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Assistant branch manager

Montreal, Quebec, Canada
November 26, 2018

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Assistant manager with more than ** years of experience planning, marketing, developing and implementingprograms and processes . I have occupied all positions at retail branch level including: customer servicesrepresentative, customer service coordinator, Financial services manager, Financial planner and currently assistantbranch manager.Experienced with excellent client and project management skills. Action-oriented with strong ability to communicateeffectively with technology, executive, and business audiences.Results-oriented, strategic sales professional withmore than a decade in the banking industry.Bilingual assistant branch Manager skilled at motivating diverse staff to meet customer needs. Hard-working anddedicated with strong planning, project management and solid leadership skills who dependably achieves branchgoals. SKILLS

Fluent in English, French, Arabic, Armenian Strategic and financial planning expertMicrosoft Office Hardworking mentalityTime management skills Internet and E-mail Marketing Excellent communication Program MarketingTraining and development Communications managementOperations management Team buildingRisk management expertise Interactive marketing EXPERIENCEAssistant Branch Manager / BMO BANK OF MONTREAL - MONTREAL, QC 04/2014 - 08/2018 Supervised 8branch team members and provided management with suggestions regarding performance assessments.

Evaluated credit application to determine risk factors and financial feasibility.Monitored daily operations and supported Branch Manager in necessary duties.Demonstrated expertise and reasoned guidance regarding loan products, lines of credit and account

options.Developed strategy to achieve target sales goals.Maximized sales potential by training new members in improved sales strategies.Processed sales referrals and promoted bank services and products, resulting in 205% branch sales

increase.Achieved proper compliance and accurate executive level reporting.Performed extensive analytical calculations, including a complete audit of each mutual fund.Executed financial due diligence and created a valuation model to establish enterprise value and purchase

price.Stayed on top of latest updates to company products and trends in customer buying preferences.Created and implemented traditional marketing campaigns.



Worked with customers to devise project scopes and managed ongoing milestones.Directed ongoing market research that targeted key customer demographics and used information to proactively adjust future marketing plans.

Senior Financial Advisor / TD BANK - MONTREAL, QC 08/2012 - 06/2013 Implemented diverse wealth management options to meet client objectives.Consulted with clients to assess and meet short- and long-term financial goal.Promoted business to increase customer base and grow revenue.Utilized information from various sources to create a suitable client financial strategy that took into account the client's needs and future goals. Coordinated the approval or rejection of lines of credit and commercial, real estate and personal loans.Maintained a 100% client retention rate by suggesting strategic investment plans based on fixed income

and equity investing report evaluations.

Financial Services Representative / TD BANK - MONTREAL, QC 11/2008 - 08/2012 Developed a base of 150 clients through networking and seminar marketing.Researched banking guidelines and statutory requirements to stay updated on new laws and applications.Delivered prompt, accurate and excellent customer service.Established new customer accounts including checking, savings, lines of credit and loans.Increased quarterly sales by 187%.

Customer Service Coordinator / TD BANK - MONTREAL, QC 12/2007 - 11/2008 Managed cash stock and inventory balances accurately.Trained New employees quarterly.Cross-trained and provided back-up for other customer service representatives when needed. Customer Service Representative / TD BANK - MONTREAL, QC 06/2007 - 12/2007 Guaranteed positive customer experiences and resolved all customer complaints.Performed bank opening duties, including counting cash drawers and checking all equipment for proper functioning.


Concordia University - Montreal, QcFinance

Vanier College - Montreal, Qc

2009Political Science

CSI - Montreal, Qc 2010

Investments Funds in Canada

CSI - Montreal, Qc 2013

Financial Planning I

CSI - Montreal, Qc 2013

Financial Planning II

CSI - Montreal, Qc 2016

Branch Compliance Officer


Member, Women in Leadership AssociationProud member of Champions club, 3 years in a row. Spotlight Award winner, 2015Volunteer at refugee homeless center since 2014 INTERESTS

When possible, I volunteer in any political affiliated events to support the party that holds the same vested interestsas me, such as advanced eductation for the less fortunate, equal opportunity to all citizens despite wealth class andnon- descriminatory idealogies. Self-proclaimed philantropist, I have a strong passion to help others achieve success and to fight for equal rights for all humans, despite race, gender, sexual orientation, etc... I also volonteerin old folks homes during holidays, to help bring joy to the eldery that are left without family memeber visits. In my spare time, I love to travel to different places to learn and experience different cultures in order to expand myworldview.

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