Amanda Stewart
Paris
Summary
Driven and detail-oriented personal banker with a solid background in advising clients on investment strategies. Currently positioned at a reputable bank, I proficiently utilize my mutual fund sales license to provide tailored investment solutions that align with clients' financial goals and risk tolerance. With a strong foundation in financial analysis and market trends, I excel in building and maintaining client relationships, ensuring clear communication and trust.
Overview
14
14
years of professional experience
Work History
Personal Banker
BMO Bank Of Montreal
St George
02.2021 - Current
- Networked to increase the client base and encourage existing clients to expand their financial portfolios.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each client's individual needs.
Server
The Keg Steakhouse + Bar
Brantford
03.2019 - 01.2024
- Applied comprehensive knowledge of wine, cider and beer to increase daily beverage sales.
- Shared knowledge of menu items and flavors, enabling customers to make personal decisions based on taste and interest.
- Handled money transactions accurately while following company procedures for handling cash payments.
Server, Bartender, Supervisor
Tortoise Group Inc
Hamilton
01.2016 - 12.2019
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
- Organized bar inventory and storage procedures to keep stock within optimal levels and meet expected customer demands.
Hostess, Server
Cara Operations
Burlington
06.2011 - 06.2016
- Cultivated positive guest relations by managing information and orchestrating speedy seating.
- Arranged and prepared tables for customers to offer memorable experiences to guests, and foster repeat business.
- Maintained knowledge of current menu items, garnishes, ingredients, and preparation methods.
Education
Mutual Fund Sales License
The Investment Funds Institute of Canada
Ontario11-2023
Certificate - Mortgage Agent
Canadian Mortgage Brokers Association
Ontario05-2022
Diploma - Business
Mohawk College of Applied Arts And Technology
Hamilton, ON09.2019
Skills
- Inbound and Outbound Calling
- Portfolio Assessment
- Sales expertise
- Developing Customer Relationships
- Building Customized Solutions
- Sales proficiency
Timeline
Personal Banker
BMO Bank Of Montreal
02.2021 - Current
Server
The Keg Steakhouse + Bar
03.2019 - 01.2024
Server, Bartender, Supervisor
Tortoise Group Inc
01.2016 - 12.2019
Hostess, Server
Cara Operations
06.2011 - 06.2016
Mutual Fund Sales License
The Investment Funds Institute of Canada
Certificate - Mortgage Agent
Canadian Mortgage Brokers Association
Diploma - Business
Mohawk College of Applied Arts And Technology