Jasmina Patel

Financial Services Manager - Bank of Montreal

Laval, QC

acccbt@r.postjobfree.com - 514-***-****

WORK EXPERIENCE

Financial Services Manager

Bank of Montreal - Montréal, QC - May 2011 to Present

Responsibilities:

- Creating, establishing and maintaining a relationship for both personal and commercial clients

- Act as an advisor for customers financial needs

- Process a wide range of services to meet customer needs from opening accounts to processing credit

applications

- Analysis of clients' existing investment portfolio; developing and recommending customized investment

solutions

- Proactively contact customers: make out-bound calls from leads and multiple customer databases

- Developing and preparing banking and investment proposals for prospective clients

- Coaching customer service representatives on existing and new products to help improve sales and attain

individual as well as team targets.

- Analyzing sales performance and trends on a weekly basis

- Developing strategies and plans to help improve sales for the team

- Assessing risks on all applications to make sure that the application meets the banks criteria

- Ensure that all rules and regulations have been met for each file for audit purposes

- Adhere to Bank Policies and Procedures for the prevention of loss due to fraud

- Identify and report suspicious and other reportable transactions or patterns of activity that are

suspected to be related to money laundering

- Comply with all regulatory, legal and ethical requirements

Customer Representative

Bank of Montreal - Montréal, QC - September 2009 to April 2011

Responsibilities:

- Processing customer transactions and balancing financial transactions

- Plan, coordinate and execute various ad hoc queries and reports used by all management levels in

development of key strategy and operational decision making

- Responding to service requests and queries by both internal and external clients

- Process new client applications for credit approval and new account requests

- Participating in new product development and marketing initiatives

- Ensuring sales targets are met on a monthly basis

- Perform the necessary due diligence to ensure clients comply with Bank policies

- Assist with branch administration and operations through completion of assigned tasks

Assistant Manager

SAREE EMPORIUM - June 2007 to August 2009

Responsibilities:

- Forecasting & Budgeting sales and expenses for the company.

- Scheduling of staff and monitoring employee performances.

- Ensure sales targets are reached on a weekly and monthly basis.

- Purchasing of merchandise and inventory control.

- Ability to develop a good relationship with clients to ensure customer satisfaction and loyalty.

- Hold meetings with clients/suppliers to go over terms of sale/purchase of goods.

- Assist in implementing new marketing schemes and business strategies with management.

Sales Associate

Winners Home Sense - October 2004 to May 2007

Responsibilities:

- Serving customers and responding to all service queries

- Processing new merchandise and ensuring proper inventory control

- Organizing displays and features

EDUCATION

Bachelor of Arts in Economics

Concordia University - Montréal, QC

January 2006 to August 2009

Health Science

Vanier College - Montréal, QC

September 2003 to December 2005

ADDITIONAL INFORMATION

Skills:

Computer Skills:

- Windows / Advanced Windows

- Microsoft Office - Excel, Word, PowerPoint

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