Banking Operations Financial Planning

Sandali

Kulathunga

Manager in Banking Operations

https://www.linkedin.com/in/sandali-

kulathunga/

A dedicated and results-driven individual

with 8+ years of experience in both Banking

and Financial roles.

CONTACT INFORMATION

PHONE - 412-***-****

EMAIL - *********@*****.***

VISA STATUS – Green Card

SKILLS

• Strong supervisory and leadership skills.

• Retail and Corporate Banking Operations.

Education

Master Of Business Administration – (2024)

University Of Gloucestershire

B.Sc. Degree in physical Sciences – (2016)

Second Class Upper Division (GPA 3.3)

University of Sri Jayewardenepura

Post Graduate Diploma in Applied Statistics –

(2022) - University of Colombo

Certifications & Memberships

Certificate in Operations and Compliance

(New York institute of Finance)

Certificate in Financial Analysis for Credit

(CFI) - (Corporate Finance Institute)

Certificate in Financial Planning Principles

(CFI)

Certificate in Commercial Mortgages (CFI)

Diploma in Applied Banking and Finance

(Institute of Bankers of Sri Lanka)

Associate Member of the Institute of

Bankers of Sri Lanka

WORK EXPERIENCE

As a skilled banking professional with over 8 years of experience as a Deputy Manager at People's Bank Sri Lanka, I have developed a deep understanding of the financial services industry and a track record of success in driving operational excellence and compliance. Throughout my career, I have honed my skills in risk management, internal controls, and financial analysis, leveraging my expertise to ensure that my team consistently delivers high-quality service and meets business objectives. Deputy Manager - Relationship - People’s Bank, Sri Lanka (August 2024 – June 2025)

• Collaborated cross-functionally with Sales, Finance teams and Credit teams to strengthen customer relationships with existing and prospective clients.

• Act as a single point of contact for all banking needs of assigned customers.

• Regularly interact with clients to understand their financial needs and offer appropriate solutions.

• Portfolio Management of clients to ensure revenue generation and profitability.

• Track client performance and update internal systems accordingly.

• Maintain accurate records of customer interactions, transactions, and service requests.

• Prepare periodic reports on sales targets, customer feedback, and portfolio health.

• Contribute to branch or region-wide customer acquisition and retention goals.

• Use engagement activities to build stronger customer loyalty and referrals.

• Review and provide necessary guidance related to financial statements, credit reports, and application documents according to the internal and external audit processes.

• Evaluate borrower's ability to repay loans and initiate required decision making process along with required coordination related to underwriting and legal teams as needed.

• Mentor/guide junior staff to carry out relationship operations according to the compliance requirements.

• Provided comprehensive administrative and operational support across multiple departments.

• Coordinated budget preparation, expense reporting, invoicing, and financial tracking to ensure accuracy and compliance.

• Oversaw procurement and inventories related to internal and external needs.

• Delivered on-site event supports to ensure seamless operations and positive attendee experiences.

Deputy Manager Operations – People’s Bank, Sri Lanka (October 2022 – August 2024)

• Supervising and coordinating the day-to-day operations of the bank, ensuring that all activities are performed in compliance with relevant laws, regulations, and policies.

• Monitor workflows, process adherence, and performance metrics to maintain service quality and efficiency.

• Identify inefficiencies and areas for improvement in operational processes.

• Developing and implementing strategies to achieve business objectives, such as increasing customer acquisition and retention, improving operational efficiency, and managing risk.

• Establishes and aligns policies and procedures to identify and address risks in the banking services and departments while leading the risk management team.

• Managing and leading teams, providing guidance, and coaching to team members to ensure high-quality service delivery with a special focus on retail and corporate banking.

• Overseeing corporate banking portfolios by maintaining and building relationships with key stakeholders, including customers, and partners.

• Actively representing as an ambassador for the bank. Assistant Manager Savings – People’s Bank, Sri Lanka (October 2019 – October 2022)

• Manages the teller function, new accounts, and ATM balancing.

• Assist customers in opening and managing savings accounts operations and ensure compliance with KYC/AML regulations.

• Drafts and presents risk reports and proposals to executive leadership and senior staff.

• Manages and maintains a schedule of branch staff to ensure proper coverage and fosters a motivated diverse team environment.

• Monitors daily work assignments, system input and adjusts staffing as needed to meet deadlines/targets.

• Liaise with the bank manager to ascertain the priority workloads on any given day.

• Preparation of legal documentation, updated records, and maintained files. Management Trainee Operations– People’s Bank, Sri Lanka (October 2017 – October 2019)

• Assisting with customer inquiries.

• Help management to implement new policies and practices.

• Ensure correct reconciliation is completed on a daily or weekly basis as requested.

• Makes recommendations to improve workflow, as needed.

• Assist and/or rectify all customer issues in an efficient, professional manner based on the guidelines given.

Management Trainee - Swarna Business Development, Nawala, Sri Lanka (April 2016 – August 2017)

• Communicating with overseas suppliers by negotiating cost prices, ordering stock, agreeing on timescales and delivery dates, and completing the necessary paperwork for all import consignments.

• Leading the marketing and supplier relationship team to while tracking performance through identified team KPIs.

• Involvement in social media implementation.

• Working closely with Marketing Managers and Sales Representatives to decide which goods should be selected and how goods should be displayed for maximum sales.

Contact this candidate