Jennifer Wood

BMO Bank of Montreal

05.2021 - Current

Built and Deepened Productive relationships with prospective and competitive customers to drive sustained growth
Reduced risk exposure through diligent evaluation of applicants'' creditworthiness and recommending appropriate credit limits.
Managed Escalated Phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products and services
Played and active role in driving sales targets by proactively reaching out to new and existing clients
Compiled and analyzed data to determine approaches to improve sales and performance.
Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
Increased client satisfaction by providing customized financial solutions tailored to their specific needs.
Assisted clients in navigating challenging economic climates by offering sound financial advice and guidance.
Facilitated communication between various bank departments, promoting a collaborative work environment and efficient problem resolution for clients.
Exceeded sales goals in Sales Revenue on consistent basis.
Trained and mentored junior banking staff to maximize performance, efficiency, and compliance.
Worked closely with compliance officers to ensure adherence to regulatory requirements, minimizing the risk of fines and penalties due to noncompliance.

Summary