Jason Dos Santos
Toronto,ON
Summary
Driven banking professional with expertise in building relationships and retaining small business customers. Successful analyzing accounts and current packages in order to propose updates and correct problems. Good communication, multitasking and planning abilities.
Overview
7
7
years of professional experience
Work History
Handyman/Bookkeeper
Carpentry Time Ltd
12.2022 - Current
- Developing a budget and allocating employees/resources to a given jobsite once the company takes on new projects.
- Manual labor in the finished carpentry field, either in a team setting or on my own.
- Handling cash/cheques for deposits at both the beginning and end of the sales cycle.
- Creating invoices for both company and customers, then filing said documents accordingly.
Personal Banking Associate
TD Canada Trust
12.2019 - 12.2022
- Scheduling 1 on 1 appointments with clients to assist with their financial goals.
- Cold calling leads to increase business and reach a wider spectrum of customers.
- Conducting opening and closing operations in compliance with TD Canada Trust policy.
- Providing clients with a personable experience, giving them a one stop shop for all of their banking needs.
- Following government compliance with credit applications and all other products.
Customer Experience Associate
TD Canada Trust
01.2017 - 12.2019
- Providing customers with exceptional frontline banking support by processing everyday transactions and addressing customer needs.
- Providing recommendations of financial services and products to optimize client finances.
- Adhering to corporate and government policies to ensure responsible financial practices.
- Developing and maintaining professional relationships to ensure continued business from clientele.
- Utilizing and developing conflict resolution strategies to deescalate and resolve contentious and sensitive disputes in various situations.
Education
Bachelor of Commerce in Marketing Management -
Ryerson University
Toronto, Ont04.2020
Skills
- Data Entry
- Data Collection
- Consultative Sales
- Complaint Resolution
- Client retention strategies
- Problem-solving abilities
- Effective communication
- Team collaboration
Languages
English
Native or Bilingual
Portuguese
Full Professional
Timeline
Handyman/Bookkeeper
Carpentry Time Ltd
12.2022 - Current
Personal Banking Associate
TD Canada Trust
12.2019 - 12.2022
Customer Experience Associate
TD Canada Trust
01.2017 - 12.2019
Bachelor of Commerce in Marketing Management -
Ryerson University
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