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
