Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Velislava Kaneva

Coquitlam,BC

Summary

Results-driven professional with a demonstrated history of excellence in the financial sector. Proven expertise in sales, client relations, and efficient work processes. Adept at offering a comprehensive range of financial products and services. Strong commitment to compliance, teamwork, and client satisfaction.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Advisory Associate

BlueShore Financial
11.2022 - Current
  • Collaborate with Financial Advisor to promote and sell deposit, investment, lending, and wealth protection products within an assigned portfolio.
  • Implement efficient work processes to ensure business growth while adhering to policies, procedures, and best practices.
  • Manage sales documentation, loan/mortgage administration, credit reviews, and portfolio tasks.
  • Negotiate rates and open accounts, term investments, and registered products for clients.
  • Utilize client relationship management software to fulfill annual Know-Your-Client (KYC) requirements.
  • Proactively engage clients, track interactions, and identify sales opportunities for improved client engagement.

Financial Services Associate 2

BlueShore Financial
10.2021 - 10.2022
  • Provided superior client service by addressing a diverse range of requests.
  • Advised clients on various investment and lending products, processing related documentation.
  • Reviewed client profiles during interactions and referred complex needs as necessary.
  • Opened personal and business accounts, adhering to safety and security policies.
  • Supported campaigns and conducted delinquency reviews to negotiate payments.
  • Contributed product knowledge and ideas to enhance branch operations and client experience.

Financial Services Associate 1

BlueShore Financial
01.2018 - 10.2021
  • Built and maintained client relationships while fulfilling transactional needs.
  • Conducted cash transactions, deposits, withdrawals, bill payments, and more.
  • Collaborated with team members on relationship openings, terms, and renewals.
  • Upheld branch policies and procedures for compliance and client protection.
  • Executed daily overdraft reports, GL audits, and compliance procedures.

Expert Bank Operations

DSK Bank
02.2015 - 09.2016
  • Processed financial transactions, promoted services, and resolved issues.
  • Opened and managed accounts, prioritizing security and privacy.
  • Acted as head teller in their absence.

Travel Consultant

Intertours Ltd
01.2011 - 02.2015
  • Advised clients on travel options and planned itineraries.
  • Sold packages, booked tickets, and managed accommodations.
  • Executed email marketing campaigns to support company strategies.

Education

MBA - Management

D. A. Tsenov Academy of Economics
Svishtov, Bulgaria
05.2010

Bachelor - Insurance

D. A. Tsenov Academy of Economics
Svishtov, Bulgaria
05.2009

High School Diploma -

High School of Economics
Veliko Tarnovo, Bulgaria
05.2005

Skills

  • Client Relationship Management
  • Sales and Consultation
  • Transaction Processing Compliance and Policies
  • Team Collaboration

Certification

Canadian Securities Course (CSC) - obtained June 2023

Timeline

Advisory Associate

BlueShore Financial
11.2022 - Current

Financial Services Associate 2

BlueShore Financial
10.2021 - 10.2022

Financial Services Associate 1

BlueShore Financial
01.2018 - 10.2021

Expert Bank Operations

DSK Bank
02.2015 - 09.2016

Travel Consultant

Intertours Ltd
01.2011 - 02.2015

MBA - Management

D. A. Tsenov Academy of Economics

Bachelor - Insurance

D. A. Tsenov Academy of Economics

High School Diploma -

High School of Economics

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Velislava Kaneva