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Basel Salah, Financial Services Associate

Basel Salah

Financial Services Associate·Meridian Credit Union

Canada

Diploma, Banking And Finance

Work experience

Total years of experience: 6 years, 6 months

Financial Services Associate

January 2023 - Present

Meridian Credit Union

Toronto, Canada Hybrid

January 2023 - Present

• Exceeded annual product upsell targets YTD and secured 80% of high value lending targets
through consultative sales, active lead discovery, and proactive pipeline management.
• Cultivate and manage a high value portfolio of 1, 200+ accounts, executing deep discovery
analysis to maximize client retention, satisfaction, and account lifetime value.
• Acted as a primary technical account success specialist, onboarding clients onto cloud
platforms and troubleshooting digital systems to minimize platform churn.
• Managed high volume digital financial data inputs daily, prioritizing information security,
compliance audits and data fraud mitigation protocols.
• Resolve Member concerns and complex service issues promptly and professionally,
strengthening Member satisfaction and loyalty.
• Proactively follow up with Members to strengthen relationships, improve product utilization,
and support retention.
• Executed targeted outbound engagement campaigns, identifying expansion opportunities
and managing warm handoffs of high-priority corporate leads to senior executives

Company industry:
Banking

Assistant Front Store Manager

January 2020 - January 2023

Shoppers Drug Mart

Toronto, Canada

January 2020 - January 2023

• Spearheaded the onboarding, training and continuous performance management of 15+
personnel, developing standardized workflows to increase team operational output.
• Directed daily business operations including agile resource scheduling, cross departmental
alignment, and automated payroll administration.
• Optimize inventory data tracking and logistics, accurately predicting resource demand to
eliminate supply shortages and maintain continuous operational readiness.
• Maintained open and transparent communication across departments, proactively
addressing employee concerns and supporting team alignment.
• Ensured compliance with health and safety regulations, promoting a clean, safe
environment and training staff on risk prevention protocols.
• Responded quickly to urgent operational issues, minimizing service disruptions and
maintaining continuity.

Company industry:
Pharmaceutical Manufacturing

Education

George Brown College

March 2020

March 2020

Diploma, Banking And Finance

Canada

Skills

ACCOUNT MANAGEMENT

Intermediate

ADAPTABILITY

Intermediate

ASYNCHRONOUS JAVASCRIPT AND XML AJAX

Intermediate

COMMUNICATIONS

Intermediate

DESIGN PORTFOLIO

Intermediate

HOSPITALITY

Intermediate

OPERATIONS

Intermediate

PROBLEM SOLVING

Intermediate

RESULTS FOCUSED

Intermediate

REVENUE ANALYSIS

Intermediate

Languages

Arabic

Native Speaker

English

Native Speaker