Christopher Morris
Sault Ste. Marie,ON
Summary
- High-performing professional with substantial experience in retail banking. Dedicated to establishing long-term relations with customers to demonstrate trust and decrease account closure rates. Adept at understanding customer needs to recommend appropriate banking products.
- Detail-oriented team player with strong organizational skills. Ability to prioritize multiple tasks simultaneously and complete within reasonable timeframe
Overview
10
10
years of professional experience
1
1
Certification
Work History
Personal Banker
BMO Bank Of Montreal
12.2013 - Current
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships. Regularly followed up with clients post-appointment.
- Recommended & implemented customer banking solutions including appropriate investments, loans, bank accounts & plans, and credit cards.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service through enthusiastic conversations.
- Promoted financial products by maintaining excellent service offering knowledge.
- Exceeded individual performance metrics - consistently over 100% of Sales Revenue targets, while maintaining exceptional levels of client satisfaction ratings throughout tenure as CSR & Personal Banker
- Cross-sold bank products and services to meet customer needs and provide options.
- Contributed to positive work environment, fostering teamwork among colleagues to enhance productivity levels.
Education
Diploma & Certificate - Geographic Information Systems
Sir Sandford Fleming College
Skills
- Relationship Building
- Branch Operations
- Customer Service
- Fraud Prevention & Handling
- Cash Handling
- Positive Attitude
- Sales Expertise
- GIC's & Mutual Funds
- Loans, PLOC's & Credit Cards
- Cross-Selling Products
- Teller Support
- Interpersonal Skills
- Banking Policies and Procedures
- Attention to Detail
Accomplishments
Awarded BMO Best of the Best for excellent customer service
Languages
English
Native or Bilingual
Certification
- Canadian Securities Institute Investment Funds
Mutual Funds RISR successfully completed, 2019
- Qualified Lender - Lending Training successfully completed, 2023
- CPR & First Aid Training
Timeline
Personal Banker
BMO Bank Of Montreal
12.2013 - Current
Diploma & Certificate - Geographic Information Systems
Sir Sandford Fleming College
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