Soroush Kafili V.
North Vancouver,BC
Summary
Results-driven automotive sales representative with proven experience in meeting and exceeding sales targets, building lasting client relationships, and maintaining in-depth knowledge of vehicle features. Looking to contribute to a dynamic dealership team and help maximize profitability and customer satisfaction.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Personal Banker
BMO
West Vancouver, BC
03.2023 - Current
- Investments and Mutual Funds: Guiding clients in building and managing diversified portfolios aligned with their goals.
- Lending Solutions: Providing personalized credit options, including mortgages, lines of credit, and loans.
- Business Banking: Supporting entrepreneurs and business owners with financing, cash management, and growth strategies.
- Client Relationship Management: Building lasting, trust-based partnerships through proactive and transparent service.
- Financial Planning: Helping individuals and businesses create sustainable, long-term financial strategies.
Personal Banking Associate
BMO
West Vancouver, BC
06.2022 - 03.2023
- Takes the lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate and future opportunities.
- Engages customers to complete needs assessments that identify financial solutions and preferred banking channels, while recommending tailored solutions that address both sales and service needs (e.g., Everyday banking, retail investments, lending solutions, home financing (including business-for-self applications), and small business solutions.
- Offers clients advice and guidance on available digital and self-serve options, with the goal of making banking easy, simple, and fast.
- Supports customer transaction needs based on customer traffic.
- Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry, and lending application recommendations in compliance with legal and regulatory requirements, and lending policies and processes.
Customer Service Representative
BMO
West Vancouver, BC
07.2021 - 06.2022
- Assist clients with their everyday banking, and answer their inquiries.
- Implement a problem-solving approach to devise a solution to the client’s banking issues.
- Conduct a thorough analysis of client profiles to determine the suitability of their package, and inform clients about promotional offers and possible upgrades.
- Consult the branch manager and the assistant branch manager regarding complex requests and the training process.
- Make referrals and book appointments with office staff to assist clients with investment, further, and lending services.
Education
BBA - Finance
Capilano University
North Vancouver08-2022
BBA - Finance
UNBC
Prince George, BC08-2019
Skills
- Investment management
- Credit assessment
- Business financing
- Financial analysis
- Compliance regulations
- Customer relationship management
- Problem solving
- Relationship building
- Conflict resolution
- Analytical thinking
- Time management
- Portfolio analysis
Certification
- Canadian Investment Funds Course
- LLQP
Languages
English
Native/ Bilingual
Persian
Native/ Bilingual
German
Professional
Websites
Timeline
Personal Banker
BMO
03.2023 - Current
Personal Banking Associate
BMO
06.2022 - 03.2023
Customer Service Representative
BMO
07.2021 - 06.2022
BBA - Finance
Capilano University
BBA - Finance
UNBC