David Aristizabal
Customer Service Representative @BMO
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WORK HISTORY
Customer Service Representative @BMO
Calgary, AB, CA
Delivered client-focused banking solutions by assessing customer financial needs and recommending appropriate deposit, credit, and investment products while ensuring compliance with internal policies and regulatory requirements.Supported sales and referral objectives by identifying opportunities for lending, investment, and wealth management referrals, contributing to branch revenue growth and consistently exceeding performance targets.Conducted detailed reviews of client account activity, credit profiles, and documentation to support account openings, credit requests, and service resolutions with accuracy and attention to risk controls.Managed a high-volume transactional environment, handling daily cash, payments, and account servicing while maintaining strong operational risk management and audit standards.Collaborated with lending and wealth specialists to ensure seamless client handoffs, accurate information flow, and alignment with the bank’s risk appetite and client-centric approach.
EDUCATION
Mount Royal University
Finance
ABOUT DAVID ARISTIZABAL
Finance student at Mount Royal University with front line banking experience at BMO and a strong long term interest in Investment Banking and capital markets.Working at BMO has given me the exposure to client relationships, financial products, and how banking operates in real world environments. That experience has strengthened my professionalism, communication skills, and ability to perform in fast paced settings.Alongside my academic coursework, I am intentionally building a strong technical foundation. I am currently completing the Bloomberg Market Concepts (BMC) certification through Bloomberg to further develop my knowledge of equities, fixed income, currencies, and the global economy.I am particularly interested in corporate finance, valuation, and high-impact financial analysis, and I am actively seeking opportunities to continue developing my skills and gaining exposure within Investment Banking and capital markets.
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