Experienced with financial advising, customer service, and sales. Utilizes expertise in banking products to identify and address client needs. Track record of building strong client relationships and ensuring client satisfaction through effective communication and problem-solving.
Overview
14
14
years of professional experience
Work History
Personal Banker
BMO Bank
08.2022 - Current
Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
Assists and works hand in hand with Banking Partners
Can resolve tasks and issues within a timely manner
Handles customer issues or confrontations professionally
Wire transfers, foreign currency, fraud disputes
Detail oriented and maintains a steadfast focus on the tasks at hand
Communication via phone, email and in person
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Digital knowledge both through online and mobile
Three years on the Customer Experience Council
Currently on the Bank at Work Council
Can handle high stress situations
Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
Promoted financial products by maintaining excellent service offering knowledge.
Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
Cross-sold bank products and services to meet customer needs and provide options.
Enhanced client retention with proactive follow-ups and timely resolution of account issues.
Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
Teller
BMO Bank
10.2019 - 08.2022
Contributed to a positive work environment by demonstrating professionalism, courteousness, and a strong work ethic.
Customer service oriented
Organized and manages my time properly
Educated customers on use of banking website and mobile apps.
Works well with coworkers in branch and at other branches
Demonstrated adaptability during peak business hours by multitasking and prioritizing tasks to maintain efficiency and quality of service.
Can resolve tasks and issues within a timely manner
Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
Handles customer issues or confrontations professionally
Wire transfers, foreign currency, check image research
Cash Shipments in and out
Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
Disbursed cash and checks accurately while maintaining security of cash drawers.
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