Financial sales representative
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Detail-oriented, solution-driven, recent Business graduate with professional competence in Microsoft and Google suite and a strong history of demonstrating business development and customer service experience. Strong interpersonal and communication skills with ability to learn and work in a fast paced environment and accomplish tasks in cost-effective and time-efficient fashion. Demonstrated history in database management and inventory control; looking to grow in business, accounting, financial, and banking industry
Financial Sales Representative June, 2023- Present President Choice Financial, New Market
● Deliver exceptional service and experience to our retail store customers across the network of PC Financial pavilions located in Loblaw retail banners
● Approach customers confidently and enthusiastically to promote and sell a variety of products and services (PC Optimum, PC Financial Mastercard, PC Money account, PC Optimum Insiders)
● Build relationships with customers and offer them need-based financial products including opening accounts
● Perform KYC to prevent anti-money laundering and comply with the President’s Choice Services Inc., Corporate Privacy Policy.
● Educate and help customers resolve issues while empowering them to use the online self serve options.
● Complete and submit the required credit documentation for customers applying for the
President’s Choice Financial Mastercard.
● Escalate suspicious credit applications to the Operations Team for intervention when applicable.
October, 2022- February, 2023
Financial Debt Recovery, Richmond Hill
● Operating in an outbound contact environment making a minimum 200 calls a day
● Prepare statements on delinquent accounts and prepare irreconcilable accounts for collector action Assist in completion, submission and reviewing loan applications for clients: reviewing credit history, loan eligibility, debt load and mortgage refinancing opportunities
● Promote credit and loan products to the clients
● Assess and determine the eligibility of client's debt to service ratio on initial interview with the client and documentation provided
● Interview clients to ensure loan approval by the lenders
● Complete financial capacity assessment to determine clients' repayment plan eligibility
● Evaluate clients' financial status
September, 2021- September, 2022 Canadian Tire, Toronto
● Providing excellent customer service and ensures an ongoing commitment to the needs of the customers and their vehicle.
● Responding to and handling customer inquiries, requests and concerns in a timely manner, over the phone and in-person.
● Dealing with challenging situations in a professional manner and escalating the same to the manager, if necessary.
● Keeping up-to-date on in-store promotions, in-store deals, auto center specials and product locations.
● Sourcing and ordering automotive parts for customers though authorized suppliers. ● Following established procedures regarding the ordering and sale of parts to customers and the Service Department.
● Processing returns, warranties and castings as required.
● Stocking shelves and merchandise display areas using modules and planogram as guidelines.
● Maintaining inventory accuracy and identifying/reporting low stock levels.
● Operating computer and RF gun, and entering all relevant coding in Canadian Tire systems.
● Keeping up to date on in store promotions and product locations.
● Maintaining product merchandise and projects as assigned.
International business management- logistics system St. clair college
