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Personal Banking Officer at Canadian Western Bank
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Competencies
Skilled in building and maintaining strong client relationships, ensuring high customer satisfaction and retention.
Proven track record of meeting and surpassing sales targets in banking and retail environments.
Experienced in managing end-to-end corporate events and promotional campaigns from concept to delivery.
Led teams in media analysis and event management, fostering collaboration and high performance.
Expertise in launching and managing brand experiences and client servicing for premium clients.
Education
Summary
Dynamic professional with extensive experience in client management, sales, event execution, and brand launches. Proven ability to drive revenue, lead teams, and deliver exceptional service across banking and marketing sectors.
Key Achievements
- Consistently achieved and exceeded monthly and annual sales targets through proactive relationship management.
- Managed key client accounts, delivering tailored banking solutions and enhancing customer satisfaction.
- Led end-to-end event planning and execution for corporate promotions, boosting brand visibility and client engagement.
- Built and scaled a Golf Analysis team from 15 to 30 members, increasing productivity and revenue streams.
- Recognized for top performance and received the 'Best Rookie' award at HSBC Finance Corporation.
Experience
Personal Banking Officer – Sales & Service
Delivered exceptional customer service by identifying client needs and recommending appropriate banking products. Achieved monthly and annual sales targets through proactive relationship management. Maintained high client satisfaction while ensuring compliance with confidentiality and regulatory standards. Supported Retail Banking Managers with administrative and client service functions. Assisted in planning and executing seasonal sales campaigns and promotional programs
Sales Associate
Increased sales through effective upselling and cross-selling strategies. Maintained visual merchandising standards and ensured floor-ready merchandise. Assisted customers with product selection and supported inventory management across locations
Group Account Manager – Client Servicing
Managed key client accounts and curated customized brand and event experiences. Exceeded revenue targets, generating over $1.2 million in FY 2016/17. Played a key role in launching the Lexus brand in India. Generated repeat business from existing clients while improving account profitability. Expanded client relationships by proposing strategic solutions aligned with business objectives
Manager – Client Servicing
Led end-to-end project planning and execution for corporate events and promotions. Developed client-specific proposals and managed expectations throughout event lifecycles. Coordinated with venues, vendors, and creative teams to ensure successful delivery. Selected for special international projects, including an event executed in Barcelona
Assistant Manager – Client Servicing
Managed end-to-end coordination for large-scale brand and sponsorship projects. Oversaw logistics, vendor coordination, and client communication. Worked on high-profile projects including Toyota Etios Motor Racing and Auto Expo 2014
Assistant Manager – Production
Built and scaled a specialized Golf Analysis team from 15 to 30 members, increasing productivity and revenue. Monitored production quality, performance metrics, and delivery timelines. Prepared analysis reports, forecasts, and resource allocation plans. Contributed to establishing operational policies and quality control standards
Customer Service Officer
Managed inbound and outbound calls to resolve delinquent customer accounts. Achieved top performance ratings and received the 'Best Rookie' award. Maintained consistent quality scores of 96% and supported team training initiatives