Emmanuel Pena
Toronto,ON
Summary
Very passionate and enjoy taking initiative by completing objectives with persistence and dedication. Enthusiastic Finance specialist eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of work Ethics while maintaining professional yet fun and growing environment by helping colleagues and upper management whenever the opportunity arrives. Motivated to learn, grow and excel in new positions to maintain a strong lead in the Finance and Sales industry.
Overview
11
11
years of professional experience
Work History
Finance Officer
B2B Bank Financial Services
Toronto, ON
07.2019 - Current
- Taking 30-50 inbound calls to assist Financial Advisors with Mutual fund intermediate accounts.
- Reviewing documents that have been obtained by our back office to make sure it passes quality checks.
- Assisting Financial advisors filling out forms and any inquiries regarding B2B accounts.
- Internal communication to our administration team (I.E applications, ETA reviewed documents, updates on status of transfers, relaying information)
- directing Financial advisors with correct pension legislation information and what forms that are necessary upon unlocking.
- professional and knowledgeable conversations to uphold great recognition of exemplary communication.
- attentive detail monitoring for RIF/LIF payments , correct address, monitoring daily transactions , and tax deductions within RRSP or non registered accounts.
Financial Sales Representative
CIBC Financial Institution
01.2017 - 06.2019
- 50-80 inbound calls per day.
- Helping customers with their day to day banking.
- Assessing accounts for loans, Personal lines of credit, Mortgages.
- Assisting with online banking errors, email transfers , password resets.
- Opening new deposit/saving accounts , TFSA ,RRSP and GIC accounts.
- Focusing on maintaining customers portfolios with high accuracy in a timely manner.
Sales consultant
Rogers Communications
01.2013 - 01.2017
- Wireless, internet and cable Knowledge.
- Building clientele with small/medium business owners and corporate accounts.
- Handling high valued accounts and processing new activations.
- Android ambassador, knowing all new android devices pros and cons and increasing Knowledge of any new software updates.
- Selling newest tablets, whole home security, internet, cable, and rocket sticks.
- High volume of traffic in Toronto Financial district and high valued customers.
Bank teller/Customer rep
TD Canada Trust
01.2006 - 01.2008
- Taking in bill payments and transferring funds to accounts.
- Up-selling customers to apply for visas or line of credits.
- Helping customers with inquiries of special types of accounts.
- Making customers feel appreciated and high valued.
- revising any deposits and cash with high risk evaluation.
Education
High School Diploma -
St. Patrick's High School
Ottawa, ONBachelor of Arts - Music Applied To Stage, Screen And Interactive Visual Environments (MASSIVE)
Carelton University
Ottawa, ONSkills
- Problem Anticipation and Resolution
- Compliance Assessments
- Social Perceptiveness
- Adaptable to Changing Conditions
- Proactive and Focused
- Corrective Actions
- Securities Safekeeping
- Prioritizing and Planning
Accomplishments
- Outstanding track record with customer satisfaction and top 5 employees of 2021 with first call resolution.
- I was an Android ambassador at my job with Rogers, which put me in charge of all android devices that are launching in the fiscal year.
- At CIBC I have taken multiple courses that focus on customer excellence, privacy, confidentiality and its importance while maintaining a professional and welcoming environment.
- I have over 8+ years in a sales position experience and I am very proficient in Microsoft Office including Word, Power Point, Excel, Outlook, Google Drive, Google Docs and Gmail.
Timeline
Finance Officer
B2B Bank Financial Services
07.2019 - Current
Financial Sales Representative
CIBC Financial Institution
01.2017 - 06.2019
Sales consultant
Rogers Communications
01.2013 - 01.2017
Bank teller/Customer rep
TD Canada Trust
01.2006 - 01.2008
High School Diploma -
St. Patrick's High School
Bachelor of Arts - Music Applied To Stage, Screen And Interactive Visual Environments (MASSIVE)
Carelton University
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