Dulari Ranathunga Email & Phone Number

Yellowknife, Northwest Territories, Canada

Northwest Territories, Canada

Northwest Territories, Canada

•Providing accurate product information and advice while recognizing sales opportunities.•Proactively promoting, cross-selling, and/or up-selling appropriate products and services.•Opening new personal accounts and such as Chequing, Savings, TFSA, RRSP and providing access to telephone banking and online banking services. •Meeting sales, customer service, and productivity targets by understanding client needs, offering solution to issues.•Engage with several clients every day to meet their immediate and future needs, offer advice.•Complete sales for both personal and small business clients.•Understand and advise clients based on a comprehensive financial planning approach including cash management, credit, investment and wealth protection.•Provide information to existing and potential clients regarding CIBC's full range of products and services.•Offer a superior client experience on every interaction to meet and exceed clients’ expectations, build loyalty and grow our business.•Listen to the customer's questions or concerns to identify, investigate and resolve the issues.

Yellowknife

•Complete financial transactions such as deposits, withdrawals, bill payments and/or other account transactions for customers in an accurate and efficient manner.•Ensure customer problems are handled appropriately, escalating issues when necessary.•Be knowledgeable of and comply with Bank and industry codes of conduct and with securities laws and regulations.•Understand and apply bank/branch operating policies and procedures – which may include assisting with the branch opening and closing procedures on a rotational basis.•Maintains customer records by updating account information.•Resolves product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution.•Service customer inquiries, determine customer needs and provide solutions with regards to their banking requirements.•Effectively use a variety of computer programs to access customer details and databases, and research options.•Advised and educated customers about their options.•Worked in a team to achieve targets and positive outcomes for customers and the bank.

Canada - Yellowknife

•Ensure Department is ready for business according to the needs of target customers, and departmental readiness is maintained throughout the day, including the availability of “always in stock”.•Ensure seasonal and promotional merchandising is planned and executed to achieve maximum sales, profits, and customer excitement.•Participate in advertising campaigns and strategies and Ensure gross profit is monitored and variances are investigated and addressed.•Answering Customer calls promptly and Meeting Customer's needs by assisting them whenever possible. •Oversee the correct cost landing of all invoices and adjust items, such as retail prices, to maintain gross profit margins.•Assisting the Management Team in the identification and correction of unsafe conditions and behaviors.•Remaining knowledgeable about emergency and safety procedures. •Maintains departmental operational standards by maintaining proper inventory levels. •Ensuring Associates are trained on the department(s) procedures and schedule staff as required.•Ordering merchandise on time. Following proper procedures on Mark-up/Mark-downs, Price Changes, Signing/Flagging/Labels, Clearance, Competition Shopping and Competition Pricing.•Recording and adding cost/retail and other inventory information when necessary. •Comparing end of the month (P&L/Journal) information to store files. •Moving around the store to assess overall presentation of merchandise and appearance of the store noting deficiencies for corrective action. •Completing the Record of Results in a timely manner. Maintaining/Tracking productivity of features. •Developing 30-60-90 day merchandise coordinating in-store merchandise promotions. •Properly maintaining modular using the Modular Activity Report, price changes, modular changes and the maximum shelf quantity based on the Rate-of-Sale. •Listens to Customer complaints, examines returned merchandise, and resolves problems to restore and promote good public relations.

Colombo , Sri Lanka.

•Supporting manager in performing management functions such as staffing, training and expanding business plans.•Investigated and resolved customers issues and complaints regarding operational matters. •Handled all queries and client feedback in a professional manner.•Communicated with the support team and implemented the organization’s operational guidelines, standards and policies.•Monitored and managed operational activities – Directed the branch/store/bank operational risks, financial aspects and audit processes.•Documented and prepared reports on management and information systems; presented same to manager.•Assisted the manager in recruiting diligent professionals, committed to high principles of service and performance.•Designed and coordinated training programs for employees in order to enhance work efficiency – Conducted training sessions and workshops to improve the workforce and productivity of the firm.•Maintained cordial relations with other staff and assisted them in resolving their issues.

Sri Lanka

•Record all transactions promptly, accurately and in compliance with bank procedures.•Accept cash and cheques for deposit and check accuracy of deposit slip.•Experienced in all teller functions and Balance currency, cash checks in cash drawer at end of each shift.•Answer incoming calls from customers needing assistance in a variety of areas.•Educate customers on various bank products and services to the customers.•Responsible for assessing and verifying the client's financial information and helping the client get through the complex loan process.•Issuance of Bank Drafts, Manager’s cheques.•Bringing in new customers and boosting the bank’s profits and Deposit mobilization.•Initiate and open new bank accounts/fixed deposits. •Create,analyze management information reports, which are sent to branch staff and to the head office.•Perform specialized tasks such as preparing cashier’s checks, personal money orders and exchanging foreign currency.•Perform services for customers such as ordering bank cards and issuance of same to customers. •Receive and verify loan payments, mortgage payments and utility bill payments.•Interact with local chambers of commerce, development agencies, solicitors, accountants etc.•Evaluates loan applications and documentation by confirming credit worthiness.•Improves loan applications and documentation by informing applicant of additional requirements.•Gathers client's financial information and assesses the client's ability to repay the loan. •Rejects loans by explaining deficiencies to applicants.•Maintains customer confidence by keeping loan information confidential.

Sri Lanka

•Maintains accurate and up to date customer details and account records.•Works with a minimum of supervision on collection of overdue account.•Regular customer contact by phone, fax and email.•Uses initiative and imagination to achieve targeted results, while promoting customer goodwill.•Makes adjustments, handles queries and resolves problems within company guidelines and policy.•Works under direction of and reports to a credit manager.

•Promote all banking business to customers and to monitor their business time by time.•Maintain and develop relationship both existing and new customers.•Enhance the profit generated by the business with customers.•Carry out liaison activities with customers for all the banking service.•Initiate and review credit rating and make self-assessment reports.•Do other jobs related to Business Promotion Divisions.

Cifc - Canadian Investment Funds Course, Mutual Funds And Investment, Passed 80%

Certificate In Banking & Finance, Banking And Financial Support Services, Pass

Bachelor Of Commerce (B.Com.), Business/Commerce, General