Result-driven CSR/FSR with strong background in customer service, financial planning and sales. Agile with excellent communication and analytical skills and in-depth understanding of customer needs and employ business growth strategies.
Overview
1
1
year of professional experience
Work History
Financial Services Representative
OTT Financial Inc.
08.2022 - 08.2023
Established and cultivated a customer-oriented culture, ensuring every customer was welcomed with a warm greeting and offered tea, coffee, or water to enhance their experience.
Managed inbound and outbound calls, consistently delivering friendly and effective customer service in accordance with established timelines.
Provided high-quality services to clients through various channels, including phone, Internet, and face-to-face interactions.
Maintained detailed and updated records of all financial interactions and transactions to support traceability, contributing to efficient communication and record-keeping.
Demonstrated a keen ability to identify and assess customer needs, offering appropriate solutions to achieve customer satisfaction.
Collaborated and coordinated with internal departments when necessary to address customer inquiries and concerns.
Nurtured strong and lasting customer relationships by fostering trust and effective communication.
Actively participated in training sessions to enhance knowledge and performance, ensuring adherence to FINTRAC regulations, guidelines, and internal policies.
Ensured precision and efficiency when utilizing CRM-business processing systems.
Consistently met or exceeded both individual and team qualitative and quantitative targets.
Upheld a clean and organized work environment, contributing to a positive and professional atmosphere.
Education
Bachelor of Science - Biology
Université De Montréal
Montreal, QC
01.2023
Certificate - French of Second Language
Université De Montréal
Montreal, QC
07.2018
Skills
Customer Relationship Management
Exceptional phone contact handling skills combined with active listening abilities
Proficiency in utilizing CRM systems and best practices
Strong customer orientation and adeptness at adapting to diverse circumstances
Excellent communication and presentation skills, both written and verbal
Effective multitasking, prioritization, and time management capabilities
Mandatory Mandarin proficiency for servicing Mandarin-speaking clients
Timeline
Financial Services Representative
OTT Financial Inc.
08.2022 - 08.2023
Bachelor of Science - Biology
Université De Montréal
Certificate - French of Second Language
Université De Montréal
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