Ethan Murray
Ajax,ON
Summary
Detail-oriented and people-focused, with experience in educating and leading in diverse, customer-centric environments. Proficient in various steps of the client lifecycle, with an ability to adapt to new systems. Very strong interpersonal communication skills, and emotional intelligence, with a drive to motivate, educate, and develop individuals to achieve their potential. Skilled in handling datasets, ensuring accuracy, maintaining data integrity, and security. Strong public speaking skills with a commitment to client success.
Overview
7
7
years of professional experience
Work History
Personal Banker
Bank of Montreal
Pickering, Ontario
02.2022 - 02.2026
- Developed strong relationships with clients to enhance customer loyalty.
- Collaborated with teams to improve service delivery and operational efficiency.
- Resolved customer complaints promptly, maintaining high satisfaction levels.
- Identified potential fraud risks on accounts and reported suspicious activities to management.
- Analyzed financial documents provided by customers to determine their needs.
- Responded promptly to customer emails, phone calls and requests for information.
Mortgage Agent
Dominion Lending
Ajax, Ontario
05.2021 - 01.2022
- Evaluated financial documents to determine client eligibility for mortgage approval.
- Coordinated with lenders to process mortgage applications efficiently.
- Provided guidance on the mortgage application process and necessary documentation.
- Maintained thorough records of client interactions and loan progress updates.
Accounts Manager
Desjardins Insurance
Pickering, Ontario
10.2020 - 03.2021
- Managed client accounts, ensuring timely communication and issue resolution.
- Collaborated with team members to streamline policy administration processes.
- Analyzed client needs and recommended appropriate insurance products.
- Facilitated training sessions for new staff on account management procedures.
- Prepared detailed reports on client interactions and policy updates.
Financial Advisor
Scotiabank
Ajax, Ontario
12.2018 - 10.2020
- Advised clients on investment strategies and financial planning.
- Conducted risk assessments to tailor financial solutions for clients.
- Developed and maintained strong client relationships through regular communication.
- Collaborated with team members to enhance service delivery and client satisfaction.
- Educated clients on various financial products and services offered by the bank.
- Developed financial plans and strategies tailored to clients' individual needs.
Education
Mortgage License - Mortgage Agent Course (RMAC)
REMIC
09-2021
Insurance License - Other Than Life (OTL) (P&C Insurance)
Insurance Institute of Canada
09-2020
Diploma - Finance
Durham College
Oshawa06-2018
Mutual Funds License - Canadian Investment Funds Course (CIFC)
IFSE Institute
06-2018
Skills
- Client assessment
- Interview coaching
- Case management
- Conflict resolution
- Labor market analysis
- Action planning
- Client advocacy
- Soft skills training
- Transferable skills identification
- Professional ethics
- Community involvement
Timeline
Personal Banker
Bank of Montreal
02.2022 - 02.2026
Mortgage Agent
Dominion Lending
05.2021 - 01.2022
Accounts Manager
Desjardins Insurance
10.2020 - 03.2021
Financial Advisor
Scotiabank
12.2018 - 10.2020
Mortgage License - Mortgage Agent Course (RMAC)
REMIC
Insurance License - Other Than Life (OTL) (P&C Insurance)
Insurance Institute of Canada
Diploma - Finance
Durham College
Mutual Funds License - Canadian Investment Funds Course (CIFC)
IFSE Institute