Demitri Ulmer-Meszaros
Surrey,BC
Summary
Experienced bank advisor and aspiring financial advisor with over two years of experience providing clients with optimal assistance in financial planning, mortgage planning, investment advice, credit and lending products, identifying their needs, and overall support in managing their finances. Proven track record of competitive market share expansion, and assisting corporations in reaching goals. Driven and detail-oriented, with the ability to thrive in high-pressure environments. Adept at developing key relationships and furthering business development.
Overview
2
2
years of professional experience
Work History
Senior Customer Experience Associate
Scotia Bank
Kelowna, BC
05.2023 - Current
- Meeting daily goals assisting clients answering their questions.
- Educating clients on bank products offered, uncovering their needs and finding the best product for their current situation.
- Fostered successful relationships with 100+ clients, providing them with top of the line banking advisement.
- Processed mortgage payments/payouts.
- Proficient with credit products, credit applications, lines of credits and credit cards.
- Mentored and trained new team members and worked collaboratively with existing members.
- Analyzed customer service data to identify and address customer service issues, resulting in improved customer experience
- Provided financial advice to customers, resulting in an increase in annual savings and investments.
- Conducted risk assessments and implemented risk management strategies to ensure compliance with regulations
- Managed customer accounts and provided customer service, resulting in a 65% increase in customer satisfaction
- Followed bank security procedures to protect customer data and assets
Education
Some College (No Degree) - Financial Services
Douglas College
New WestminsterMutual Funds License
Canadian Securities Inc
CanadaSkills
- Debt management
- Financial software
- Accounting and finance policies
- Customer service
- Payment requests
- Financial planning
- Client relations
- Money handling
- Investment principles
- Accounting principles
- Investment strategies
- Estate planning
- Tax planning
- Retirement planning
- Wealth management
- Attention to detail
- Financial management
Timeline
Senior Customer Experience Associate
Scotia Bank
05.2023 - Current
Some College (No Degree) - Financial Services
Douglas College
Mutual Funds License
Canadian Securities Inc
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