Ada Appaswamy
Calgary,AB
Summary
Proven Senior Banker at BMO Bank of Montreal, adept in customer relationship management, operational efficiency and cash handling. Skilled at helping customers and businesses meet financial needs by developing customized product and service solutions. Well-versed in solving routine and complex financial problems. Excellent communication, multitasking and conflict resolution skills.
Overview
11
11
years of professional experience
Work History
Senior Banker
BMO Bank Of Montreal
06.2018 - Current
- Developed long-lasting relationships with clients, resulting in an expanded customer base and increased referrals.
- Organized regular training sessions for team members, promoting continuous learning and skill development within the group.
- Played an active role in driving sales targets by proactively pitching new products/services to both existing and prospective clients.
- Provided exceptional customer service, resolving complex issues promptly to maintain client trust and loyalty.
- Worked closely with compliance officers to ensure adherence to regulatory requirements, minimizing the risk of fines and penalties due to noncompliance.
- Balanced teller drawers and ATM cash.
Customer Service Representative
Chapters
09.2013 - 05.2018
- Handled customer inquiries and suggestions courteously and professionally.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Education
Certification To Teach English As Second Language
The TEFL Academy
Red Deer09.2019
Bachelor of Arts - Double Major in Sociology & Political Science
University of British Columbia
Kelowna04.2018
Skills
- Cash Handling
- Operational Efficiency
- Customer Relationship Management
- Customer Service
- Critical Thinking
- Problem-solving abilities
- Conflict Resolution
- Complaint Handling
Languages
English
Native or Bilingual
Timeline
Senior Banker
BMO Bank Of Montreal
06.2018 - Current
Customer Service Representative
Chapters
09.2013 - 05.2018
Certification To Teach English As Second Language
The TEFL Academy
Bachelor of Arts - Double Major in Sociology & Political Science
University of British Columbia
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