strategies.
- Verifying orders, including customers' personal information and payment details
- Reviewed operational records and reports to project sales and determine profitability.
- Improved profit margins by effectively managing expenses, budget and overhead, increasing closings and optimizing product turns.
- Negotiated contract terms with clients and established important deadlines.
- Followed up with clients to gauge product success and promote satisfaction.
Accounts Assistant
The City Bank Ltd (Bangladesh)
01.2018 - 03.2021
- Assisted financial professionals with managing general ledgers and account statements.
- Performed administrative tasks to support strategic initiatives.
- Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files.
- Coded invoices and other records to maintain organized and accurate records.
- Assisted internal accounting team in checking financial statements for accuracy to produce reliable reports.
- Reduced financial discrepancies by accurately managing accounting documentation.
Education
Post Graduate Diploma - Global Business Management
Humber College
08.2022
MBA - Accounting & Information Systems
University of Dhaka
05.2019
Skills
- Customer-service & Customer Needs Assessment
- Analytical skills and detail oriented
- Filing, Documentation and Recordkeeping
- Teamwork and Collaboration
- Effective Verbal and Written Communication
- Selling & Cross Selling
- Cash Handling
- Client Account Management
- Relationship Management
Languages
English
Native/ Bilingual
Bengali
Native/ Bilingual
Hindi
Limited
French
Limited
Spanish
Elementary
Japanese
Elementary
Timeline
Banking Advisor
Royal Bank of Canada
01.2023 - Current
Accounts & Sales Administrator
New Season HVAC
06.2021 - 10.2022
Accounts Assistant
The City Bank Ltd (Bangladesh)
01.2018 - 03.2021
Post Graduate Diploma - Global Business Management
Humber College
MBA - Accounting & Information Systems
University of Dhaka
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