Summary
Overview
Work History
Education
Skills
Volunteering Activities
Timeline
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Uthpala Shamani

London,Ontario

Summary

Well-qualified banking leader focused on supporting team and company success. Proficient in mentoring staff, improving processes, and resolving conflicts. Detail-oriented and proactive with excellent problem-solving skills and proven success in achieving sales and service targets.

Overview

14
14
years of professional experience

Work History

Team Member/Cashier

Tim Hortans
Dorchester
06.2023 - 09.2023
  • Managing cash transactions with precision, operating the cash register, and processing payments using various methods
  • Assured accuracy in handling money and performed end-of-shift reconciliations flawlessly
  • Actively engaging with customers, actively addressing inquiries, and making product recommendations, resulting in increased customer satisfaction and loyalty
  • Maintaining a clean and organized workstation, ensuring compliance with hygiene and safety standards
  • Collaborating closely with team members, supporting a seamless workflow during peak hours and contributing to a harmonious work atmosphere.

Operations Manager

People’s Bank
, Sri Lanka
10.2021 - 03.2023
  • Addressed customer questions and resolved issues raised through consumer credit audits and quality checks, ensuring accurate data entry and lending application recommendations in compliance with legal and regulatory requirements, as well as internal lending policies and processes
  • Applied the risk management framework to the portfolio, safeguarding the Bank's assets and maintaining the quality of the lending portfolio in alignment with requirements for the lending process and established yield, quality, diversification, and risk guidelines
  • Developed a deep understanding of customers' financial goals and aspirations, providing ongoing advice and support to help them achieve their objectives
  • Demonstrated exceptional knowledge of banking products, services, and processes, staying informed about industry trends and changes to provide up-to-date guidance to customers.

Corporate Sales Team Member

People’s Bank
, Sri Lanka
10.2016 - 10.2021
  • Supported customer requests for banking services, handling transactions and providing assistance to customers who walked into the branch
  • Reviewed customer profiles and engaged in needs-based conversations to identify potential opportunities, addressing everyday banking plans and credit card needs
  • Contributed to meeting branch business results and enhancing the overall customer experience.

Customer Experience Associate

People’s Bank
, Sri Lanka
09.2009 - 10.2016
  • Utilized social media, tablets, smartphones, online tools, and applications with confidence and proficiency, enhancing the customer experience by providing efficient and convenient banking solutions
  • Processed day-to-day transactions efficiently and accurately, ensuring seamless customer experiences
  • Nurtured and maintained rich, long-standing relationships with customers, building trust and loyalty
  • Managed, loaded, and reconciled cash transactions between treasury and various branch units, maintaining accurate records and adhering to established procedures
  • Executed routine tasks, including service requests, transactions, and queries, within relevant service level agreements, ensuring timely and accurate completion.

Education

Business Management Post Graduate Certificate -

Fanshawe College
01.2024

Diploma in Credit Management -

Institute of Bankers of Sri Lanka
03.2021

Master of Business Administration - Merit -

Cardiff Metropolitan University
05.2017

Diploma in Banking and Finance -

Institute of Bankers of Sri Lanka
09.2014

Skills

  • Customer service
  • Problem-solving Analytical thinking
  • Sales and target-oriented mindset
  • Excellent Communication:
  • Conceptual knowledge

Volunteering Activities

Sri Lanka Red Cross Society, 03/01/21, 09/01/21, Assisted medical staff in administering vaccines for school students amid Covid -19 pandemic. It was an opportunity to bring meaning and purpose to your life while increasing your self-esteem and well-being

Timeline

Team Member/Cashier

Tim Hortans
06.2023 - 09.2023

Operations Manager

People’s Bank
10.2021 - 03.2023

Corporate Sales Team Member

People’s Bank
10.2016 - 10.2021

Customer Experience Associate

People’s Bank
09.2009 - 10.2016

Business Management Post Graduate Certificate -

Fanshawe College

Diploma in Credit Management -

Institute of Bankers of Sri Lanka

Master of Business Administration - Merit -

Cardiff Metropolitan University

Diploma in Banking and Finance -

Institute of Bankers of Sri Lanka

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Uthpala Shamani