Kushal Sharma
Personal Banking Associate @BMO
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WORK HISTORY
Personal Banking Associate @BMO
London, ON, CA
Delivered needs-based financial advice and exceptional service in a branch- Conducted client conversations to identify everyday banking, credit card, and basic investment needs and generate referral opportunities- Contributed to branch sales targets and customer experience metrics- Promoted digital and self-serve banking channels to improve client convenience and efficiency- Executed daily transactions accurately while supporting branch operations and administrative activities- Followed strict risk, privacy, AML, and regulatory compliance standards to protect customer and bank assets.
EDUCATION
Cape Breton University
Post-Baccalaureate Diploma in Business Management
Sardar Patel University (SPU), Vallabh Vidyanagar
Bachelor of Business Administration (BBA), Tourism and Travel Management
The H.M. Patel English Medium School
Higher Secondary, Commerce
NZIE (New Zealand Institute of Education)
Diploma in Applied Business Level 7, Advanced Management
SKILLS
ABOUT KUSHAL SHARMA
With over 12 years of diverse experience across retail, staffing, cybersecurity, and financial services, with strong expertise in customer relationship management, process improvement, compliance, and consultative advisory.After relocating to Canada in 2022, I supported key programs at NTT Business Process Outsourcing for Samsung’s dealership network and President’s Choice Financial, focusing on client advisory, regulatory compliance, and operational efficiency.I joined BMO in March 2025 and currently serve as a Personal Banking Associate at the Huron and Highbury branch in London. In this role, I help individuals and families with everyday banking, savings, lending, and investment needs by simplifying financial decisions, building long term relationships, and supporting branch growth.Happy to connect with banking professionals, financial advisory leaders, recruiters, prospects, and individuals navigating career transitions. You can reach me at k••••••••@icloud.com
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