A Finance & Economics graduate with proven sales skills to meet quotas and customer service skills. I'm a goal-oriented professional with excellent communication and interpersonal skills to ensure clients make responsible and financially beneficial decisions. I'm a hardworking and passionate team player with strong organizational skills to help team achieve company goals.
- Achieved over 300% on sales target and 179% IPR in the financial year.
- Provided guidance as a peer mentor to a new hire class.
- Received Quarterly Momentum awards, and Purpose award for my world class service to clients and contributions to the bank.
- Responsible for all operations, handling and solving client request on their banking needs.
- Opened new personal and non-personal accounts for client according to their financial needs.
- Identifying client’s needs by active listening, asking probing questions & advising of most suitable banking products that best fit their needs.
- Adhere to risk and compliance to procedures for protection of client’s information.
Q1 Quarterly Momentum
Simplii Financial
March 2023
Q2 Quarterly Momentum
Simplii Financial
May 2023
Harvard Online Business School
- Entrepreneurship in emerging markets.
June 2020-August 2020
Annual Student Leadership Program
- Algoma University
Dec 2019