Jad Tabet
Montreal,QC
Summary
Accomplished Technical Financial Advisor with a proven track record at the National Bank Of Canada, enhancing client satisfaction and loyalty through expert financing advice and exceptional relationship management. Spearheaded process improvements, boosting operational efficiency. Skilled in financial services and critical thinking, adept at transforming challenges into solutions.
Overview
6
6
years of professional experience
Work History
Technical Financial Advisor
National Bank Of Canada
11.2021 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided recommendations on financing opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and also maintained company standards
- Helped clients with the application process for loans, lines of credit, and mortgages
Senior Representative for Premium Clients
National Bank Of Canada
01.2021 - 11.2021
- Dealt with high-end clients and assisted them in doing daily transactions
- Identified areas for process improvement within the department which led to increased operational efficiencies.
- Increased customer satisfaction by promptly addressing concerns and providing effective solutions.
- Strengthened client relationships through excellent communication skills and consistent follow-up.
Business Account Opening
Desjardins
01.2018 - 01.2021
- Managed high volumes of client inquiries, offering prompt assistance on account-related issues and maintaining strong relationships.
- Ensured compliance with regulatory requirements by meticulously reviewing documents and conducting thorough background checks on prospective clients.
- Enhanced customer satisfaction with personalized support and effective communication during the account opening process.
- Provided training for newly hired Account Opening Officers, fostering a knowledgeable and capable workforce.
Education
Bachelor of Commerce - Marketing
Concordia University
Montreal, QC08.2024
Certificate in Foundations in Business - Business
Concordia University
Montreal, QC08.2024
Skills
- Investment advice
- Relationship building and management
- Sales expertise
- Client Relations
- Process Improvement
- Banking
- Financial Services
- Technical Analysis
- Loans
- Active Listening
- Critical Thinking
- Problem-solving abilities
Languages
English
Native or Bilingual
Arabic
Native or Bilingual
French
Native or Bilingual
I love playing basketball and enjoy sports as a whole
Since the age of 3, I've been an avid basketball fan and player. I always enjoyed it because of the competitive side of it but also because of the relationships that I was able to build through it. It taught me to work as a team and to thrive through adversity.
Timeline
Technical Financial Advisor
National Bank Of Canada
11.2021 - Current
Senior Representative for Premium Clients
National Bank Of Canada
01.2021 - 11.2021
Business Account Opening
Desjardins
01.2018 - 01.2021
Bachelor of Commerce - Marketing
Concordia University
Certificate in Foundations in Business - Business
Concordia University
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