Investment Services Representative - TD Canada Trust - Montréal, QC
(2026-03)
- Advise clients on savings and investment products, including mutual funds.
- Analyze clients' financial needs and goals in order to propose tailored solutions.
- Process transactions related to investment accounts and follow up on client files.
- Explain the features, risks, and benefits of various financial products.
- Adhere to the bank's compliance procedures and regulatory requirements.
- Develop and maintain strong client relationships.
- Meet sales and customer satisfaction targets.
Call Center Agent - Agence de services telebancaires Banque Laurentienne
(2024-12 - 2025-03)
- Handle inbound and outbound client calls, providing accurate information and responding to inquiries regarding banking products and services.
- Deliver high-quality customer service by actively listening to client concerns and offering appropriate solutions.
- Process banking transactions such as transfers, payments, and balance inquiries with accuracy and efficiency.
- Keep client records up to date and document interactions in the CRM system.
- Collaborate with other departments to resolve issues and improve the client experience.
Call Center Agent - Loto Quebec
(2024-05 - 2025-01)
- Answer inbound client calls and assist them in resolving their issues in an efficient and courteous manner.
- Record transaction details and update client records.
- Provide accurate and detailed information about lottery products and services offered.
- Handle complaints and resolve client issues promptly and effectively.
