- Gold Award Winner for the FY 2021- Quarterly Individual Recipient as a Top Performer (01Nov2019 - 31Jan2020)- Arranged residential mortgage loans by cross selling the Bank’s products and services- Referred commercial and small business loans to Commercial Banking or Small Business Banking team- Developed business referral sources- Implemented sales and marketing strategies for lending products and services secured by real estate properties

- Established new Commercial Banking Team and oversaw customer relationship management leading to increased credit portfolio and improved overall client experience- Implemented annual business strategy for Commercial Banking Team - Exercised prudent risk management in accordance with the Bank’s policy and guidelines when onboarding new customers and managing existing portfolios- Oversaw annual review and renewal for existing customers’ portfolio, while deepening banking relationship… Show more - Established new Commercial Banking Team and oversaw customer relationship management leading to increased credit portfolio and improved overall client experience- Implemented annual business strategy for Commercial Banking Team - Exercised prudent risk management in accordance with the Bank’s policy and guidelines when onboarding new customers and managing existing portfolios- Oversaw annual review and renewal for existing customers’ portfolio, while deepening banking relationship by meeting customers’ needs in a timely manner- Developed business referral sources (accountants, real estate & mortgage agents, business professionals and Center of Influence)- Coached credit analysts and customer service representatives through weekly one on one sessions, resulting in effective credit analysis and better customer experience Show less

June 2011-Jan 2107: Business Banking- Developed a profitable portfolio of commercial accounts - Attracted new to bank business banking customers through rigorous Credit Underwriting process- Identified new business opportunities through daily client interactions and communication and conducted over 12 calls/correspondences per week for account management and business development- Reviewed existing credit facilities (term loans, overdraft limits and other credit facilities), by… Show more June 2011-Jan 2107: Business Banking- Developed a profitable portfolio of commercial accounts - Attracted new to bank business banking customers through rigorous Credit Underwriting process- Identified new business opportunities through daily client interactions and communication and conducted over 12 calls/correspondences per week for account management and business development- Reviewed existing credit facilities (term loans, overdraft limits and other credit facilities), by identifying additional business opportunities with existing clients- Engaged in-depth due diligence for new customer account opening to make sure all necessary documents in place and business nature and activities aligned with the Bank’s overall risk appetite and guidelines. - Delivered best customer experience to existing customers, resulting in frequent customer referrals from them May 2002-June 2011: Personal Financial Services- Managed personal day-to-day banking accounts and personal loans - Reviewed and recommend investment opportunities such as mutual funds, stocks, bonds - Managed mutual funds accounts for personal and commercial customers - Provided retirement planning services to existing and potential customers - Deepened relationships with customers by cross-selling the Bank’s products and services Show less