Zoya Khoja
Summary
Dedicated banking professional with strong expertise in financial analysis, risk management, and customer service. Skilled at managing daily banking operations, ensuring compliance with industry regulations, and providing accurate financial reporting. Efficient at identifying and mitigating financial risks, streamlining processes, and enhancing client satisfaction. Conscientious, methodical, and results-driven with solid work ethic and commitment to delivering high-quality results.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Private Banking Associate
BMO Private Wealth
03.2022 - Current
- Offered sound financial advice to clients and helped them to make informed decisions regarding their financial investments.
- Referred customers to specialists and other lines of business to fulfill specialized needs.
- Engaged customers and prospects using questions to discover financial needs.
- Utilized strong communication skills to collaborate with other departments in order to resolve any issues or discrepancies in customer accounts.
- Performed account reconciliations and processed transactions accurately within established timeframes.
Client Advisor
Royal Bank of Canada, RBC
10.2021 - 03.2022
- Maintained utmost confidentiality of bank records and client information
- Demonstrated proficiency in problem solving by resolving customer inquiries quickly and efficiently.
- Utilized excellent communication and interpersonal skills to present complex concepts to a variety of audiences.
- Built strong client relationships to improve retention and increase referrals.
- Assisted customers with opening new accounts while verifying their identity according to KYC standards.
- Performed account reconciliations and processed transactions accurately within established timeframes.
Administrative Assistant to Divisional Director
IG Wealth Management
03.2020 - 10.2021
- Developed administrative processes to achieve organizational objectives and improve office efficiency
- Communicated with clients by phone and email to answer questions and offer services including questions regarding insurance
- Maintained detailed knowledge of popular national and regional insurers to efficiently compile suggestions for clients
- Improved office operations continually by maintaining records, tracking data and promoting internal communications
- Assisted senior management in negotiating and renegotiating contracts to improve cost savings
University Teaching Assistant
Thompson Rivers University
09.2019 - 12.2019
- Supported faculty in Accounting and Finance department by preparing class materials, collecting assignments, stocking supplies, and completing other support tasks
- Graded assignments and tests using answer key, documented results and informed lead teacher of students' performance
- Conducted weekly review sessions prior to midterms and finals that focused on key concepts covered during the semester.
- Assisted faculty with course design, curriculum development, and grading of student work.
- Mentored students individually and in small groups on topics ranging from academic writing to research methods.
Education
Post-Baccalaureate Diploma - Finance
Thompson Rivers University
Mumbai, India04-2017
Post-Baccalaureate Diploma - Finance
Thompson Rivers University
Kamloops04-2020
Skills
- Banking software proficiency
- Wealth management
- Cross-selling products
- Consumer banking
- Small business operations
Certification
- Certified Canadian Investment Funds (Mutual Funds License) - The Investments Funds Institute of Canada
- Certified Life Licensed Qualification Program (Insurance License) - The Investments Funds Institute of Canada
- Leading with Finance - Harvard Business School Online
Timeline
Private Banking Associate
BMO Private Wealth
03.2022 - Current
Client Advisor
Royal Bank of Canada, RBC
10.2021 - 03.2022
Administrative Assistant to Divisional Director
IG Wealth Management
03.2020 - 10.2021
University Teaching Assistant
Thompson Rivers University
09.2019 - 12.2019
Post-Baccalaureate Diploma - Finance
Thompson Rivers University
Post-Baccalaureate Diploma - Finance
Thompson Rivers University
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