Anu Disanayaka

Experience

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  HSBC Retail Banking and Wealth Management

  Feb 2000 - Mar 2004

  Premier Relationship Banker

  Managed high-net worth customer portfolios. Delivered strong results in mortgage and home lending products. Demonstrated exemplary interpersonal skills and provided outstanding service throughout the sales process. Solicited the sale of credit cards and revolving credit options. Served as the client’s chief point of contact throughout the life of the home mortgage loan. Updated clients on the various stages of the loan process. Collaborated with legal and credit departments to verify credit worthiness. Show less

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  Market Research.com

  May 2007 - Jan 2008

  Customer Service Specialist

  Proactively sold research reports pertaining to industries in consumer goods, healthcare, financial, construction and more. Effectively persuaded clients to purchase detailed reports on demographics, competitive pricing, target clients and potential Return on Investment by location. Clarified client needs via publisher relations representatives to determine appropriate market research reports.

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  EventTracker

  Jul 2009 - Aug 2014

  Customer Relations Manager cum Account Manager

  Expertly develop and implement procedures and processes to generate the software renewal business. Consistently communicate with internal teams, technical support, product development and management to resolve licensing matters, statement of work, schedule upgrades, license key generation, organize training and deliver professional services. Verify the validity of software maintenance contracts prior to execution of support functions by the technical team. Research existing customers and products in support of the sales team. Interact with re sellers to secure new sales opportunities and software maintenance renewals. Successfully promote and manage training and customer service initiatives. Coordinate with the accounting team to ensure the increased rate of payment of renewals, up sales and new sales. Show less

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  SunTrust

  Aug 2014 - Feb 2017

  Personal Banker

  Assist clients to explore engage and analyze financial needs and provide suitable solutions to address these specific needs. Work closely with business partners such as Business Bankers, Premier Bankers, Financial Advisers and Mortgage Consultants to cater to a variety of financial needs of a diversified client base to generate revenue.

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  Edward Jones

  Feb 2017 - Dec 2017

  Financial Advisor

  Resourceful and dedicated Financial Advisor utilizing consultative sales approach to assist clients achieve a variety of financial goals from planning for a comfortable retirement, saving for a child’s college education, planning for expected and unexpected events. Provide financial solutions that are client centric that aligns with individual risk tolerance and investment time horizon. Ongoing rapport building to increase revenue and business development strategies.

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  SECU Credit Union

  Dec 2017 - now

  Provide financial solutions for a varied client base from deposit accounts, to retirement planning and lending solutions. Member advocate to stregthen the financial standing of an existing client base. Ongoing rapport building with the community. Relationships generate outcomes.

  • Sales Assistant SECU Financial Partners

    Sept 2019 - now

  • Member Advisor

    Dec 2017 - Sept 2019
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  SECU Financial Partners

  Jan 2024 - now

  Operations Manager SECU Financial Partners

  With over 12 years of experience in the Financial Services industry, I am responsible for planning and directing the day-to-day operations of the Financial Advisors business within the Investment division. I partner with the Marketing department to execute a comprehensive strategy to promote the line of business and each advisor in order to create a profitable and meaningful client experience. I am responsible for compliance with the Broker -Dealer and SECU Financial Partners to ensure that all members of the team are in compliance with the regulatory rules and regulations. Show less