Anassa Morris
Brampton,Ontario
Summary
Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated to leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.
Overview
4
4
years of professional experience
Work History
Financial Services Representative
Meridian Credit Union
06.2022 - Current
- Increased client satisfaction by providing tailored financial advice and investment recommendations.
- Streamlined financial processes for improved efficiency and reduced errors in transactions.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Collaborated with team members to achieve above sales targets by 140% and improve overall branch performance.
- Managed portfolios of high net-worth clients, ensuring their financial goals were achieved through strategic planning.
- Assessed credit applications accurately by analyzing applicants'' financial history, income stability, and repayment capability.
Customer Service Representative
LCBO
09.2020 - 06.2022
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Assisted customers in navigating company website and placing online orders, improving overall user experience.
- Provided coaching and mentoring to 10 new hires, contributing to their successful integration into the team.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Contributed to sales growth by 25% up selling products and services based on individual customer requirements.
Jeweler
Winners & HomeSense
06.2020 - 08.2021
- Enhanced customer satisfaction by designing and crafting unique, high-quality jewelry pieces.
- Increased sales revenue by providing personalized consultations and recommending suitable products.
- Managed inventory effectively, maintaining an organized and appealing display of jewelry items.
- Developed strong relationships with suppliers, ensuring timely delivery of materials and competitive pricing.
- Resolved customer complaints promptly and professionally, preserving brand reputation and fostering loyalty among clients.
Education
Diploma - Business Administration
George Brown College
Toronto, ON05.2023
High School Diploma -
Mayfield Secondary School
Caledon, Ontario06.2020
Skills
- Solution-Oriented
- Efficient Worker
- Positive Attitude
- Empathetic
- Financial Product Sales
- Investment Strategies
- Sales Goals
- Excellent Customer Service
Timeline
Financial Services Representative
Meridian Credit Union
06.2022 - Current
Customer Service Representative
LCBO
09.2020 - 06.2022
Jeweler
Winners & HomeSense
06.2020 - 08.2021
Diploma - Business Administration
George Brown College
High School Diploma -
Mayfield Secondary School
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