Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

ANDREW BRITTON

Guelph,Canada

Summary

Management, Economics and Finance student at the University of Guelph, graduating in April 2025, with a strong foundation in finance and banking. Currently employed as a Customer Service Representative at BMO, providing exceptional client support, transaction processing, and financial product recommendations. Holds the Investment Funds in Canada (IFIC) certification, demonstrating expertise in mutual funds and investment principles. Passionate about building client relationships, delivering financial solutions, and pursuing a career in personal banking or wealth management. Skilled in sales, risk assessment, and financial analysis, with a commitment to exceeding customer expectations and driving business growth.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Customer Service Representative

BMO Bank of Montreal
03.2024 - Current
  • Provided exceptional customer service by assisting clients with banking transactions, account inquiries, and product recommendations.
  • Resolved customer concerns efficiently while maintaining BMO’s commitment to service excellence.
  • Educated clients on financial products, services, and digital banking solutions.
  • Processed transactions accurately, ensuring compliance with banking policies and regulations.
  • Collaborated with team members to achieve sales and customer satisfaction goals.

Starter/Marshall

Saugeen Golf Club
05.2024 - 08.2024
  • Managed tee times and ensured smooth pace of play by coordinating groups and enforcing course policies.
  • Provided golfers with course information, rules, and etiquette guidelines.
  • Monitored the course to assist players, address concerns, and maintain an enjoyable experience.
  • Communicated with the pro shop and maintenance staff to optimize course conditions and operations.
  • Delivered excellent customer service to enhance the overall guest experience.

Associate

Canadian Tire
09.2020 - 09.2021
  • Worked in a team environment to serve customers with any questions or concerns they may have had
  • Dealt with inventory and shipments to ensure all shelves were stocked to the best of our capabilities at all times
  • Fast-paced environment with lots of problem solving and quick thinking, to create the best experience possible for our customers
  • Lots of different responsibilities such as customer service, stocking shelves, sharpening hockey skates, warranties and bike returns, etc

Sales Associate

Cutco
04.2020 - 06.2020
  • Cold called acquaintances and their referrals to call attempting to sell them different products from Cutco
  • Boosted my sales and communication skills by practicing in team meetings and during the sales calls
  • Competed with my team for highest sales that week or month, showing us how to build off each other while working together
  • When a sale was made I went through the entire sale process and put in the order for the client

Education

Bachelor of Commerce - Management Economics and Finance

UNIVERSITY OF GUELPH
Guelph, ON
04-2025

Skills

  • Customer service
  • Relationship building
  • Sales and cross-selling
  • Banking product knowledge
  • Financial regulations and compliance
  • Verbal and written communication
  • Banking software and CRM proficiency
  • Cash handling and transaction processing
  • Financial analysis
  • Organizational skills
  • Multitasking and time management
  • Attention to detail

Certification

  • Investment Funds in Canada (IFC)

Timeline

Starter/Marshall

Saugeen Golf Club
05.2024 - 08.2024

Customer Service Representative

BMO Bank of Montreal
03.2024 - Current

Associate

Canadian Tire
09.2020 - 09.2021

Sales Associate

Cutco
04.2020 - 06.2020

Bachelor of Commerce - Management Economics and Finance

UNIVERSITY OF GUELPH

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