TY ELUSAKIN
Toronto,ON
Summary
Accomplished Individual with five years of experience interacting with customers to increase sales and offer services. Seasoned expert at promoting products and offerings, creating new accounts and assisting customers with various requests. Motivated and results-oriented with background increasing new customer accounts and maximizing services among existing customers.
Overview
7
7
years of professional experience
Work History
CANNABIS BANKING SPECIALIST
ALTERNA SAVINGS
TORONTO , ON
2021.01 - Current
- Met with customers to assess needs and propose customized solutions
- Developed and implemented marketing and business plans
- Cross-sold wide range of services and products to increase new business and expand existing customer relationships
- Onboarded over 60 accounts in the last 6 months
- Monitored metrics and developed actionable insights to improve efficiency and performance
- Led process improvement and problem-solving efforts to create standard procedures and escalation policies for customer support team
- Created customer support strategy to increase customer retention by 12%
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions
- Provided customer and market feedback to the product team to help build features and solutions.
FINANCIAL ADVISOR
SCOTIABANK, WINNIPEG
, MB
2019.01 - 2021.01
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives
- Boosted sales by 123% and exceeded sales targets by employing consultative sales tactics and superior customer care
- Worked with clients to support understanding of rationale and details of financial strategies
- Capitalized on gaps in the market and reached out personally to onboard new clients, process transfer paperwork and set up new accounts
- Partnered with local organizations to provide specialized financial planning support to diverse populations with unique needs
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans
- Highlighted values and educated clients on Credit and Investment products offered at
FINANCIAL CUSTOMER SERVICES REPRESENTATIVE
Scotiabank
, MB
2016.04 - 2020.01
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth
- Accepted and processed account payments
- Gathered customer information and maintained it in the CRM database
- Maintained regular contact with clients to inform them about transactions and performance
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance
- Boosted financial service sales by using cross-selling techniques
- Answered inquiries, provided sales representatives with information, distributed appropriate paperwork and fulfilled quote requests to deliver excellent customer support.
Education
Bachelor of Arts - Economics
University of Manitoba
Winnipeg, MB10.2015
Skills
- Client service optimization
- Business Development
- Pipeline development
- Financial Management
- Strategic communications
- Background in Financial Services and Financial Markets
Timeline
CANNABIS BANKING SPECIALIST
ALTERNA SAVINGS
2021.01 - Current
FINANCIAL ADVISOR
SCOTIABANK, WINNIPEG
2019.01 - 2021.01
FINANCIAL CUSTOMER SERVICES REPRESENTATIVE
Scotiabank
2016.04 - 2020.01
Bachelor of Arts - Economics
University of Manitoba
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