Daniel Patta
Montreal,Canada
Summary
Enthusiastic professional with 12 years of Customer Service, dedicated to delivering exceptional customer support, resolving complaints, and fostering positive relationships. A natural problem solver with strong interpersonal and communication skills, consistently going the extra mile to ensure customer satisfaction. Possesses in-depth knowledge of the financial sector, specializing in investments and providing valuable assistance to advisors with daily tasks and client investment options. Committed to enhancing client experiences through proactive engagement and tailored solutions.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Client Services Representative
CIBC Asset Management
03.2020 - Current
- Maintained up-to-date knowledge of company products and services to effectively answer customer queries.
- Utilized problem-solving skills to address client concerns and determine solutions in a timely manner.
- Successfully handled multiple tasks simultaneously while meeting tight deadlines.
- Followed up with clients after initial contact regarding their inquiries and concerns, verifying satisfaction levels were met.
- Managed incoming calls from clients efficiently, ensuring all inquiries were addressed within established timelines.
- Monitored call volumes and responded accordingly in order to meet service level agreements.
- Provide additional assistance with regards to long-term clients by contacting them through various channels (E-mail and Telephone).
- Delivered outstanding customer service by maintaining a professional demeanor during high-pressure situations.
Customer Service Representative
CIBC
02.2019 - 03.2020
- Maintained a high level of professionalism when dealing with difficult customers.
- Responded to customer requests for products, services, and company information.
- Provided exceptional customer service to ensure customer satisfaction.
- Assisted clients with day to day banking inquiries.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Cashier
Walmart
05.2018 - 02.2019
- Operated cash register and accurately processed payments, returns, and exchanges.
- Maintained cleanliness of the checkout area by cleaning counters, shelves and windows.
- Performed opening and closing procedures, such as counting cash register, restocking, and cleaning.
- Built and maintained positive working relationships with co-workers.
- Demonstrated excellent customer service skills while interacting with customers in a friendly manner.
- Accurately processed customer payments using cash, credit cards, and checks.
Usher
Cinemas Guzzo
09.2012 - 05.2018
- Greeted guests and answered questions in a friendly, professional manner.
- Collaborated closely with other Ushers to ensure smooth event flow.
- Managed crowd control at busy events by monitoring guest behavior.
- Provided directions to guests when needed.
- Demonstrated excellent communication skills while interacting with guests.
- Enforced theater policies and regulations for the safety of patrons.
- Examined tickets or passes to verify authenticity.
Education
Bachelor of Science (B.S.) - Law, Society and Justice
Dawson College
06.2018
High School Diploma - undefined
Lester B. Pearson
06.2012
Skills
- Volunteer Orientation
- Establishing Contacts
- Financial Consulting
- Outbound Calling
- Asset Management Knowledge
- Customer support
- Call center experience
- Follow-up skills
- Client relations
- Escalation management
LANGUAGES
French - Bilingual, School and work
Native or Bilingual
Italian - Fluent, Mother Tongue
Professional Working
English
Native or Bilingual
Certification
Mutual Fund License (IFSE)
Timeline
Client Services Representative
CIBC Asset Management
03.2020 - Current
Customer Service Representative
CIBC
02.2019 - 03.2020
Cashier
Walmart
05.2018 - 02.2019
Usher
Cinemas Guzzo
09.2012 - 05.2018
High School Diploma - undefined
Lester B. Pearson
Bachelor of Science (B.S.) - Law, Society and Justice
Dawson College
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