● Fostering strong client relationships through clear and effective communication resulting in a 48% increased client and stakeholder satisfaction rating.● Managing all aspects of changes by prioritizing change requests, performing risk assessments, and documenting client acceptance or rejection of changes through various stretch projects.● Preparing client POA, estate, mortgage, credit card, personal and business loans, SI & ISI investments documents, transfers and referrals, other… Show more ● Fostering strong client relationships through clear and effective communication resulting in a 48% increased client and stakeholder satisfaction rating.● Managing all aspects of changes by prioritizing change requests, performing risk assessments, and documenting client acceptance or rejection of changes through various stretch projects.● Preparing client POA, estate, mortgage, credit card, personal and business loans, SI & ISI investments documents, transfers and referrals, other banking products, and data analysis while adhering to Data Protection and Security Policies.● Partnering with 2 Financial Advisor to manage a portfolio of 1800+ high-net-worth clients with an average net worth of $5+ million ea.● Review, investigate, analyze and provide an informed and independent opinion or recommendation on transactional activity as it relates to suspect fraudulent or high-risk activity.● Demonstrated expertise in the use of banking systems such as COIN, ECIF, Salesforce ECRM, Horizon, 3270, COMPASS, FNF, SBFCA, CBFE, Wealth Management, etc. Show less

At No More Sunday Scaries Consulting Agency, we provide a comprehensive wealth management education program designed for individuals looking to take control of their financial future. Whether you're interested in becoming a financial advisor or starting your own wealth management business, we offer the tools, support, and industry partnerships to help you succeed.Our Services Include:Financial Education:We offer three in-depth educational sessions where we cover investment… Show more At No More Sunday Scaries Consulting Agency, we provide a comprehensive wealth management education program designed for individuals looking to take control of their financial future. Whether you're interested in becoming a financial advisor or starting your own wealth management business, we offer the tools, support, and industry partnerships to help you succeed.Our Services Include:Financial Education:We offer three in-depth educational sessions where we cover investment strategies, tax accounts, and protection plans. Our goal is to empower you with the knowledge you need to make informed decisions about your financial future.Comprehensive Financial Planning:We conduct a Financial Needs Analysis (FNA) to assess your personal financial situation and develop a tailored financial plan that fits your goals.Access to Top Financial Institutions:Through our partnerships with 52 financial institutions, banks, and insurance companies across North America, we can provide clients with a wide range of financial products and services typically reserved for high-net-worth individuals.Business Opportunity:We also offer an opportunity for those interested in a career in financial services. With our licensing support (HLLQP and CIFC), you can become an independent financial advisor, gaining access to our network of top-tier financial institutions. You'll learn how to guide clients through financial planning while building your own business.If you're ready to grow your financial knowledge or explore a business opportunity in the wealth management industry, we're here to guide you every step of the way. Show less

● Acted as a Subject Matter Expert (SME) for an assigned product family to aid in resolving complex technical issues and reducing product defects by 18%, which enhanced customer satisfaction and brand loyalty.● Troubleshoot, and solve IT issues that occurred on in-house applications such as Avaya, Cisco and CRM which were used by employees.● Documenting customer conversations, decisions reached, using appropriate processes and procedures for charting the constantly changing rules and… Show more ● Acted as a Subject Matter Expert (SME) for an assigned product family to aid in resolving complex technical issues and reducing product defects by 18%, which enhanced customer satisfaction and brand loyalty.● Troubleshoot, and solve IT issues that occurred on in-house applications such as Avaya, Cisco and CRM which were used by employees.● Documenting customer conversations, decisions reached, using appropriate processes and procedures for charting the constantly changing rules and regulations while servicing over 9 000 calls per day.● Managed a team of 40+ agents while providing motivation, coaching, training and development sessions for 100+ new hires on the company's Security Policies, Data Loss Prevention (DLP), Data Protection, Escalations and other day-to-day functions to maintain KPI metrics in the 85th percentile.● Evaluated employee KPI metrics using data analysis to draw insights and aid in the creation of a strategic coaching plan.● Received top performing team and people leader award for 6 consecutive months by exceeding team productivity targets to deliver exceptional customer service and demonstrating high level of problem solving and analytical skills. Show less

● Ensured organizational compliance with data protection regulations, offering continuous training on company provided security protection policies and staying updated with the latest security threats and industry best practices.● Collaborated with legal and compliance team to ensure policies align with industry regulations to update, lead and train a high performing remote sales team of 8 people.● Liaised with cross-functional teams to implement digital operations to improve customer… Show more ● Ensured organizational compliance with data protection regulations, offering continuous training on company provided security protection policies and staying updated with the latest security threats and industry best practices.● Collaborated with legal and compliance team to ensure policies align with industry regulations to update, lead and train a high performing remote sales team of 8 people.● Liaised with cross-functional teams to implement digital operations to improve customer support by managing customer interactions through digital channels such as chatbots, email, and social media.● Ensured a high level of client/customer satisfaction through bi-weekly quality assurance exercises.● Developed and maintained extensive knowledge of company websites.● Managed and improved the company's websites to enhance the user experience, ensure they are up-to-date, and aligned with the company's goals.● Monitored social media pages, phone calls, emails, and other forms of incoming and outgoing correspondence which mitigated risk to company by minimizing risk of data leakage. Show less

Utilized data-driven insights to monitor and assess student performance.Spearheaded planning and execution of a successful learning program for over 300 students.Conducted performance appraisals for department managers and teachers.Designed and delivered professional development sessions for groups of educators, covering topics such as curriculum implementation, sequencing, and modifications.Fostered partnerships between departments and schools through cross-functional… Show more Utilized data-driven insights to monitor and assess student performance.Spearheaded planning and execution of a successful learning program for over 300 students.Conducted performance appraisals for department managers and teachers.Designed and delivered professional development sessions for groups of educators, covering topics such as curriculum implementation, sequencing, and modifications.Fostered partnerships between departments and schools through cross-functional collaboration, achieving a 100% participation rate and high satisfaction. Show less

Successfully implemented staff development programs for administrators and University President, enhancing their skills and knowledge.Led a team of 10 individuals in conceptualizing gamification and technology standards for English Corner activities, fostering engagement and innovation in language learning.Played a pivotal role in curriculum planning and development, ensuring high standards and alignment with student needs.Actively involved in process improvement, monitoring, and… Show more Successfully implemented staff development programs for administrators and University President, enhancing their skills and knowledge.Led a team of 10 individuals in conceptualizing gamification and technology standards for English Corner activities, fostering engagement and innovation in language learning.Played a pivotal role in curriculum planning and development, ensuring high standards and alignment with student needs.Actively involved in process improvement, monitoring, and evaluation of educational programs.Provided teacher training and support, resulting in improved instructional practices.Invigilated exams and conducted evaluations to maintain academic integrity and fair assessment.Taught IELTS and TOEFL curriculum to equip students with language proficiency skills.Taught English Language Arts (ELA) focusing on reading comprehension, speaking, and writing.Offered afterschool and weekend learning support classes to cater to individual student needs.Dedicated to promoting a quality educational environment and fostering growth and development of students and educators. Show less