Experience in Sales and Finance related services.
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Eager to join a driven team that believes and results and career growth. I have grown my work experience from telecommunications, cold calls to B2B, and sales, to banking and business services that values customer relationships and customer satisfaction. I am looking to utilized the skills I have learned so far to challenge myself and learn more in the business and commercial related field.
[Jan 2019] – [Current]
[Personal Banking Associate] • [Scarborough] • [TD Canada Trust]
Skilled in providing diverse daily customer service and improve customer relationships in the finance related field – generating “Quality High” performance and legendary customer satisfaction for Year 2022.
Experienced at working in high volume contact center and fast paced sales office environment while maintaining confidential matters.
Recommended guidance with appropriate solution that met their needs and referred to Investment, Lending and Small Business Specialists.
Supported frontline staff with various issues, conflicts, and reported on non-standard matters to management.
Experienced on processing account openings for sole proprietor and incorporated business owners with knowledge on SBB products.
Processed data, documents, applications, payments, and invoices accurately while consistently following the relevant regulations, and TD’s Code of Conduct and Ethics
[Sep 2016] – [Dec 2018]
[Customer Experience Associate] • [Scarborough] • [TD Canada Trust]
Provided advice that met clients' needs and benefits through digital and banking solutions, while resolving conflicts and identifying referrals.
Assisted with effective and can-do attitude while handling several tasks
Experienced in handling high priorities, while building client relations.
[May 2015] – [Dec 2015]
[Support Assistant] • [ Scarborough] • [KALTT Solutions Inc.]
Strong administrative skills with clerical experience, data entry, large multi-screen database/ information, and conducting research from various databases and resources.
Provided customer service to a variety of clients via in person, telephone and through emails, including follow-up meetings.
Traveled off-site locations for distributing company or community-issued notices, along with meeting clients to discuss suitable products and services that met their requirements and goals.
[May 2014] – [Feb 2015]
[Sales Consultant] • [ Scarborough] • [Integrity Telecoms Solutions (Bell Certified Partner)]
Canvassed and approached potential clients and assessed the client’s business requirements and values, including experience in cold calls.
Promoted and sold business-to-business (B2B) phone services to commercial clients and handled follow-up inquiries.
Followed up with customers to maintain business relationships, while providing solution-oriented advice to deal with conflicts.
Ontario Tech University, Oshawa, ON
[Finance focused – Researched financial data and conducted industry analysis through SWOT, PEST, 4 P’s, Porter’s 5 Forces, etc. to support management decision making.]
