Brooke Caldwell

• Assisted clients with account inquiries and financial product information.
• Recommending improvements to work practices and branch operations, and ensuring accurate completion of business practices
• Providing excellent customer service, resolving issues and ensuring client satisfaction
• Guiding customers on banking solutions and helping them achieve their financial goals
• Collaborated with team members to enhance customer service experience.
• Supported clients in the estate process as well as power of attorney
• Senior Supervisor - open and closing procedures
• Supported the front line with customer interactions
• Adapted quickly to new banking software and tools for efficient operations.
• Participated in training sessions to improve product knowledge and customer engagement skills.
• Handled sensitive customer inquiries with discretion and professionalism, maintaining strict adherence to privacy regulations.

Looked after 3 properties in Welland, Port Colborne and St Catharines

• Coordinated tenant communications and resolved inquiries to enhance satisfaction.
• Implemented efficient office procedures that streamlined administrative tasks and improved workflow.
• Oversaw maintenance requests, prioritizing urgent issues to maintain property standards.
• Conducted regular property inspections to identify areas for improvement and uphold quality standards.
• Enhanced tenant satisfaction by addressing maintenance and repair requests promptly and efficiently.
• Managed multiple simultaneous projects such as renovations or capital improvements to enhance property value while minimizing disruptions to tenants.