Dew Jenevib Costa
TX
Summary
Dynamic financial professional with a proven track record, excelling in financial analysis and sales technique development. Adept at educating clients on banking products and enhancing customer relationships, driving significant sales growth while maintaining accuracy in cash handling and credit assessments. Fluent in English, with strong troubleshooting skills.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Retail Banker
Woodforest National Bank
Biloxi, Mississippi
04.2025 - Current
- Educated customers on banking products, highlighting benefits and features effectively.
- Analyzed financial data from credit reports to determine an applicant's eligibility for loans or mortgages.
- Tracked sales goals set by the branch manager and implemented plans accordingly.
- Managed cash handling procedures, maintaining accuracy in deposits and withdrawals.
Financial Representative
Neo Financial
London, ON
12.2024 - 02.2025
- Explained insurance policy details to customers, including coverage amounts, exclusions, riders.
- Completed sales order tickets and processed client-requested transactions.
- Developed strategies to increase sales of financial products and services.
- Identified and evaluated customer needs for financial products and services.
Assistant Sales Associate Manager
Mastercom-Koodo/Telus & WOW mobile-Rogers/Fido
London, ON
05.2023 - 02.2025
- Developed trusting relationships with customers by making personal connections.
- Managed customer inquiries and provided timely information regarding product offerings.
- Maintained knowledge of current promotions, exchange guidelines, payment policies, and security practices.
- Maintained accurate records of sales activities and customer interactions in CRM system.
- Trained new staff on company policies, procedures, and best practices in sales support.
- Organized files, developed spreadsheets, faxed reports and scanned documents, maintaining front desk and reception area in neat and organized fashion.
Technical Support Representative
Gatestone & Co-Shaw Communication
Brantford, ON
06.2022 - 12.2023
- Reviewed support cases for technical and troubleshooting accuracy and identified needed process improvements.
- Stayed abreast of latest software developments to enhance job knowledge.
- Troubleshot hardware issues and worked with service providers to facilitate repairs for end users.
- Walked customers through common phone hardware and software configurations to maximize service functionality.
Sales Representative
S&P Data Digital-Bell Canada
London, ON
04.2022 - 06.2022
- Contacted new and existing customers to outline benefits of products.
- Developed customized sales techniques to successfully sell and upsell services to new and existing clients.
- Conferred with customers to understand needs, recommend products and solve after-sale issues.
- Stayed up to date on company products and services to support sales objectives.
Customer Service Representative
Bill Gosling Outsourcing-CAA Roadside
London, Ontario
10.2021 - 04.2022
- Identify customer needs or desires to recommend the appropriate service.
- Handle customer complaints by providing solutions.
- Answered inbound calls per day and directed them to individuals or departments.
- Educated customers on special pricing opportunities and company offerings.
- Assisted customers in making payments on accounts and setting up payment plans.
- Reviewed customer account information to determine current issues and potential solutions.
Cashier
Real Canadian Superstore
London, ON
04.2020 - 05.2021
- Greeting customers professionally and politely
- Process all purchases by scanning the items and taking final payment
- To check identification for age-restricted products
- Operated cash register, collected payments and provided accurate change.
Education
Advanced Diploma - Business Accounting
Fanshawe College
London, ON01.2021
A Level & O Level - Science
British Council
Bangladesh12.2017
Skills
- Excel
- Troubleshooting network issues
- Call center operations
- Credit card payment processing
- Fluent English
- Territory sales
- Accounting
- Taxes
- Financial analysis
- Sales technique development
- Financial reporting
Certification
- Smart Serve - 2020
- Food Handling-2021
Additional Information
- Worked for London Food Bank.(2020)
- Volunteer Assisted in organizing guests and give them direction for Pope Francis (2017)
REFERENCES
- TANYA PUGLIESE-903-806-4662, BRANCH MANAGER,DIBERVILLE
- CANDY RILEY-901-265-1833,BRANCH MANAGER,BILOXI
- ERICA WACHLIN-228-341-7026,SENIOR BANKER
Timeline
Retail Banker
Woodforest National Bank
04.2025 - Current
Financial Representative
Neo Financial
12.2024 - 02.2025
Assistant Sales Associate Manager
Mastercom-Koodo/Telus & WOW mobile-Rogers/Fido
05.2023 - 02.2025
Technical Support Representative
Gatestone & Co-Shaw Communication
06.2022 - 12.2023
Sales Representative
S&P Data Digital-Bell Canada
04.2022 - 06.2022
Customer Service Representative
Bill Gosling Outsourcing-CAA Roadside
10.2021 - 04.2022
Cashier
Real Canadian Superstore
04.2020 - 05.2021
Advanced Diploma - Business Accounting
Fanshawe College
A Level & O Level - Science
British Council