Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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Camila Santanilla Arango

St. Catharines,Ontario

Summary

Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills in Spanish as well as English. .

Overview

7
7
years of professional experience
1
1
Certification

Work History

Banking Advisor

Scotiabank
St. Catharines, ON
01.2022 - Current
  • Conduct thorough financial assessments for clients, assessing their financial needs, goals, risk tolerance, and investment preferences
  • Based on these evaluations, develop and propose tailored financial strategies to achieve their objectives
  • Combine banking and investment insights to assist clients in selecting the most appropriate banking and mutual fund solutions to meet their financial goals
  • Advise on savings accounts, credit options, and other banking products
  • Offer specialized guidance on mutual funds, including various types (equity, fixed-income, hybrid) and their benefits in diversifying investment portfolios
  • Assess clients' risk profiles and recommend suitable mutual fund options to align with their financial objectives
  • Stay up to date with mutual fund industry trends, economic developments, and investment opportunities to provide clients with current and relevant insights
  • Collaborate with internal teams to drive business growth and achieve revenue targets
  • Actively participate in marketing initiatives and networking events to attract potential clients and expand the client base
  • Cultivate strong, trusting relationships with clients to foster loyalty and satisfaction
  • Regularly communicate with clients to provide updates on their financial progress, address inquiries, and identify opportunities for additional financial services
  • Evaluate and manage potential risks associated with clients' financial strategies, ensuring they are adequately informed about potential risks and rewards of investment decisions
  • Stay up to date with relevant financial regulations, industry standards, and compliance requirements to ensure all financial advice and services are provided within the legal framework
  • Conduct extensive research on financial markets, economic trends, and investment opportunities to remain well-informed and offer up-to-date insights to clients.

Customer Experience Associate

Scotiabank
St. Catharines, ON
01.2021 - 01.2022
  • Accurately process cash transactions, including deposits, withdrawals, and currency exchanges
  • Ensure that cash drawers are balanced at the beginning and end of each shift
  • Greet customers warmly and professionally, addressing their inquiries, concerns, and requests promptly and courteously
  • Strive to understand their individual financial requirements and provide appropriate solutions or direct them to the appropriate banking specialists
  • Assist customers in opening new accounts, such as savings, checking, and certificates of deposit
  • Provide guidance on account features and services to help clients make informed decisions
  • Stay informed about the bank's products, services, and promotions to effectively cross-sell and upsell to customers based on their financial needs and interests
  • Utilize banking software and technology to process transactions accurately and efficiently
  • Assist customers with basic online and mobile banking inquiries and troubleshooting
  • Maintain accurate records of transactions, ensuring all documentation is properly completed and filed for auditing purposes
  • Identify opportunities for referring customers to specialized banking services, such as loans, mortgages, or investment products, to meet their financial goals
  • Collaborate with colleagues and supervisors to ensure a smooth workflow, resolve customer issues, and achieve team targets and goals.

Benefits Specialist

American Income Life
Toronto, ON
01.2021 - 01.2021
  • Engage with potential clients to understand their financial goals, family needs, and risk tolerance
  • Conduct in-depth financial assessments to determine the appropriate life insurance coverage required to protect their loved ones and assets
  • Acquire a thorough understanding of various life insurance policies, including term life, whole life, universal life, and variable life insurance
  • Explain policy features, benefits, and potential returns to clients, ensuring they make well-informed choices
  • Generate leads through networking, referrals, and other marketing strategies
  • Reach out to potential clients to schedule meetings and present life insurance options tailored to their specific requirements
  • Analyze clients' existing insurance coverage and financial situations to identify potential gaps in protection
  • Offer suitable policy recommendations to address their unique needs and objectives
  • Assist clients in completing insurance applications and collecting necessary documentation
  • Liaise with insurance carriers for underwriting processes and follow up on policy issuance
  • Nurture long-term relationships with clients by providing ongoing support, conducting policy reviews, and addressing any changes in their life circumstances or insurance needs
  • Ensure full compliance with industry regulations, ethical standards, and legal requirements in all client interactions and sales practices
  • Stay up to date with industry trends, competitive offerings, and changes in insurance regulations to remain knowledgeable and provide accurate advice to clients.

Assistant Manager

Rw&Co
Niagara-on-the-Lake, ON
01.2019 - 01.2021
  • Keeping a close look at KPI's to make reasonable decisions that drive achievement of sales targets
  • Work closely with Store Manager to maintain a safe environment for all consumers and employees while archiving targets
  • Follow proper procedures for managing the store, and complete opening and closing operations
  • Direct and train all personnel with the visual merchandising of the store and constant changes to meet company standards
  • Provide training and development to personnel to deliver outstanding customer service to all consumers
  • Balance the needs of multiple consumers in a fast-paced environment by providing excellent care.

Floor Supervisor/Department Manager

Calvin Klein
Niagara-on-the-Lake, ON
01.2017 - 01.2019
  • Lead efforts to deliver outstanding customer service by going above and beyond
  • Assisted with the visual merchandise to meet company standard
  • Encouraged associates to maintain a depth knowledge of products
  • Supported the execution of shipment processing by ensuring all product is out on the sales floor while exceeding the brand's UPH standards
  • Maintained stock room organization as well as enforcing all company tools, policies and procedures
  • Motivated and inspires associates to achieve sales goals as well as demonstrating a sense of pride, commitment and passion for the brand
  • Assisted with loss prevention training and coached associates to maintain awareness.

Education

International Business -

Niagara College
01.2022

Skills

  • Investment strategies
  • Financial Planning
  • Portfolio Management
  • Stock market expertise
  • Advising on investments
  • Mutual funds understanding
  • Developing financial plans
  • Planning for retirement
  • Client Relations
  • Managing wealth
  • Increasing savings
  • Making insurance decisions
  • Mutual funds
  • Investment Management
  • Asset Allocation
  • Tax planning
  • Debt management
  • Cash Handling
  • Sales expertise
  • Estate Planning

Certification

  • Canadian Investment Funds Course (CIFC)
  • Life License Qualification Program (LLQP)
  • Retirement Financial and Retirement Advisor (IFP) (In progress)
  • CPR Certification

Languages

Spanish
Native/ Bilingual

Timeline

Banking Advisor

Scotiabank
01.2022 - Current

Customer Experience Associate

Scotiabank
01.2021 - 01.2022

Benefits Specialist

American Income Life
01.2021 - 01.2021

Assistant Manager

Rw&Co
01.2019 - 01.2021

Floor Supervisor/Department Manager

Calvin Klein
01.2017 - 01.2019

International Business -

Niagara College
Camila Santanilla Arango