Sushritha Madisa
Sydney,NS
Summary
Dynamic and attentive Finance professional specializes in retail banking, customer service and exceptional relationship management. Knowledgeable of branch operations and financial products to best support company and customers. Adept in Microsoft Office, and demonstrated success in enhancing customer investment portfolios. Recognized for outstanding project management and interpersonal skills, significantly improving client satisfaction and engagement.
Overview
3
3
years of professional experience
Work History
Personal Banker
BMO
07.2023 - Current
- Part of retail banking operations, sales and customer service.
- Helping customers with their lending needs such as personal loans, line of credits and mortgages.
- Had acquired lending qualification (LQE) with BMO for providing lending and creditor insurance products.
- Had helped with different investment solutions for the customers such as GICs for large cash deposits (50K-100K).
- Trained on small business banking and opened small business profiles and savings accounts.
- Provided exceptional customer service through outbound calls, email, walk and in person appointments.
Sales Associate/Cashier
Hudson’s Bay
11.2021 - 08.2022
- Assisted customers with information on sales and provided with best hospitality experience.
- Helped customers in enrolling for NEO credit cards with Bay and Hudson’s rewards card.
- Familiar with prescribed cash handling procedures, ensuring an adequate supply of cash and change.
Human Resources Intern(CO-OP)
Nova Scotia Power
04.2022 - 05.2022
- Assisted the Organizational Change Management Team in conducting weekly meetings by preparing respective agendas and facilitating them using MS Teams and outlook.
- Created a repository of Safety and DE&I moments and organized daily DE&I moment delivery.
- Used Miro and Excel tool to collaborate on daily training schedule for personnel and learned Agile methodology
Education
Graduate Certificate in Finance - Finance
Nscc
Dartmouth, Canada05.2023
Graduate Certificate in HR - Human Resources Management
Nscc
Sydney, Canada05.2022
Bachelor of Engineering - Electrical Engineering
Andhra University
Visakhapatnam, India05.2014
Skills
- Financial planning
- Risk Analysis and Compliance Management
- Professional Relationship Management & Communication
- Proficiency in Microsoft Office suite
- Project management
- Verbal and written communication skills
- Interpersonal and analytical skill
Timeline
Personal Banker
BMO
07.2023 - Current
Human Resources Intern(CO-OP)
Nova Scotia Power
04.2022 - 05.2022
Sales Associate/Cashier
Hudson’s Bay
11.2021 - 08.2022
Graduate Certificate in Finance - Finance
Nscc
Graduate Certificate in HR - Human Resources Management
Nscc
Bachelor of Engineering - Electrical Engineering
Andhra University
Similar Profiles
Gopal Ram KumarGopal Ram Kumar
Fraud Detection Analyst at BMOFraud Detection Analyst at BMO
Frema Sefa BoakyeFrema Sefa Boakye
Personal Banker at BMOPersonal Banker at BMO
Charon SimbiCharon Simbi
Credit Card Associate at BMOCredit Card Associate at BMO
Ashley WaltersAshley Walters
Senior Associate of High Value and Business at BMOSenior Associate of High Value and Business at BMO
Keira Lynn PinoKeira Lynn Pino
Hostess at The Freight Shed at the Terrace RestaurantHostess at The Freight Shed at the Terrace Restaurant