Motivated Team Leader with 10+ years of progressive experience and a proven track record of exceeding sales goals, developing customer service strategies and creating operational functionality. Talented professional well-versed in sales management and business development.
•Providing financial solutions across every-day banking, investments and lending.
• Engaging customers in complete, needs based conversations in order to simplify their financial dealings, understand their needs, and guide them with the correct solutions.
• Proactively contacting customers in order to provide a holistic financial approach.
•Coaching Customer Service Representatives to look for opportunities and build confidence in our customers.
2022- BMO Canadian Personal & Business Banking Leadership award.
2017: BMO Annual Best of Best Award Recipient
Investment Funds in Canada Course-Canadian Securities Institute (CSI)-2013
Branch Compliance Officer-Canadian Securities Institute (CSI)- 2017