Philippe Zore

Handle non-conventional financing requests Proactively offer solutions, products, services and advice in the best interest of our entrepreneurs Support members in managing their liquidity and financing their projects

Business Advisor - Caisse populaire Desjardins

(2024-10)

• Handle non-conventional financing requests
• Proactively offer solutions, products, services and advice in the best interest of our entrepreneurs
• Support members in managing their liquidity and financing their projects
• Contribute to the realization of our entrepreneurs' projects
• Make outbound follow-up calls for business relationship management using a call generator

Client Financial Services Agent - Caisse populaire Desjardins

(2024-01 - 2024-10)

• Handle client requests, carry out the necessary steps and research, and propose appropriate solutions.
• Support agenda and email management.
• Listen to the needs of members and clients and propose solutions that meet their needs and expectations.
• Guide members and clients in choosing and making optimal use of various tools and alternative channels to promote their autonomy and automation.
• Identify business opportunities and participate in sales development through various initiatives.

Operations Service Agent - Caisse populaire Desjardins

(2023-01 - 2024-01)

• Process and balance various reports and requests for all sectors of the Caisse
• Carry out liaison activities with relevant components of the Mouvement
• Handle research requests, structure and produce the requested information in accordance with established procedures.
• Carry out filing and document management activities including purging and retention, in accordance with current practices and rules.
• Ensure the security of transactions and operations by complying with current policies, practices and standards

Customer Advisor - Loyalty and Retention - Bell Canada

(2021-01 - 2023-12)

• Make outbound calls and respond to customer requests related to various mobility products and services
• Handle client requests, carry out the necessary steps and research, and propose appropriate solutions.

Pricing Analyst - SFEL Assurance collectives

(2022-01 - 2022-12)

• Generate and send experience reports to insurers.
• Perform various administrative tasks related to data entry, extraction, processing and compilation with respect to renewals and submissions.
• Carry out the follow-ups and filing necessary for the management of contracts, brochures and endorsements.
• Update and enter data into database systems, dashboards and activity reports.

Customer Service Advisor - Concentrix Canada

(2021-01 - 2021-12)

• Analyze revenue loss risks using various tools and work methods
• Recover outstanding balances through information, negotiation and evaluation of payment options while respecting company procedures and policies

College Diploma (DEC) - Business Administration - Collège communautaire du Nouveau-Brunswick (2021-01)