USMAN AIZAZ
Calgary,AB
Summary
Dedicated Finance professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and proven as an early adaptor to new situations and challenges to best enhance the organizational brand.
Overview
11
11
years of professional experience
Work History
Entrepreneur Specialist
ATB Financial
Calgary, AB
11.2020 - 12.2022
- Drove operational improvements and created data base for advisors to use as a resource which including procedures, conversation guides, Job-Aids and other training materials
- Collaborated with Business Banking and Personal Banking departments to develop training for new hybrid team.
- Developed success metrics derived from raw company data to track improvements in organizational efficiency.
- Created workflow diagrams to clearly demonstrate processes and timelines.
- Reviewed files, records and other documents to obtain business information and key data informing responses to development requests.
- Created and implemented work prioritization model to maximize efficiency and proficiency for all incoming project requests from within different areas of the organization.
- Diminished process gaps and encouraged optimal productivity by regular check ins with team members by hosting weekly live sessions
- Encouraged real time feedback by maintaining internal communication channel via Google sites and created peer chat to room to encourage P2P learning.
- Created and maintained project Decision Records for stakeholders and leadership to provide documentation and overview
Training and Development Manager
ATB Financial
Calgary, AB
09.2019 - 11.2020
- Created a detailed training program for the newly formed hybrid team to serve both personal and small business banking clients.
- Planned and executed facilitation of training province wide using in-person sessions (Pre - Covid) for 150 employees and the Retail Branch network leadership/Management team.
- Planned and executed facilitation of training using a combination of Google Meet/Zoom sessions(Post Covid) along with weekly touch points for feedback and Q&A, created scenario based assignments for practice as well as knowledge check points.
- Created and executed ongoing self directed training for various levels of team members; including designing, hosting and updating modules hosted on Learning Management Software such as Learn Upon and Degreed.
- Worked closely with team members to help coach and develop their proficiency as an ongoing process to support team members as they enhanced their skill set to become small business lenders and advisors.
- Alternated training methods to diversify instruction, strengthen learning opportunities and enhance program success.
- Delivered new employee onboarding and training sessions via LearnUpon and Degreed.
Senior Business Advisor
ATB Financial
Calgary, AB
07.2018 - 11.2020
- Worked within the Digital Business Banking team to virtually provide lending solutions and advice to Micro and Small business clients.
- Established client relationships to understand and provide solutions for their financial needs ranging from accounts, credit products, to cash management solutions.
- Developed outbound call planners, for internal use during marketing campaigns
- Created scripting and training for new employees to act as a job aid during training.
- Site visits and community involvement to support the small business and communities I worked in.
Personal Relationship Manager
ATB Financial
Calgary, AB
04.2015 - 07.2018
- Helped professionals and executives in the Calgary downtown market with their personal banking needs, including land secured and non-land secured borrowing.
- Executed mobile relationship manager strategy for Calgary Downtown market focused on customer acquisition in areas with no physical brick and mortar presence.
- Managed day to day operations when required including all branch duties including but not limited to balancing internal accounts, cash management, customer escalations
- Trained and onboarded new branch employees in their roles
Customer Service Manager
TD Canada Trust
Calgary, AB
02.2012 - 09.2014
- Coached, and developed a team of 10 Customer Service Representatives to grow their proficiency and successfully advanced them to the Financial Services Representative role.
- Scheduling, hiring, training of branch employees.
- Branch FTE management
- Customer Escaltions Management.
Education
BBA - Management & Finance
American University
Dubai 12.2008
Skills
- Strategic Thinking
- Business Analysis
- Executive-Level Presentations
- Business Partnerships
- Professional Relationships
- Business Solutions
Community Work
Worked Liaised with the Calgary Dreams Centre providing regular financial literacy seminars to aid those in recovery better re-integrate in society. Allowing them the chance re-gain control on their finances on their road to recovery.
Created a program to give residents of the Dreams Centre access to basic banking services who may not otherwise qualify.
Timeline
Entrepreneur Specialist
ATB Financial
11.2020 - 12.2022
Training and Development Manager
ATB Financial
09.2019 - 11.2020
Senior Business Advisor
ATB Financial
07.2018 - 11.2020
Personal Relationship Manager
ATB Financial
04.2015 - 07.2018
Customer Service Manager
TD Canada Trust
02.2012 - 09.2014
BBA - Management & Finance
American University
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