Rumana Tamrin

Provided exceptional client service via telephone, effectively addressing inquiries, educating and resolving issues related to GST/HST, Payroll, Corporation Tax, and Individual/Business tax collection cases. Successfully managed high volumes of professional service requests, handling 10–15 cases daily and maintaining an inventory of 250 cases at any given time.

Delivered top-tier customer service, improving branch scorecard performance by 43% and earning recognition as a high-performance branch. Developed and managed a high-performing team by recruiting, training, and recognizing employees, with 95% of the team meeting sales and referral targets.

Delivered personalized financial plans for personal and business clients, aligning their objectives with appropriate products and providing exceptional customer service. Identified and escalated fraud risks through detailed account analysis, transaction monitoring, and proactive problem-solving.

Responded to customer requests for products, services, and company information, assisting clients with their day-to-day banking transactions. Handled complex transactions such as wire transfers, general ledger inquiries, and administrative research, ensuring high-level customer focus and solution delivery.

Completed a Bachelor of Science degree with a focus on Psychology, Economics, and Sociology. This interdisciplinary program provided a comprehensive understanding of human behavior, economic principles, and societal structures.

Acquired the IFIC course from the Canadian Securities Industry, leading to a Mutual Fund license. This accreditation provided essential knowledge for working in the financial services sector.