Yashraj Sharma
Unit K2-40 Palace Street Kitchener N2E0L2,ON
Summary
Personable financial leader skilled in developing highly effective teams and managing daily branch operations with efficiency and a focus on client services. Well-versed in identifying areas in need of improvement and implementing actionable solutions to drive revenue and reduce expenditures. Aiming to fulfill a professional role to leverage several years of related experience.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Service Associate
Meridian Credit Union
07.2022 - 11.2025
- Understand how Meridian's products and services can add value to our members
- Use provided tools to proactively identify and promote opportunities with all Members to deepen relationships and provide flawless service experiences
- Opening Accounts, Servicing, and funding GIC (registered and non-registered).
- Experienced with all types of Lending products and day to day branch operations
- Managing Large membership Book in the whole branch of Approx 650 Members with a diverse range of products.
- Managed relationships with key partners, ensuring seamless integration of their services into our members'' journey
- Maximized performance by monitoring daily activities and mentoring team members
- Mentored junior advisors and FSRs, sharing knowledge, expertise, and best practices to enhance team performance.
Financial Service Representative/Interim Branch Manager
Easy Financial Services (go-easy)
Kitchener, Ontario
03.2020 - 12.2021
- Excelled in fast-paced, competitive environments to drive success.
- Welcomed customers professionally to facilitate assistance and exceed sales targets.
- Managed collections for approximately 60 past due accounts while ensuring exceptional service.
- Generated leads through personal referrals, cold calling, and inbound inquiries to meet targets.
- Aligned product offerings with customer needs for optimal satisfaction.
- Assisted customers with loan refinancing, debt consolidation, and home purchase transactions.
Education
Post-Graduate Diploma - Accounting And Finance
Centennial College of Applied Arts And Technology
Scarborough, ON04-2019
Bachelor of Commerce (BCom) - Advanced Accounting And Finance
National College Ahmedabad
VNSU01-2017
Skills
- Talent Management
- Public speaking
- Customer service
- Business Development
- Leadership/Team Management
- CRM
- Analytical thinking
- Sales Forecasting and Sales Presentations
- Networking
- Strategic Planning
- Relationship building and Management
- Financial Advising
- Employee training
- Networking skills
Accomplishments
- Successfully trained five team members with in Meridian for various roles.
- Experience in working in multiple roles within Galt Branch.
- Supervised team of six staff members.
- Successfully used provided tools to proactively identify and promote opportunities.
Certification
- IFIC(MFDA)
- REMIC License (Mortgage Agent Course)
References
Available upon request
Timeline
Financial Service Associate
Meridian Credit Union
07.2022 - 11.2025
Financial Service Representative/Interim Branch Manager
Easy Financial Services (go-easy)
03.2020 - 12.2021
Post-Graduate Diploma - Accounting And Finance
Centennial College of Applied Arts And Technology
Bachelor of Commerce (BCom) - Advanced Accounting And Finance
National College Ahmedabad