Manager Financial

HARSH BATHIJA

** ********* ****** ******* ** M*W 7G6 ●647-***-**** ● *************@*****.***

SUMMARY OF SKILLS AND ABILITIES

● Self-motivated and possess the ability to work independently as well as collaboratively within teams to meet business goals

● Solid communication, interpersonal, time management, analytical, organizational skills

● Ability to work in a fast-paced environment and multi-task to stay organized

● Process oriented with strong attention to detail

● Experience of working in a branch banking and telephone banking set up

● Excellent knowledge of CIBC banking softwares - Coins, ECIF, Horizon, Certapay, Telagent, Investor’s Edge, Global Operations Workbench

PROFESSIONAL DEVELOPMENTS AND RECOGNITIONS

● Certified Anti-Money Laundering Specialist (ACAMS)

● Canadian Investment Funds Course (IFSE CIFC)

● Award of Excellence for Top Client Experience, Excel Award for Living In The Growth Zone, Rising Star Award for Client Engagement, Excel Award for being the Client Champion

● Most Recent Performance Management & Measurement Rating - Exceeded Expectations WORK EXPERIENCE

Financial Advisor July 2019 - Present

Scotiabank, Toronto

Financial Services Representative January 2018 - December 2018 Canadian Imperial Bank of Commerce - Inbound Contact Center, Toronto

● Working in the loyalty team, engaged in interactive dialogue with Imperial Service & Strategic High Value clients and identified opportunities to promote the right financial products to meet their needs

● Being the Risk Prime of the team, communicated updates on account handling requirements and risk/compliance statistics to make sure the team complies with all procedural changes in turn reducing risk to the business

● Minimized risk to the business by complying with all customer validation and anti-money laundering policies and procedures

● Handled customer inquiries concerning unauthorized transactions and fraudulent activities on their accounts, launched investigations on the same by creating detailed reports

● Did the necessary due diligence to ensure the accuracy of all customer interactions and maintaining strict confidentiality for the customer and the bank

● Took ownership, went above and beyond to deliver top-notch client service in a fast paced environment along with meeting the calls per hour targets and productivity goals Personal Banking Representative October 2014 - Jan 2016, May 2016 - January 2018 President’s Choice Financial - CIBC, Toronto

● Recorded client’s personal and financial information accurately, ensuring all documentation is completed in accordance with CIBC’s policies and procedures

● Documented and reported suspicious activities, suspicious identification provided and misrepresentation of information in the case management system to prevent fraud, money laundering and identity theft losses

● Conducted analysis of client's financial circumstances, engaged with clients to fulfill their immediate and future needs and helped them to meet their financial goals Peer Tutor and Peer Note Taker February 2013 - August 2014 George Brown College, Toronto

● Worked as a peer tutor for the following courses: Canadian securities, Principles of Marketing and Business

● Assisted students with disabilities by writing comprehensive class notes for multiple courses

● Demonstrated ability to identify pertinent information and well-organized and able to explain things clearly

EDUCATION

International Business Management Post-Graduate Certificate August 2014 George Brown College, Toronto

Marketing Management-Financial Services Post-Graduate Certificate December 2013 George Brown College, Toronto

Bachelor of Management Studies July 2012

University of Mumbai, India

LINGUISTIC PROFICIENCY

● English Fluent

● Basic French - Completed level A1 and level A2 at Alliance Francaise

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