Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

ZUNAIRA SHAHID

Saint-Jerome

Summary

Resourceful and results‑driven Personal Banking Specialist recognized for exceptional productivity and efficient execution of client‑focused tasks. I bring advanced expertise in client relationship management, financial planning, and regulatory compliance, consistently ensuring a seamless and secure banking experience.

Skilled in identifying client needs and delivering personalized financial solutions, I leverage deep knowledge of banking products—including loans, credit cards, and investment offerings—to help clients achieve their financial objectives. My strong communication skills, problem‑solving ability, and adaptability enable me to serve a diverse clientele with confidence and clarity.

With a proven track record of elevating customer satisfaction and strengthening client loyalty, I excel at building long‑term, trust‑based relationships that support sustained financial success.

Overview

3
3
years of professional experience

Work History

Senior Investment and Personal Banking Specialist

Scotiabank
03.2025 - Current
  • Understand clients' financial and personal goals and provide informative, adaptive service.
  • Provide guidance on loans, mortgages, credit cards, and insurance products.
  • Advise clients on investments, retirement planning, and savings strategies.
  • Build strong client relationships through active listening and personalized solutions.

Financial Services Representative

CIBC
Laval
12.2023 - 03.2025
  • Deliver personalized banking and financial advice based on client needs and goals.
  • Support clients with credit solutions, investments, and insurance.
  • Strengthen client loyalty through trust-based advisory relationships.

Customer Service Representative

CIBC
12.2022 - 11.2023
  • Process daily banking transactions including deposits, withdrawals, transfers, and loan payments.
  • Ensure confidentiality, accuracy, and compliance while delivering exceptional service.

Education

Fundamentals of Personal Finance - Banking and Finance

Canadian Securities Institute (CSI)
01.2026

Canadian Investment Funds Course -

IFSE Institute
01.2024

Residential Real Estate Brokerage -

Collège Immobilier Du Québec
Montreal, QC
01.2022

Dental Prostheses Technology -

Édouard-Montpetit College
Longueuil, QC
01.2021

Social Sciences -

Vanier College
01.2018

Skills

  • Client Advisory & Relationship Building
  • Personal & Investment Banking
  • Financial Needs Analysis
  • Loans, Mortgages & Credit
  • Retirement & Savings Strategies
  • Microsoft Office (Word, Excel, PowerPoint)
  • Bilingual Communication (EN / FR)
  • Fast Learner & Adaptable
  • Positive attitude
  • French and English-speaking fluency

Languages

English
Full Professional
French
Full Professional

Timeline

Senior Investment and Personal Banking Specialist

Scotiabank
03.2025 - Current

Financial Services Representative

CIBC
12.2023 - 03.2025

Customer Service Representative

CIBC
12.2022 - 11.2023

Fundamentals of Personal Finance - Banking and Finance

Canadian Securities Institute (CSI)

Canadian Investment Funds Course -

IFSE Institute

Residential Real Estate Brokerage -

Collège Immobilier Du Québec

Dental Prostheses Technology -

Édouard-Montpetit College

Social Sciences -

Vanier College
ZUNAIRA SHAHID