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Aliona Pascari

Aliona Pascari

BILINGUAL FINANCIAL SERVICES REPRESENTATIVE

Talent
Pointe-ClaireMember since July 4, 2026
Service à la clientèleCommunicationMicrosoft Office SoftwareExcelAccounting AssistantCustomer ServiceCPR
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Service à la clientèleCommunicationMicrosoft Office SoftwareExcelAccounting Assistant

About

Dedicated financial services professional with 10+ years of customer-facing experience in banking and financial operations. Proven expertise in client relationship management, financial transactions, and operational accuracy. Strong organizational and multitasking abilities in fast-paced environments. Detail-oriented, reliable, and committed to continuous improvement with a track record of managing complex client portfolios and administrative responsibilities.

Experience

BILINGUAL FINANCIAL SERVICES REPRESENTATIVE - CIBC - Montreal

(2021-09 - 2022-10)

  • Customer service agent, drafted requests to the appropriate stakeholders.
  • Assist clients with their everyday banking operations.
  • Follow up with clients in the portfolio.
  • Identify each client's needs, respond to their requests, and provide solutions to their problems.
  • Recommend banking products to clients based on their unique needs in order to help them achieve their financial goals.

ASSOCIATE - EXPERIOR FINANCIAL GROUP INC. - Montreal

(2019-01 - 2025-09)

  • Customer service agent, drafted requests to the appropriate stakeholders.
  • Respond to client needs by providing the requested information.
  • Follow up with clients in the portfolio.
  • Contribute to the development and improvement of work methods and procedures.
  • Manage the job autonomously.

Educator - Centre Éducatif - Montreal

(2012-03 - 2021-09)

  • Welcome children and meet with parents as needed.
  • Plan educational activities and outings.
  • Intervene with children in crisis and find ways to calm them.
  • Ensure children's safety at all times and provide hygiene care.
  • Write daily reports and keep work areas clean.

Cashier - EUROCREDIT BANK - Chisinau, Moldavie

(2006-01 - 2008-12)

  • Receive clients and process their requests: bill payments, account deposits.
  • Perform fund transfers and international currency transfers.
  • Issue traveller's cheques and exchange currencies in accordance with the daily exchange rate.
  • Write daily reports.

Customer Service - LÉOGRAND CENTRE DE CONVENTION

(2002-07 - 2005-07)

  • Participate in meetings with management to discuss ways to improve the quality of service offered.
  • Maintain a relationship with each client and respond to their needs.
  • Prepare invoices and reports at the end of each shift.

Education

Life Insurance Qualification Program - Insurance - IFSE (2022-01 - 2022-12)

Certificate in Education - Education - UNIVERSITÉ DU QUÉBEC À MONTRÉAL (2016-01 - 2016-12)

Bachelor's Degree in Music - Music and Pedagogy - UNIVERSITÉ DES ARTS ET THÉÂTRE (2006-01 - 2006-12)

College Diploma in Music - Music - COLLÈGE RÉPUBLICAIN DE MUSIC STEFAN NEAGA (2006-01 - 2006-12)

DEP - Accounting - WICC (2025-09)

Skills

BILINGUAL FINANCIAL SERVICES REPRESENTATIVE

Reviews

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