Dinky Lala Email & Phone Number

As a trusted advisor with CIBC Imperial Service , I build relationships with clients to offer advice in Investments and Lending to help my clients achieve their financial goals

Mississauga, Ontario, Canada

Mississauaga

Greet clients and assist them in financial transactions. Develop and Maintain Client relationships by understanding their needs andRecommending services to meet their needsMaintain and balance cash drawer on daily basis. Cross Sell Bank products and Services Perform data entry services regarding clients’ accounts and transactionsHandle deposits, withdrawals, money orders, cashier and travelers’ check and creditCard advances Prepared money orders, drafts as well as international wire transfers and remittances Open accounts and manage foreign currency accounts under the OSFI and FINTRAC Guidelines. Identify referral opportunities and cross sell bank services effectively

Mississauga

Responsible for adjudication of small business loans for the TD Canada Trust branch network.Evaluated Credit Applications in accordance with policy and procedures and provided a high level of customer service to TD Canada Trust business partners.Exceeded expectations of peers by providing excellent analytical skills, strong aptitude for problem solving and great organisational skills. Possessed a thorough knowledge of Small Business Credit Principles, products and policies.

Mississauga

Developed and maintained strong and effective customer relations by exceeding customer expectations, meeting quality standards for services and ensuring customer needs are always satisfied.Actively communicating with people outside the organization and representing the organization to customers, the public and other external sources. Frequently conducting campaigns to attract new customers and promote products like GICS, RRSPS AND TFSA accounts.Bank teller: Cash management, dealing with term deposits (GIC'S), Managing and handling remittance, Opening and verifying customer accounts, Managing customer queries and concerns effectivelyTrained new hires to meet company standards, ensuring to bring into play other team members and also providing a helping hand to other team membersCommended for managing cash accurately

Investment Funds In Canada, Banking And Financial Support Services

Diploma, Human Resource Management

Human Resource Management

Bachelor Of Arts (B.A.), Psychology

Major in Psychology- Bachelor's Degree

Mutual Fund Licensed

Financial Planning I

Pfsa, Financial Planning And Services

Bco

Certified Scrum Master