Summary
Overview
Work History
Education
Skills
Additional Information
Languages
Timeline
Generic

Hugo Edouard Orisma

Beauharnois,QC

Summary

o Strong customer services skills Strong focus on quality and details Strong writing and verbal communication skills, Multitasking Ability and willingness to work overtime on short notice o Energetic achiever and communicator, with strong listening skills o Quick learner, eager to learn and follow directions o Excellent team player who thrives in teamwork situations Experience as an accountant, financial consultant Sales experience Person responsible, punctual and dynamic Logistical Qualifications language profile CCC Knowledgeable and dedicated customer service professional with extensive experience in Type industry. 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. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.

Overview

11
11
years of professional experience

Work History

Customer service agent

Immigration, Refugees and Citizenship Canada
04.2022 - Current
  • (cr-05) linguistic profile : CC
  • Respond to client enquiry about they status , information on file , update file , correspondence , general online , clarify form and guide , technical online .

Customer service representative

TD Bank
Montreal, QC
05.2017 - 11.2018
  • Complete financial transaction such as deposits, bills payments
  • Ensure customer problems and issues are handled appropriately
  • Contribute to the branch objective
  • Understand and meet the needs of customers by providing the best advice on product and services

Investment advisor

RBC bank
11.2018 - 04.2022
  • Advice client about investments that fit they needs , goals, and risk tolerance
  • Securities such as stocks, bonds, mutual funds.
  • Advised clients on investments, retirement and estate planning.
  • Recommended specific investments to help clients meet financial goals.

Universal Banker

Bank Of Montreal, BMO
Montreal, QC
08.2014 - 09.2016
  • Respond to calls from clients about their personal banking account, saving , deposit, transaction, change of address , investment and sales
  • Financial debt recovery (FDR
  • Account payable
  • Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
  • Evaluated client financial positions and identified most appropriate banking products.
  • Provided advice on different bank products and financial options.

Debt Collector Agent

Financial Debt Recovery
Montreal, QC
04.2012 - 08.2014
  • Call debtor to collect payment due
  • Contacted customers to discuss past-due accounts and negotiated payment plans.
  • Developed strong relationships with customers to foster timely payments and account resolution.

Education

Graduate Certificate - Business Management

HEC Montréal
Montreal, QC
2024

Post-secondary Qualification - Accounting And Finance

CdiCollege
Montreal, QC
09.2014

Skills

  • COMPUTER SKILLS
  • Experience using Microsoft office programs such as
  • Word, Excel, Outlook and Mac-based
  • Computer platforms
  • Customer Relations
  • Customer Service
  • Understanding Customer Needs
  • Issue and Complaint Resolution
  • Customs and Immigration
  • Inbound Customer Service

Additional Information

  • Secret security clearance: Reliability

Languages

English
Full Professional
French
Native or Bilingual
Spanish
Professional Working

Timeline

Customer service agent

Immigration, Refugees and Citizenship Canada
04.2022 - Current

Investment advisor

RBC bank
11.2018 - 04.2022

Customer service representative

TD Bank
05.2017 - 11.2018

Universal Banker

Bank Of Montreal, BMO
08.2014 - 09.2016

Debt Collector Agent

Financial Debt Recovery
04.2012 - 08.2014

Graduate Certificate - Business Management

HEC Montréal

Post-secondary Qualification - Accounting And Finance

CdiCollege
Hugo Edouard Orisma