Cleopatra Phillip
Paris
Summary
Results-driven Sales & Marketing Professional known for productivity and efficiency in task completion with a warm personality. I bring specialized skills in customer relationship management, negotiation tactics, and market analysis to every project. Excel with top soft skills such as communication, adaptability, and problem-solving to meet and exceed sales targets consistently.
Overview
19
19
years of professional experience
Work History
Customer Service Representative / Account Manager
Bank of Montreal
Toronto
11.2022 - 09.2024
- Manage accounts by monitoring overdue payments and assessing account statuses to prioritize collection efforts effectively
- Communicate with clients by conducting follow-up calls and sending reminders to encourage timely payments and resolve outstanding balances
- Maintained accurate records of collection activities in database system.
- Resolved customer complaints promptly and effectively.
- Identified customer needs by asking questions and advising on best solutions.
Screening Agent
Mintz Global Screening
Toronto
07.2021 - 02.2022
- Conducted background checks by gathering and analyzing applicant data from multiple sources to assess eligibility and risk factors
- Collaborated with clients by providing detailed reports and updates on screening progress to ensure transparency and alignment with their requirements
- Reviewed documents by verifying the accuracy of submitted information, such as employment history and education credentials, to maintain data integrity
- Resolved discrepancies by communicating with candidates and third-party sources to clarify and rectify any inconsistencies in their background information
Sales Manager
First National Bank
Cape Town
06.2012 - 05.2019
- Improved profit margins by effectively managing expenses, budget and overhead, increasing closings and optimizing product turns.
- Delivered sales presentations focused on offerings and unique advantages over competitors.
- Performed sales consultations and educated clients on products and services.
- Conducted regular meetings with staff members to review goals and objectives for the quarter and year.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Digital Marketing Specialist
MTN
Cape Town
10.2005 - 07.2012
- Monitored and reported on competitor digital marketing activities to identify opportunities for differentiation.
- Researched emerging trends in the industry and identified opportunities for growth.
- Responded promptly to customer inquiries via social media platforms.
- Maintained a database of customers' information for targeted marketing efforts.
Education
Immigration Case Management -
Herzing College
Toronto, Canada03.2024
Mental Health and addictions Program -
CJ Health Care College
Toronto, Canada03.2024
Business and Digital Marketing -
CDI College
Toronto, Canada01.2023
Skills
- Networking
- Social media marketing
- Cold calling
- Technical support
- Resilience under pressure
- Account management
- Conflict resolution
- Client communication
- Sales support
References
Available upon request
Profile Summary - Summary
- over 10 years experience in Customer Service in the Banking industry, with demonstrated skills such as Strong Communication, Cultural Competence, Detail Orientation, Organizational Skills, Problem-Solving, Empathy and Compassion, Research Skills, Time Management, Client Advocacy and Confidentiality.
Timeline
Customer Service Representative / Account Manager
Bank of Montreal
11.2022 - 09.2024
Screening Agent
Mintz Global Screening
07.2021 - 02.2022
Sales Manager
First National Bank
06.2012 - 05.2019
Digital Marketing Specialist
MTN
10.2005 - 07.2012
Immigration Case Management -
Herzing College
Mental Health and addictions Program -
CJ Health Care College
Business and Digital Marketing -
CDI College
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