Wealth Management Service Delivery
Resume:
Baisakhi Sahana
SUMMARY
Personable Bank Teller & Wealth Management professional with 9 years of experience in Banking & customer facing positions in high pressure & fast paced work environments along with knowledge of multiple wealth management tools. Skilled with daily branch operations in the timely and accurate processing of relevant transactions.
EXPERIENCE
TD Bank, Canada – Operations Officer
Toronto, ON, Canada • 07/2022 – 03/2023
Process transactions accurately and on-time, solely responsible setting up PIA (Private Investment Advise) accounts for customers.
Performing the change in the MANDATE as per the Market trend to provide profitability to the customers and executing multiple tasks for customer’s Account closure and transfer activities.
Co-ordinating with Private Investment Advisors regarding account related activities and changes like account setup, fee request changes, etc.
Escalate processing issues wherever necessary to ensure a high level of service is maintained.
Serve the clients as required – adhere to Service Level Agreements (SLA) and internal service delivery.
Identify opportunities to improve service delivery and support process improvement initiatives.
Support the team by continuously developing knowledge in own area.
Keep others informed and up to date about the status/progress of projects and all relevant or useful information related to day-to-day activities.
Ensure documentation prepared/completed is accurate and properly reflects client/business intentions and is consistent with relevant rules/regulations.
Know and apply system capabilities, ensure the upload/download of information is completed accurately on-time.
Assist in analysis, development, testing, and implementation of operating and process improvements.
Working on applications like Excel, MVEST, ISM, EIS, WCO etc. for daily activities.
Royal Bank of Canada – Operations Associate
Toronto, ON, Canada • 11/2021 – 06/2022
Worked as an Operation Associate in Wealth Management team.
Provided accurate analysis and processing support for exception based complex, and highly specialized process within a specific operation department.
CONTACT
********.******@*****.***
Saint Louis, MO
SKILLS
Expertise in Customer service
Knowledgeable Financial
products
Bank operations, money
handling, & money transfer
systems
Strong sense of Banking ethics
MS Office
EDUCATION AND TRAINING
MBA: Human Resource
Management
Sikkim Manipal University
Kolkata, India • 10/2011
Bachelor of Science: Economics
Calcutta University
Kolkata, India • 09/2006
LANGUAGES
English:
Full Professional
Hindi:
Full Professional
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Performed accurate review, verify, and record data into technology support department process with correct understanding of department procedures and required accountabilities in the area or in which the incumbent works.
Coordinated, communicated, and provided customer service support for individuals requiring research, problem resolution, or securing information from other Operation’s Department in which the incumbent works.
Provided solutions to reduce risk or increase efficiencies by suggesting process changes and system modification.
Participated in testing and implementation of new systems and processes as required.
Delivered accurate analysis and processing support for manual, exception- based complex, and/or highly specialized process within a specific Operation department.
Worked on Macro - Excel to provide daily transaction report. US Bank – Bank Teller
St. Louis, MO, USA • 01/2017 - 04/2020
Completed routine teller tasks with high accuracy, including transfer, deposits, withdrawals, and Mortgage payments.
Satisfied customers by consistently delivering fast, knowledgeable services for diverse banking needs.
Helped customers understand and use technical such as mobile applications and online banking.
Maintained cash drawer by following exact procedures for transactions and strong security protocols.
Advised customer on bank products, services and financial planning options.
Completed daily cash balancing and operated ATMs.
Ordered checks, placed stop payment orders and conducted additional special services for customers.
Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
Maintain optimal financial controls by securing funds and accurate transactions.
Welcomed customers and offered pleasant service during the entire transaction.
IndusInd Bank - Bank Teller
Kolkata, WB, India • 09/2009 - 09/2011
Accept retail and /or commercial deposits, loan payments, process saving and checking account withdrawals.
Maintains customer confidence and protects bank operations by keeping information confidential and Co-ordinate with sells team.
Customer assistance on deposit & withdrawal slips and Bill collection. Reliance life Insurance - MIS Executive
Kolkata, WB, India • 10/2008 - 09/2009
Created and updated user-friendly spreadsheets on a daily basis.
Created pivot reports and charts for information tracking purposes.
Building and managing customer relationships for the organization. Bengali:
Native/ Bilingual
CERTIFICATIONS
NMLS (Nationwide Mortgage
Licensing System) Certificate
with valid NMLS ID from
Mortgage Educators &
Compliance (year of 2020),
USA
Master Certificate in Software
Testing & Six Sigma Green
Belt-IT from Villanova
University, USA (year of
2012)
AWARDS
“Q4 2017 Top Performer Bank
Teller from St. Louis/Illinois
Region” in US Bank in 2017
“Highest New Product
Business Achiever on
Launching Day” in Reliance
Life Insurance in 2009
“Highest Product Business
Achiever on March 2009” in
Reliance Life Insurance in
2009
REFERENCES
Martha Reyes– TD Bank,
Canada –
******.*****@**.***
Viji K.– Royal Bank of Canada –
****.**********@***.***
Kelly Smith - US Bank -
*****.******@******.***
.
Contact this candidate