Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Jean-Pierre Lamak

Saskatoon,SK

Summary

Dynamic leader with a proven track record at Bank Of Montreal, BMO, excelling in relationship building and financial planning. Leveraged expertise in customer satisfaction and account management to exceed growth targets by 21%. Fluent in English, French, and Arabic, adept at fostering client relationships and driving profitability with a 97% customer satisfaction rate.

Overview

16
16
years of professional experience

Work History

Personal Banker

Bank Of Montreal, BMO
12.2022 - Current
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
  • Enhanced client retention with proactive follow-ups and timely resolution of account issues.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
  • Improved customer satisfaction by providing personalized banking solutions and exceptional service.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Provided ongoing mentorship to junior bankers, building their skills in sales techniques and customer relations management.

Relationship Manager

SGBL
11.2015 - 07.2022
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
  • Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Maximized profitability through superior customer service, effective and prompt communication, and follow-up on all pending matters with the customers resulting in an
    increase in efficiency and productivity by 10%.
  • Utilized superior communications skills to motivate staff and develop effective working
    relationships with peers, executives, and clients.
  • Awarded Employee of the month several times for increasing sales metrics by 18% while
    maintaining 97% customer satisfaction.

Marketing Manager

Reva Mattresses
07.2014 - 10.2015
  • Boosted brand awareness and generated leads while managing internal and external marketing campaigns and programs.
  • Created company brand messaging, collateral materials, customer events, promotional strategies, and product commercialization.
  • Exceeded growth targets every quarter by 21% on average.
  • Managed a team of four full-time marketing associates.
  • Built a strong marketing campaign through conferences, forums and speaking engagements.
  • Managed the marketing calendar, and ensured 93% of campaigns run on time and budget.
  • Identified bottlenecks in the Quality assurance process and adjusted standards and priorities to
    hit 87% more goals on time.

LG (Lettre De Guarantie)/Lead Bank Teller

Byblos Bank
11.2008 - 06.2014
  • Communicated and worked closely with the public sector and private sector.
  • Opening of CIF, retail (personal loan, auto loan, business loan…), credit cards (master card,
    visa card, American Express…) bank assurance.
  • Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
  • Established relationships with 120+ customers by remembering the names of regulars and
    creating a friendly rapport with customers.
  • Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records. Handling $100k+ per day, with 0 mistakes for the 4 years.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Established trust with clients by maintaining confidentiality and protecting sensitive financial information.

Education

MBA - Marketing

Lebanese Canadian University
Antoura-Lebanon
06.2014

Bachelor’s Degree in Advertising & Marketing - Advertising And Marketing/ Marketing Communication

Notre Dame University
Zouk Mosbeh
06.2008

Skills

  • Speaks 3 Languages -English, French and Arabic
  • Relationship Building
  • Branch operations
  • Customer Service
  • Customer Satisfaction
  • Leadership
  • Financial Advising
  • Loan application expertise
  • Account Management
  • Relationship Management
  • Professional Appearance
  • Financial Planning

Languages

English
Full Professional
French
Native or Bilingual
Arabic
Native or Bilingual

Timeline

Personal Banker

Bank Of Montreal, BMO
12.2022 - Current

Relationship Manager

SGBL
11.2015 - 07.2022

Marketing Manager

Reva Mattresses
07.2014 - 10.2015

LG (Lettre De Guarantie)/Lead Bank Teller

Byblos Bank
11.2008 - 06.2014

MBA - Marketing

Lebanese Canadian University

Bachelor’s Degree in Advertising & Marketing - Advertising And Marketing/ Marketing Communication

Notre Dame University

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Jean-Pierre Lamak