Chantal Gomez
Edmonton,AB
Summary
Dedicated and passionate financial advisor with over 8 years of experience. Expert in client engagement, providing tailored advice in financial planning, investments, lending, and estate planning. Committed to establishing meaningful connections and delivering the right solutions for clients. Known for going the extra mile to secure clients' futures, helping them own homes and set up businesses. Goal-oriented and motivated to achieve performance targets, with a diverse network built on respect and authenticity. Driven to make a difference by always putting clients first and delivering exceptional results.
Overview
10
10
years of professional experience
Work History
Personal Support Worker
Home Instead Senior Care Home
Edmonton, Alberta
07.2023 - Current
- Strengthened communication skills through regular interactions with others.
- Managed time efficiently in order to complete all tasks within deadlines.
- Excellent communication skills, both verbal and written.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Paid attention to detail while completing assignments.
- Worked flexible hours across night, weekend, and holiday shifts.
- Developed and maintained courteous and effective working relationships.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Demonstrated strong organizational and time management skills while managing multiple projects.
- Worked effectively in fast-paced environments.
- Proven ability to learn quickly and adapt to new situations.
- Skilled at working independently and collaboratively in a team environment.
- Passionate about learning and committed to continual improvement.
- Self-motivated, with a strong sense of personal responsibility.
- Organized and detail-oriented with a strong work ethic.
- Worked well in a team setting, providing support and guidance.
- Learned and adapted quickly to new technology and software applications.
- Proved successful working within tight deadlines and a fast-paced environment.
- Adaptable and proficient in learning new concepts quickly and efficiently.
Head of Operations
Guaranty Trust Bank
01.2022 - 04.2023
- Collaborated with executive leadership on strategic planning initiatives to drive business growth.
- Implemented data-driven decision-making processes, leveraging analytics to optimize operations.
- Reduced operational costs through effective budget management and cost-saving strategies.
- Streamlined operational processes by identifying inefficiencies and implementing best practices.
- Improved overall productivity with the introduction of innovative process improvement initiatives.
- Ensured compliance with industry regulations and company policies, mitigating potential risks.
- Automated manual processes using technology solutions, increasing accuracy and efficiency within operations.
- Increased customer satisfaction by actively addressing concerns and ensuring timely resolutions.
- Implemented risk assessment procedures to minimize potential disruptions across all areas of operation.
- Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.
- Trained and guided team members to maintain high productivity and performance metrics.
- Interacted well with customers to build connections and nurture relationships.
- Implemented business strategies, increasing revenue, and effectively targeting new markets.
- Monitored daily cash discrepancies, inventory shrinkage and drive-off.
- Negotiated price and service with customers and vendors to decrease expenses and increase profit.
- Reported issues to higher management with great detail.
- Supervised creation of exciting merchandise displays to catch attention of store customers.
- Facilitated change management efforts, guiding teams through periods of transition and growth.
- Oversaw supply chain management, ensuring timely delivery of products and services to customers.
- Managed crisis situations effectively by developing response plans in advance.
Cash Officer/ Financial Advisor
Zenith Bank
02.2017 - 01.2022
- Coordinated with treasury department on investment strategies, maximizing returns on excess cash balances while maintaining appropriate levels of liquidity.
- Supported senior leadership in strategic decision-making by delivering timely analysis of cash position and liquidity trends.
- Developed strong relationships with banking partners, resulting in favorable transaction fees and interest rates for the company.
- Played a key role in migrating the company''s banking operations to a new platform, ensuring seamless transition without disruption to daily activities.
- Enhanced cash flow by optimizing daily liquidity management processes.
- Streamlined reconciliation procedures for improved accuracy and efficiency in cash management operations.
- Evaluated emerging technologies and tools relevant to the field of cash management, recommending innovative solutions that enhanced operational performance.
- Facilitated smooth integration of acquired businesses into existing cash management frameworks, minimizing disruptions and maintaining adequate liquidity.
- Conducted regular training sessions for staff members to improve their understanding of critical aspects of cash management operations and industry standards.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Collaborated with team members to streamline processes and improve overall client experience.
- Facilitated new client onboarding process and investment account setup.
- Delivered strategic investment advice for individual and corporate clients.
Customer Service Teller
Zenith Bank
07.2014 - 02.2017
- Contributed to a positive team environment through effective communication and collaboration with colleagues.
- Managed high volumes of customer transactions during peak times while maintaining excellent service standards.
- Increased efficiency by staying up-to-date on the latest banking technologies and systems.
- Continuously sought opportunities for personal growth and professional development within the role.
- Enhanced customer satisfaction by efficiently processing transactions and resolving issues.
- Balanced daily cash drawers accurately, ensuring accountability for all financial transactions processed throughout the day.
- Improved overall branch performance by consistently meeting and exceeding sales goals.
- Ensured compliance with all relevant regulations, safeguarding both customer information and bank assets.
- Supported branch management in achieving operational excellence through proactive identification of areas for improvement.
- Collaborated with other departments to resolve customer issues quickly and effectively, enhancing overall satisfaction rates.
- Reduced transaction errors by maintaining meticulous attention to detail in all aspects of work.
- Handled complex customer inquiries with professionalism, demonstrating thorough knowledge of products and services.
- Provided exceptional service to customers, addressing their needs and building lasting relationships.
- Provided valuable feedback to leadership regarding potential process improvements that could enhance overall efficiency.
- Maintained high levels of accuracy in handling cash, ensuring proper documentation and adherence to bank policies.
- Maintained friendly and professional customer interactions.
- Assisted customers with banking needs and inquiries.
- Counted, verified and handled bank deposits and armored car transactions.
- Educated customers on online banking and mobile banking applications.
- Executed wire transfers, stop payments and account transfers.
- Handled various accounting transactions.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Cross-sold credit cards, loans and other bank products.
- Referred customers to other banking departments for specialized services.
- Monitored and verified suspicious activity on customer accounts.
- Trained new hires on customer service policies and procedures.
- Arranged monies received in cash boxes and coin dispensers according to denomination.
- Received loan and utility payments, sending funds to correct destinations.
- Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.
- Calculated fees due, interest and change for customer transactions.
- Generated monthly reports on customer activity and customer feedback.
Education
Bachelor Of Science - Management
University of The Gambia
The Gambia12.2020
High School Certificate - Commerce
Nusrat Senior Secondary School
The Gambia06.2012
Skills
- Client Prospecting
- Network Security
- Incident Response
- Client Engagement
- Retirement Planning
- Business Continuity
- Crisis Management
- Customer Service
- Goal planning
- Teamwork and Collaboration
- Team Leadership
- Decision-Making
- Customer Service Management
- Effective leader
- Relationship Building
- Client Relations
- Operations Management
- Staff Management
- Scheduling
Languages
English
Full Professional
Timeline
Personal Support Worker
Home Instead Senior Care Home
07.2023 - Current
Head of Operations
Guaranty Trust Bank
01.2022 - 04.2023
Cash Officer/ Financial Advisor
Zenith Bank
02.2017 - 01.2022
Customer Service Teller
Zenith Bank
07.2014 - 02.2017
Bachelor Of Science - Management
University of The Gambia
High School Certificate - Commerce
Nusrat Senior Secondary School
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