Fatima Shahid Email & Phone Number

Canada

• Delivered exceptional client experience to retail banking clients by providing timely and efficient service and engaging in financial discovery conversations, resulting in more than 20 positive reviews from clients. • Partnered with investment and credit specialists to provide relevant financial advice to clients, which resulted in over CAD$1 million of new business for the bank in the form of new investments and mortgages. • Resolved client disputes by communicating with appropriate departments and team members within the bank, ensuring greater client satisfaction. • Educated clients on online and mobile banking offerings, resulting in reduced client wait times. • Mentored 5 new client advisors on client relationship management, financial product knowledge and cross-selling strategies, leading to better team collaboration within the branch. • Upsold creditors’ insurance for 30 credit card and personal loan applications to clients. • Assessed clients’ financial profiles and converted over 70 client accounts to suitable account packages, which allowed for enhanced branch performance and greater client satisfaction.

Hamilton, Ontario, Canada

• Coached 20 students on pertinent material, providing them a better understanding of the coursework. • Presented slideshows to 200 students relating to relevant exam material, to assist with final exam review and ensure student success.

Ancaster, Ontario, Canada

Processed financing applications for 25 new clients to TD Bank, with credit limits of up to $10,000, to assist them with raising funds to allow for the purchase of inventory• Documented 300 physical sales bills electronically, allowing for efficient processing and distribution of client orders. • Collaborated with purchasing and delivery departments for outstanding furniture orders, ensuring the expedient dispatch of 70 orders to customers. • Trained 3 new service representatives on navigating company software, entering, and modifying data for sales and resolving client disputes, which ensured the provision of efficient service to customers.