Anthea Cofreros
Toronto,ON
Summary
Results-oriented consultant with a dynamic approach and extensive experience in managing relationships, operational processes, and project management within the private wealth sector. Demonstrated success in developing and implementing highly effective operational processes. Eager to leverage expertise in HR consulting and operational management to contribute to the Associate Project Manager, Team Operations role at BMO Commercial Bank.
Overview
2025
2025
years of professional experience
2
2
years of post-secondary education
Work History
Human Resources Consultant
BMO Wealth & Asset Management
7 2021 - Current
- Partnered with multiple teams to provide operational guidance and project support, ensuring alignment with organizational goals.
- Partnered with leaders on HR and business functions using consultative approach to proactively identify and address issues and concerns.
- Led small complexity projects, implementing best practices and ensuring successful outcomes through effective change management.
Private Banking Officer
BMO Private Wealth
05.2019 - 07.2021
- Built and maintained strong relationships with clients, ensuring a personalized experience and enhancing client satisfaction. Leading to a 10% increase in client retention rates.
- Identified customers with additional profit potential and designed action plans to expand relationships.
Personal Banking Associate
Bank of Montreal
07.2017 - 04.2019
- Exceeded monthly sales target by 20% and increased branch revenue by collaborating with branch partners.
- Successfully created and managed community events and promotions to enhance BMO's visibility and customer engagement.
Customer Service Representative
Bank of Montreal
07.2015 - 07.2017
- Consistently met or exceeded sales targets by 15% annually through strategic client engagement and relationship management.
- Represented bank at community events to establish strong ties and promote business
Restaurant Manager
Westin Harbour Castle
09.2014 - 06.2015
- Oversaw recruitment and onboarding of staff, ensuring compliance with company standards and enhancing team culture.
- Cultivated strong relationships with guests and vendors, which increased customer loyalty and satisfaction.
Restaurant Manager
Moxie's Classic Grill
01.2011 - 09.2014
- Managed client relationships, ensuring effective communication and understanding of needs, which improved overall client satisfaction scores by 15%.
- Managed operational processes, including scheduling, training, and performance evaluations, to optimize team effectiveness.
Education
Bachelor of Commerce - Business Entrepreneurship
Ted Rogers, Ryerson University
Toronto, Ontario 09.2015 - 04.2017
Diploma - Human Resources Management
Centennial College
Toronto, Ontario 09.2009 - 2011.06
Skills
Data Analysis & Reporting
Teamwork and Collaboration
Relationship Management
Problem-Solving
Effective Verbal & Written Communication
Proficient in Teams and Workday
Timeline
Private Banking Officer
BMO Private Wealth
05.2019 - 07.2021
Personal Banking Associate
Bank of Montreal
07.2017 - 04.2019
Bachelor of Commerce - Business Entrepreneurship
Ted Rogers, Ryerson University
09.2015 - 04.2017
Customer Service Representative
Bank of Montreal
07.2015 - 07.2017
Restaurant Manager
Westin Harbour Castle
09.2014 - 06.2015
Restaurant Manager
Moxie's Classic Grill
01.2011 - 09.2014
Diploma - Human Resources Management
Centennial College
09.2009 - 2011.06
Human Resources Consultant
BMO Wealth & Asset Management
7 2021 - Current
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