Surani Wijesinghe
Surrey,BC
Summary
Dedicated and results-driven banking professional with 16 years of experience in financial analysis, risk management, automotive finance, client relationship management, and branch management. A fast learner with the ability to perform under pressure combined with excellent people management and leadership skills. Highly adaptable, culturally sensitive, and a highly collaborative team member. Having outstanding interpersonal, motivational, and presentation skills.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Customer Service Representative
CIBC Bank
07.2022 - Current
- Serve as first point of contact for customers
- Handle customer bill payments, cash transactions, and day-to-day transactions
- Demonstrate advanced product knowledge to solve client issues
- Develop and maintain strong relations with clients to meet quality expectations.
Branch Manager /Leasing Manager
NDB Bank PLC
07.2019 - 02.2022
- Collaborated with leadership to develop comprehensive communications strategy that aligns with organizational goals.
- The primary point of contact for clients with automotive leasing facilities.
- Built and maintained strong relationships with automotive commercial clients.
- Served as trusted business advisor and provided guidance on credit facilities that support client's business strategy.
- Identified and developed business content to enhance brand awareness with stakeholders and clients.
- Identified key issues and implemented strategies to enhance partnership with business.
- Conducted advanced employee engagement initiatives in alignment with the organization's people strategy.
- Collaborated with senior management to drive productivity and cost-saving initiatives.
- Conducted detailed financial analysis to assess investment opportunities, identify risk factors, and recommend strategic solutions.
- Appropriately assessed risks when making business decisions, with focus on safeguarding the organization's reputation and complying with laws and regulations.
Senior Branch Manager/ Leasing Portfolio Manager
Nations Trust Bank PLC
01.2018 - 06.2019
- Developed and maintained communication standards and procedures to ensure a unified message.
- Generated financial reports, including income statements, balance sheets, and cash flow projections, to support decision-making processes
- Led workshops to educate clients on automotive financial products and investment strategies, enhancing their financial literacy and promoting long-term relationships
- Ensured business strategies, initiatives, and individual goals are met
- Enjoyed working closely with commercial banking, corporate and retail banking clients to help them with their financial needs
- Highly engaged with staff, customers, and partners in achieving organizational goals
- Experienced in analyzing and structuring commercial credit to identify quality business opportunities for clients.
- Trained and coached branch team continuously in line with bank and industry updates.
- Collaborated with top management team to drive productivity and cost-saving initiatives.
- Assisted in overseeing daily branch operations, ensuring compliance with regulatory requirements and internal policies.
- Increased the Branch automotive portfolio by 500Mn within 1 year.
Branch Manager/Commercial Portfolio Manager
Nations Trust Bank PLC
01.2016 - 01.2018
- Collaborated closely with senior management, the Chief of Staff, HR, and other relevant departments to ensure alignment of branch activities with the organization's overall objectives
- Identified and developed business content to enhance brand awareness with stakeholders and clients.
- Developed monthly communications metrics to measure the impact of your communication plan.
- Ensured that Renault open requisitions were synchronized with the HR management system
- Complied with regulatory requirements including the Bank Secrecy Act, Upgraded the branch from small size to large size branch with an overall assets and liability base increase of 500 Mn
- Trained and coached branch team continuously in line with bank and industry updates.
Assistant Branch Manager
Nations Trust Bank PLC
07.2014 - 12.2015
- Contributed to debt management, internal branch sales, and investment planning
- Handled prime customers of the branch to ensure superior customer service
- Assisted in overseeing daily branch operations, ensuring compliance with regulatory requirements and internal policies
- Managed a team of 15 banking professionals, providing training and guidance to enhance productivity and customer service
- Promoted various banking products and services, achieving a 15% increase in new account openings
- Resolved complex customer inquiries and complaints, maintaining a high level of customer satisfaction
- Conducted regular audits to ensure accuracy in cash handling and adherence to security protocols
- Achieved a Very Good audit rating in 2015
- Handled the branch in the absence of the branch manager.
Education
Mutual Funds (IFIC) Canada
09.2023
Master of Arts - Leadership
Trinity Western University
Canada06.2023
MBA - Business Administration
Cardiff Metropolitan University
UK09.2018
Diploma in Applied Banking & Finance - Banking & Finance
IBSL
Sri Lanka04.2022
Certificate In Applied Banking & Finance -
IBSL
Sri Lanka04.2016
Certificate In Branch Management -
IBSL
Sri Lanka08.2016
Certificate in Credit Management
IBSL
Sri Lanka02.2017
Skills
- #Leadership skills# Project Management # Financial Analysis #Data-Driven Decision-Making # Verbal & Written communication #Strategic Implementations #Sales & Marketing #Financial Planning # Relationship Management # Sales & Negotiation # Financial Planning # Credit Evaluation # Industry Knowledge
Additional Information
- HONORS & AWARDS - Best SME Branch 2020- RBA Awards, Best Relationship Manager -Grammy Awards -RBA Awards 2018
Certification
- Mutual Funds Canada
Timeline
Customer Service Representative
CIBC Bank
07.2022 - Current
Branch Manager /Leasing Manager
NDB Bank PLC
07.2019 - 02.2022
Senior Branch Manager/ Leasing Portfolio Manager
Nations Trust Bank PLC
01.2018 - 06.2019
Branch Manager/Commercial Portfolio Manager
Nations Trust Bank PLC
01.2016 - 01.2018
Assistant Branch Manager
Nations Trust Bank PLC
07.2014 - 12.2015
Mutual Funds (IFIC) Canada
Master of Arts - Leadership
Trinity Western University
MBA - Business Administration
Cardiff Metropolitan University
Diploma in Applied Banking & Finance - Banking & Finance
IBSL
Certificate In Applied Banking & Finance -
IBSL
Certificate In Branch Management -
IBSL
Certificate in Credit Management
IBSL
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