Jean-Yann Palix
Investment specialist
Montreal,QC
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Daily applies lending expertise to a lending product portfolio or part of the lending process. My willingness to take on added responsibilities to meet team goals will provide your department with the extra set of hands you seek.
Overview
12
12
years of professional experience
Work History
Small Business Lending Specialist
Bmo Financial group
Montreal, QC
03.2020 - Current
- Provide support to front-line co-workers.
- Carried out day-day-day duties accurately and efficiently.
- Acts as a subject matter expert and first contact for escalation.
- Provide guidance to small business owners with credit management related advices.
- Handle small business credit related requests in a timely manner.
Personal Lending Services Associate
Bmo Financial Group
Montreal, QC
09.2015 - 03.2020
- Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers
- Carried out day-day-day duties accurately and efficiently.
- Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements
- Applies sales and service principles, practices, and techniques to originate, underwrite, and close personal lending solutions for retail customers originating from referral sources.
Customer Service Representative
Bmo Financial Group
Montreal, QC
02.2015 - 09.2015
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Answered constant flow of customer calls with minimal wait times.
- Offered advice and assistance to customers, paying attention to special needs or wants.
Salesman
Dormez-vous?
Montreal, QC
07.2011 - 02.2015
- Promoted and up-sold products and services to meet needs of customers.
- Showcased product features to customers and discussed technical details to overcome objections and lock in sales.
- Upheld high standards of customer service by promoting and upselling new products and services.
- Used consultative sales approach to understand customer needs and recommend relevant offerings.
Education
Canadian Security Certification - Investment Management
Canadian Security Institute
Montreal08.2022
High School Diploma -
École Secondaire Du Chêne-Bleu
Pincourt, QC06.2007
Skills
- Microsoft Office
- Managing Wealth
- Investment Planning
- Financial Knowledge
- High Net Worth Individuals Marketing
- Stock Market Understanding
- Financial Analysis
- Portfolio Construction
Timeline
Small Business Lending Specialist
Bmo Financial group
03.2020 - Current
Personal Lending Services Associate
Bmo Financial Group
09.2015 - 03.2020
Customer Service Representative
Bmo Financial Group
02.2015 - 09.2015
Salesman
Dormez-vous?
07.2011 - 02.2015
Canadian Security Certification - Investment Management
Canadian Security Institute
High School Diploma -
École Secondaire Du Chêne-Bleu
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