ERGIM CETINKAYA
Halifax,NS
Summary
Hardworking Customer Service Representative with experience working with international customer base. Trained in project and time management with extensive knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships with clients to increase profitability and drive business results. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Mutual Fund Representative
Scotiabank
08.2022 - Current
- Established rapport with internal partners such as compliance, legal and operations streamlining communication channels across departments.
- Maintained thorough knowledge of mutual funds and GIC's, keeping clients informed on relevant updates and developments.
- Educated clients on the advantages of investing in mutual funds.
- Monitored market trends to provide informed guidance on investment strategies, maximizing returns for clients.
Investment Advisor
Scotiabank
11.2021 - 08.2022
- Analyzed market trends and economic data to make informed recommendations for clients'' portfolios.
- Assisted clients with retirement planning, ensuring a secure financial future through strategic asset allocation and consistent saving habits.
- Developed strong relationships with clients, resulting in increased trust and long-term business growth.
Benefits Specialist
American Income Life Insurance Company
05.2021 - 11.2021
- Built strong relationships with clients through consistent communication and excellent customer service.
- Cross-sold insurance products to existing clients to reach sales targets.
- Educated clients on the intricacies of their health insurance policies, empowering them to make informed decisions.
Customer Service Representative
EASTLINK
02.2021 - 04.2021
- Handled customer inquiries and suggestions courteously and professionally.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Education
Bachelor of Science -
Saint Mary's University
Halifax09.2019
Skills
- Asset Allocation
- Client Relationship Building
- Financial statement review
- Market Research
- Risk Mitigation
- Upselling strategies
- Insurance Policy Sales
- Document analysis
Languages
English
Full Professional
Turkish
Native or Bilingual
German
Limited Working
Certification
- Life License Qualification Program
- CIFC, IFSE
Timeline
Mutual Fund Representative
Scotiabank
08.2022 - Current
Investment Advisor
Scotiabank
11.2021 - 08.2022
Benefits Specialist
American Income Life Insurance Company
05.2021 - 11.2021
Customer Service Representative
EASTLINK
02.2021 - 04.2021
Bachelor of Science -
Saint Mary's University
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