Summary
Overview
Work history
Education
Skills
Languages
Certification
References
Timeline
Generic

Alexander Rosales

Laval,CAN

Summary

Results-driven professional with focus on customer relations and problem-solving. Committed to enhancing client satisfaction through strong communication and negotiation skills. Adept at building lasting relationships and delivering tailored solutions.

Overview

10
10
years of professional experience
1
1
year of post-secondary education
1
1
Certification

Work history

Estates Representative

TD Canada Trust
Montreal, QC
08.2023 - Current
  • I would receive Estate files daily and review all documents to ensure we have proper documentation.
  • I would ensure to follow deceased customer's instructions as per their Will (if customer died with will).
  • I would make initial contact to liquidators/notifiers to confirm details about estate file or would confirm if additional documentation is required.
  • I worked with liquidator to disburse funds from deceased's assets into estate account (whether at our financial institution or another).
  • I would prepare letter of directions with instructions to disburse funds either to estate account or to beneficiary's accounts.
  • I would also receive inbound calls to assist with estate matters. My goal is to ensure files were settled in timely manner.

Small business advisor

TD Canada Trust
Montreal, QC
09.2021 - 08.2023
  • To provide legendary customer experience to our inbound callers by assist with different types of requests.
  • Attain scorecard goals for Advice, Average Handle Time as well as Legendary Experience Index (LEI).
  • Offer new products or options that may help customers with future needs, such as new credit cards, plan upgrades or digital options In 2022, was hired in first ever Montreal Outbound Team for Small Business customers
  • Place outbound calls daily to suggest options for plan upgrades, new products and also assisted in collection calls
  • Attain scorecard goals for advice as it was main metric
  • Assisted our Inbound team with overflow calls on certain days of month
  • Prepared documents to be signed electronically (VIA E-sign) and shared signed documents to shared drive

Business account manager

Rogers Communications
Montreal, QC
05.2015 - 09.2021
  • Provided excellent customer experience as well as attained monthly scorecards with different goals such as sales, average handle time and customer satisfaction
  • Promoted to Small Business Account Specialist and had similar task with higher goals, given was handling Small Business account.
  • Offered new upgrades and new products such as phones, tablets and access to Microsoft 365, as well as offered and promoted new products
  • Took part of different projects, such as providing training for new products such as Rogers Unison and Dual SIM/E-SIM

Education

Certificate of Equivalence of Fifth-year Secondary School Level - High School

John F Kennedy Adult Education Centre
Montreal

Certificate of Higher Education - Electricity

Pearson Electrotechnology Centre
Lachine, Quebec
04.2024 -

High School

Lauren Hill Academy
Saint-Laurent, Quebec
08.2004 - 08.2006

High School

Rosemount High School
Montreal, Quebec
08.2006 - 08.2008

Skills

  • Music production on FL Studio
  • Microsoft Word
  • Microsoft Excel
  • Microsoft PowerPoint
  • Citrix
  • Workspace
  • V21
  • S3
  • Baycom
  • Kyndryl
  • Host
  • Responsible
  • Sociable
  • Punctual
  • Respectful
  • Quick learner

Languages

English
French
Greek

Certification

ASP certified, Registered with CCQ

References

References available upon request.

Timeline

Certificate of Higher Education - Electricity

Pearson Electrotechnology Centre
04.2024 -

Estates Representative

TD Canada Trust
08.2023 - Current

Small business advisor

TD Canada Trust
09.2021 - 08.2023

Business account manager

Rogers Communications
05.2015 - 09.2021

High School

Rosemount High School
08.2006 - 08.2008

High School

Lauren Hill Academy
08.2004 - 08.2006

Certificate of Equivalence of Fifth-year Secondary School Level - High School

John F Kennedy Adult Education Centre

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Alexander Rosales