Udara De Soysa
Etobicoke,ON
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
9
9
years of professional experience
Work History
Banking Advisor
Commercial Bank of Ceylon PLC
09.2014 - 08.2023
- Processed wire transfers between banks, including initiating outgoing transfers and confirming incoming transfers
- Documents verification pertaining to both Inward and Outward transactions
- Reviewed reports of transactions for potential fraud or other irregularities
- Carried out NOSTRO Accounts Reconciliation and posting outstanding entries
- Detailed verification on the bona fide of all overseas payments received via SWIFT system
- Maintained high productivity while having efficacious cash, credit and debit payments
- Assisting customers with processing transactions, such as deposits, withdrawals, or payments, resolving complaints or account discrepancies, and answering questions
- Review all information and documentation periodically ensuring compliance with local regulation and policies
- Update KYC requirements of the counter party and client profiles according to policy requirements before due dates
- Prepare responses to the AML questionnaires requested by correspondent banks / agents.
- Coordinated with various divisions and departments in servicing of routine banking transactions.
- Extended and sustained relationships with customers to maintain and grow business.
- Contacted prospective clients to generate new loans, deposits and business to achieve company production goals.
- Worked with customers to procure updated financial information on continuous basis.
- Acquired collateral documents to be utilized as security on loans in accordance with banking policies.
- Evaluated risk and demand deposit balances of each account to properly price loans to meet profitability standards.
- Reviewed demand deposit profitability analysis and outlined strategies to bring unprofitable accounts back to profitable status.
- Communicated lending decisions to customers.
- Followed-up on loan exceptions to achieve timely clearings.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Worked with clients to support understanding of rationale and details of financial strategies.
Education
Master of Business Administration (MBA) -
Cardiff Metropolitan University
Cardiff,UK2021
Intermediate Certificate - Banking and Finance
Institute Of Bankers of Sri Lanka
Colombo,Sri Lanka2018
Skills
- Persuasive Sales Techniques
- Stock Market Understanding
- Organizational Systems
- Financial Knowledge
- Managing Wealth
- High Net Worth Individuals Marketing
- Consultative Sales Approach
- Growth Portfolios
Affiliations
Member of the Business Continuity Management Committee of Commercial Bank of Ceylon PLC.
Member of the Examination Panel overseeing the academic qualifications of the newly recruited Banking Trainees of Commercial Bank of Ceylon PLC.
Member of Student enrollment and counselling committee of Ruth Sponsor Home Sri Lanka
Additional Information
- ACHIEVEMENTS , Gold Medal - Institute Of Bankers of Sri Lanka Best student in the field of Marketing Management (2013) awarded by Institute Of Bankers of Sri Lanka
Languages
English
Native or Bilingual
Timeline
Banking Advisor
Commercial Bank of Ceylon PLC
09.2014 - 08.2023
Master of Business Administration (MBA) -
Cardiff Metropolitan University
Intermediate Certificate - Banking and Finance
Institute Of Bankers of Sri Lanka
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