Pickering, Ontario, Canada
Background in regulated financial services with a focus on client trust, clarity, and results. Passionate about modern finance, technology, and building long-term relationships.
• Addressed client inquiries, resolved issues promptly, and executed transactions with efficiency and accuracy. • Facilitated the completion of complex documentation by effectively communicating with clients to secure the required signatures. • Fostered strong cross-departmental relationships to promote collaboration and streamline knowledge sharing. • Proficient in utilizing Salesforce, Excel, and various financial software tools to enhance workflow efficiency and data management.
• Assist customers with banking needs ranging from fraud claims, transferring funds, and any personal banking needs. • Effectively navigate through many financial and non-financial software including Citrix receiver, gateway, and host screens. • Communicate with other departments to obtain information to problem-solve complex situations. • Maintain a high level of performance on handling time, surveys, and critical statistics for performance while staying compliant with company procedures.
• Creation of client lists, contacting potential and current clients for inquiries or services. • Creation of graphics and videos through Adobe After Effects and Photoshop. • Customer relation management, contacting & managing relation with customers. • Analysis of data and analytics of company price margins respective to the market. • Attend events translating event activities into tangible products for clients.