Enrico Donofrio
Laval,QC
Summary
Innovative and business-minded individual with integrity and commitment to excellence. Entrepreneurial expertise demonstrated across 9 years of experience guiding organizations to achieve productivity and revenue goals.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Small Business Advisor
Scotia Bank
10.2021 - Current
- Manage a portfolio of business customers and continuously support them in all there banking needs including account openings, credit requests, credit card, line of credit, overdraft, term loan (equipment or renovations), investing needs, including mutual funds and GIC options,
- Actively engage in Business development by partnering with accountants, fiscalists, corporate loyers and real estate agents in order to stimulate new customer onboarding and grow the book of business.
- Work closely with bank partners referring clients to Scotia Wealth management, Corporate banking, private banking, Estate department and Cash management
- Increased client satisfaction by providing personalized small business advice and support.
- Developed comprehensive business plans for clients to achieve growth and profitability.
- Established strong relationships with clients, leading to long-term partnerships and repeat business.
Financial Advisor
Scotia Bank
02.2020 - 10.2021
- Onboarding new and existing clients for account openings, credit card/line of credit, overdraft requests.
- Assessing clients risk tolerance profile to then give them tailored advise on their investment options including mutual fund , portfolios and GIC options.
- Give advise and prepare mortgage applications for clients seeking new purchase, refinance or consolidation needs
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Collaborated with team members to streamline processes and improve overall client experience.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Advised clients on investments, retirement and estate planning.
- Monitored and updated financial plans to comply with client goals.
- Developed and maintained strong relationships with clients to maximize satisfaction.
Universal Banker
Scotia Bank
06.2018 - 02.2020
- Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
- Streamlined account opening processes for increased efficiency in new customer onboarding.
- Enhanced cross-selling capabilities by offering tailored financial products and services to existing clients.
- Strengthened customer relationships with proactive communication and timely resolution of queries or concerns.
- Collaborated with team members to achieve branch performance metrics, fostering a positive work environment.
- Educated customers on various banking products and services, empowering them to make informed financial decisions aligned with their personal goals.
- Ensured a consistent and positive customer experience by upholding high standards of professionalism, courtesy, and responsiveness in all interactions.
Customer Service Representative
Scotia Bank
11.2014 - 06.2018
- Improved customer satisfaction by providing efficient and accurate transaction processing.
- Enhanced branch security through vigilant monitoring of suspicious activities and timely reporting to supervisors.
- Streamlined teller operations by maintaining organized workspaces and adhering to policies and procedures.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
- Supported team members in achieving branch goals through collaboration, communication, and shared responsibilities.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
Education
BBA - Finance
Concordia University
Montreal, QC05.2021
Skills
- Exemplary Communication Skills
- Account Management
- Financial Analysis
- Customer Relationship Management
- Business Development
- Strategic Planning
Accomplishments
top performer in top 10% Quarter over Quarter
Languages
English
Native or Bilingual
French
Native or Bilingual
Italian
Native or Bilingual
Certification
- Licensed Mutual funds representative with IFSE
Timeline
Small Business Advisor
Scotia Bank
10.2021 - Current
Financial Advisor
Scotia Bank
02.2020 - 10.2021
Universal Banker
Scotia Bank
06.2018 - 02.2020
Customer Service Representative
Scotia Bank
11.2014 - 06.2018
BBA - Finance
Concordia University
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