Viral Bhatt
Edmonton,AB
Summary
Detail-oriented and results-driven banking and taxation professional with over 5 years of experience in retail banking, financial analysis, needs assessment and customer relationship management. Proven track record in providing exceptional customer service and adhering to regulatory compliance standards.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Advisor
Servus
10.2024 - Current
- Assess clients financial needs and provide lending solutions, including mortgages, personal loans, line of credit and debt consolidation.
- Cross sell banking products such as investments accounts, insurance, and savings plans to enhance financial well being.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
- Guide first time home buyers through the mortgage process, explaining programs like the first time home buyers incentive and RRSP home buyers plan.
Taxpayer Relief Officer, Western Appeals
Government Of Canada (Canada Revenue Agency)
10.2022 - 10.2024
- Reviewing tax relief request sent by director or authorized representative for the relief of interest or penalties due to issue that come up through no fault of the tax payer and making decisions to whether the appeal should be granted or not
- Primary contact for corporate owners/directors/authorized representatives during the preparation of documents and initiating enforcing actions
- Review each case based on its own circumstances and factors to be considered that may have caused the corporations to be non-compliant.
Personal Banker
Bank of Montreal, BMO
07.2021 - 10.2022
- Perform investment planning for the high value clients of the banking centre along with retirement planning or other personalized goal plans to assist them in their best interest
- Provide recommendations in short term and long term investments and share knowledge about securities to educate the clients to maximize their return potential
- Keep up to date with the market and economy to offer client the best solution about securities
- Provide recommendations on personal lending transactions, home financing with credit granting principles.
Financial Service Representative
CIBC
09.2018 - 09.2019
- Streamlined financial reporting processes for improved efficiency and accuracy.
- Conducted regular reviews of client portfolios to assess progress towards achieving established goals.
- Increased client satisfaction by providing personalized financial advice and building strong relationships.
- Collaborated with cross-functional teams to develop strategic business initiatives and drive revenue growth.
Education
Diploma In Business Administration - Business
University of Regina
Regina, SK01.2018
Skills
- Financial Planning
- Analytical and critical thinking
- Attention to detail
- Organization and Time management
- Creative problem solving
- Work Coordination
- Report Writing
- Strategic Planning
Accomplishments
- Exceeded annual sales
- Achieved 120% of the quarterly sales quota for three consecutive quarters
- Achieved a 100% on individual NPS based on client relationship
Certification
Canadian Investment Funds Course
Timeline
Financial Advisor
Servus
10.2024 - Current
Taxpayer Relief Officer, Western Appeals
Government Of Canada (Canada Revenue Agency)
10.2022 - 10.2024
Personal Banker
Bank of Montreal, BMO
07.2021 - 10.2022
Financial Service Representative
CIBC
09.2018 - 09.2019
Diploma In Business Administration - Business
University of Regina
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