Sourena Alizadeh
Summary
Dedicated and results-driven banker with a proven track record of fostering strong client relationships and delivering tailored financial solutions. Possesses comprehensive knowledge of banking products and services, including investment options, savings accounts, and credit products. Demonstrates exceptional communication skills, enabling effective client engagement and the provision of insightful financial guidance. Possesses a deep understanding of financial markets, investment strategies, and risk management techniques. Committed to delivering exceptional customer service, upholding the highest standards of ethics and professionalism while contributing to the overall growth and success of the banking institution.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Senior Customer Experience Associate
Scotiabank
06.2022 - Current
- Utilized open-ended questions to determine, verify and solve banking or financial problems.
- Searched for additional ways to offer products based on customers' needs. Products such as TFSA, RRSP, RESP, FHSA, RLIF, LIF and other investment options.
- Drafted written correspondence and sent electronic information to customers regarding current promotions and PALs.
- Maintained extensive knowledge of bank's products such as credit cards, bank accounts and etc, to recommend items aligned with customer needs.
- Informed clients of strategies for reducing debt and maximizing savings using different products such as GICs, mutual funds, etc.
Retail Seller
Hudson's Bay
04.2022 - 06.2022
- Answered customer questions about products and services, helped locate merchandise and promoted key items.
- Checked pricing, scanned items, applied discounts and printed receipts to ring up customers.
- Listened to customer needs and desires to identify and recommend optimal products.
Customer Experience Associate
Walmart Inc.
01.2020 - 03.2022
- Collaborated with internal team members to resolve customer concerns and deliver enhanced customer experiences.
- Addressed customer inquiries, concerns and complaints by providing solutions and alternatives and followed up to confirm resolution.
Education
Bachelor of Arts - Economics & Business
York University
Toronto, ON03.2024
Skills
- Strong knowledge of Microsoft Office (PowerPoint, Word, Excel)
- Strategic with meeting sales targets
- Strong relationship management skills
- Superior attention to detail and comfort reviewing
- Calm and professional under pressure
- Strong communication and influencing skills
- Self- motivated and disciplined
- Knowledge of financial markets and economic condition
- Knowledge of capital markets products
- Strict with regulatory Compliance
Certification
1) IFC - Canadian Investment Funds Course (Passed on May 2023)
2) CFA Level 1 - Chartered Financial Analyst. (Exam on Nov 2024)
References
Mr. Darryl Moore , Branch Manager and Mutual Funds Representative
Contact : darryl.moore@scotiabank.com
Mrs. Linda Ike , Branch Manager and Mutual Funds Representative
Contact : linda.ike@scotiabank.com
Timeline
Senior Customer Experience Associate
Scotiabank
06.2022 - Current
Retail Seller
Hudson's Bay
04.2022 - 06.2022
Customer Experience Associate
Walmart Inc.
01.2020 - 03.2022
Bachelor of Arts - Economics & Business
York University
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