Overview
Work History
Education
Skills
Generic
Maria Meilak

Maria Meilak

Nadur Gozo

Overview

14
14
years of professional experience
1
1
year of post-secondary education

Work History

Financial Advisor

Bank Of Valletta
01.2021 - Current
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.

Branch Banking Relationship Officer

Bank Of Valletta
12.2013 - 01.2021
  • Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
  • Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
  • Discussed financial options with clients and provided informed suggestions.
  • Compiled and analyzed data to determine approaches to improve sales and performance.
  • Met with members to understand goals and recommend solutions to fit specific needs.
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.

Bank Teller

Bank Of Valletta
11.2009 - 11.2013
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Processed customer transactions promptly, minimizing wait times.
  • Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
  • Provided customer records, account statements and copies of checks.

Accounts Clerk

Clan Services Limited
06.2009 - 09.2009
  • Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
  • Set up and updated Excel spreadsheets to track financial data.
  • Reported financial data and updated financial records in ledgers and journals.
  • Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
  • Investigated daily variances and corrected errors to resolve discrepancies.
  • Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.


Education

Professional Diploma in Digital Marketing -

ICE Malta
Malta
12.2019 - 09.2020

Personal Development Course -

BOV Training Unit
Malta
06.2018

Diploma - LIBF LEVEL 4 Diploma For Financial Advisers

Institute of Financial Services
Malta
03.2018

Maltese Financial Regulation -

Institute of Financial Services
Malta
03.2018

ECDL Core Certification -

CSM - Computer Society of Malta
Malta
09.2011

No Degree - Sage Line 50-Level 1

TCTC Malta - Gozo Centre
Victoria Gozo Malta
06.2009

Bachelor of Commerce - Economics

University of Malta
Malta
06.2008

Advanced Level -

Edexcel International
London UK
06.2004

Advanced Level -

Sir M.A Refalo
Victoria Gozo Malta
05.2004

Intermediate Level -

Sir M.A Refalo
Victoria Gozo Malta
05.2004

O'level -

Private Lessons
Nadur Gozo Malta
2003

O'Levels -

Edexcel International
London UK
06.2002

O'Level -

Agius De Soldanis - Girls Secondary School
Victoria Gozo Malta
2002

Skills

  • Strong teamwork skills acquired during my work experience at BOV, during the course of which we effectively worked as a single unit towards a common goal I am able to develop these skills further through good collaboration with my other colleagues so as to continually drive company profitability and customer satisfaction
  • Strong leadership skills by encouraging the team to implement goals in line with the bank objectives by establishing clear directions
  • Strong time management skills by planning, organize and coordinate assignments within the team to achieve Unit objectives Direct the team operations and maintain control of the processes to attain Unit goals Clearly assigning responsibility for tasks and decisions This requires monitoring of processes, progress, and results with regular interaction with team members for feedback

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Maria Meilak