Danica Alois Balisi

We worked with Rogers bank as financial advisor on a remote setup. We deal with clients who needed assistance on their accounts. We handle declined cards, fraud blocks, card replacements, balance transfers, refunds and credit limit increase. I'm also part of the ADM team who handles new applications. We verify if account matches the credit bureau report. We also handle calls from Rogers store rep if Applicants needed to verify their ID's in store. I had been with the account for more than 2 years, I maintained good stats and I'm one of the top advisors.

• Collaborated with senior advisors on case studies to enhance understanding of complex financial products.
• Attended training sessions to improve knowledge of investment tools, regulations, and best practices.
• Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
• Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.

We worked for various banks as fraud analysts. We evaluate transactions to minimize fraud. We call clients and conduct thorough investigations on suspicious transactions.