Veronika Szymczak
St. Stanislaus St. Casimir's Polish Parishes Credit Union Limited
Mississauga,Canada
2
years of professional experience
Result driven banking professional with experience in banking operations, investment services, and compliance. Proven ability to support large-scale system implementations, improve processes, train employees, and collaborate across teams. Strong organizational, analytical, and communication skills with a passion for delivering successful projects and operational excellence.
Work History
Investment Account Manager
7 Months- Managed investment accounts while ensuring compliance with banking regulations and internal policies.
- Assisted members with investment products and account services.
- Coordinated complex investment transactions and account maintenance.
- Built strong client relationships by providing personalized financial solutions.
- Supported change management initiatives by assisting employees in adapting to new technologies and procedures.
Compliance Clerk
9 Months- Ensured adherence to regulatory requirements and internal banking policies.
- Reviewed complex financial transactions to support audit readiness and operational accuracy.
- Collaborated with internal departments to resolve compliance-related issues.
- Identified opportunities to improve operational processes and documentation.
- Maintained accurate reporting while managing multiple priorities in a deadline-driven environment.
Member Service Representative
7 Months- Delivered exceptional service while processing a high volume of daily banking transactions.
- Assisted members with deposits, withdrawals, lending, and account maintenance while ensuring regulatory compliance.
- Collaborated with internal departments to resolve complex member issues efficiently.
- Maintained accuracy while managing competing priorities in a fast-paced environment.
- Built strong relationships with members by identifying financial needs and providing appropriate banking solutions.
Education
Diploma - University General Arts and Sciences
GPA: Dean's List Honoree
Certificate - Investment Funds in Canada
Skills
Strong communication skills
Problem-solving
Team collaboration
Microsoft Office Suite
Project coordination
Data analysis
Organizational skills
Process improvement
Employee training
Regulatory compliance
Timeline
Investment Account Manager
St. Stanislaus St. Casimir's Polish Parishes Credit Union Limited
01.2026 - CurrentRead More
Compliance Clerk
St. Stanislaus - St. Casimir's Polish Parishes Credit Union
04.2025 - 01.2026Read More
Member Service Representative
St. Stanislaus–St. Casimir’s Polish Parishes Credit Union
09.2024 - 04.2025Read More
Humber College
Diploma from University General Arts and Sciences
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Canadian Securities Institute
Certificate from Investment Funds in Canada
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