Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Prasadika Arangalla

Frisco

Summary

Results-oriented financial professional with a proven track record in investment, client relationship management, and compliance within the banking and financial services sectors. Adept at managing high-net-worth clients, driving new business, and delivering tailored financial solutions to meet client needs. Known for strategic thinking, exceptional communication skills, and the ability to build and retain strong client relationships.

Overview

22
22
years of professional experience

Work History

Personal Banker

Frost Bank
Prosper
01.2023 - Current
  • Educate and advise customers on financial products, deposits, loans and provide support for any service or account maintenance issues.
  • Develop relationships with clients.
  • Collaborate with business bankers, wealth advisors, and private bankers to provide comprehensive financial solutions tailored to client goals.
  • Analyze customer financial needs to recommend suitable products, resulting in improved service delivery and marked gains in client retention.
  • Manage risk and actively practice loss prevention.
  • Execute daily audits and streamlined branch operations, maintaining compliance and operational efficiency.
  • Maintain a high level of proficiency regarding all banking products.
  • Conduct all transactional services as needed.

Team Leader – New Accounts & Compliance

Global Forex Trading
Ada
02.2005 - 05.2009
  • Managed high-net-worth client relationships, delivering tailored financial strategies that aligned with individual goals and risk profiles.
  • Led a team responsible for reviewing and approving new client accounts, ensuring compliance with regulatory and anti-money laundering standards.
  • Managed relationships with dealers and fund managers to execute trades and resolve trading discrepancies.
  • Worked closely with the compliance and trading teams to audit portfolios and ensure accuracy in client accounts.
  • Delivered exceptional client service by promptly addressing concerns and maintaining high levels of satisfaction.
  • Stayed current on regulatory frameworks and compliance requirements specific to the financial industry, ensuring adherence to all relevant standards.
  • Played a key role in recruitment and training of new team members, fostering a collaborative work environment.
  • Obtained and maintained Series 3 and Series 7 licenses, ensuring compliance with industry regulations, and enhancing ability to provide clients with tailored financial solutions.

Customer Service & Sales Representative - Business Customers

Alltel Communications
Kentwood
05.2003 - 02.2005
  • Skillfully explain and sell products or services to business customers, ensuring that solutions are tailored to meet the specific needs of each organization. This includes understanding complex business requirements and recommending the most effective solutions to help clients achieve their goals.
  • Maintain strong, ongoing relationships with business customers, ensuring that service delivery is consistently aligned with their expectations.
  • Proactively engage with clients to address concerns, offer upgrades, and present new solutions that support their growth.
  • Provide efficient and professional support to business clients, both via phone and in person, handling inquiries, troubleshooting issues, and resolving service disruptions quickly to minimize downtime for clients.
  • Stay informed about the latest products, services, and systems relevant to the business customer base. Use this knowledge to guide business clients in making informed purchasing decisions, offering insights into how products or services can improve their operational efficiency and help achieve their objectives.

Education

Master of Arts - Economics

University of Colombo
COLOMBO, SRI LANKA

Bachelor of Arts - Economics

University of Colombo
Colombo, Sri Lanka

Skills

  • Client relationship management
  • Strategic planning
  • Sales expertise
  • Interpersonal communication
  • Integrity and ethics
  • Attention to detail
  • Self-motivation
  • Regulatory compliance
  • Risk assessment
  • MS Office proficiency
  • Database administration
  • Financial analysis

Accomplishments

  • Frost Circle of Excellence in 2024

Timeline

Personal Banker

Frost Bank
01.2023 - Current

Team Leader – New Accounts & Compliance

Global Forex Trading
02.2005 - 05.2009

Customer Service & Sales Representative - Business Customers

Alltel Communications
05.2003 - 02.2005

Master of Arts - Economics

University of Colombo

Bachelor of Arts - Economics

University of Colombo

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