Jessica Caron
Côte-Saint-Luc,QC
Summary
Experienced Senior Banking Advisor with over ten years of experience in banking. Known for professionalism, diligence, effective time management and enhancing customer experience by providing tailored solutions.
Overview
15
15
years of professional experience
Work History
Senior Banking Advisor
RBC
Montreal, Quebec
04.2024 - Current
- Facilitated account openings, transactions, and inquiries to enhance client satisfaction.
- Evaluated client portfolios to provide tailored financial solutions that align with their goals.
- Assessed customers' financial situations to identify optimal options that meet their needs.
Small Business Digital Agent
HSBC
Montreal, Quebec
06.2018 - 03.2024
- Managed multiple chat sessions simultaneously, ensuring high-quality customer interactions.
- Responded promptly to customer inquiries on social platforms, enhancing brand reputation.
- Followed up on emailed or web-submitted customer inquiries, maintaining established response times.
Sales and Service Representative
HSBC
Montreal, Quebec
01.2017 - 06.2018
- Resolved customer inquiries and complaints to enhance satisfaction and loyalty.
- Maintained up-to-date knowledge of promotions and product offerings to drive sales.
- Educated customers on product features and benefits, enabling informed purchasing decisions.
Loyalty and Retention Representative
Telus
Montreal, Quebec
05.2014 - 05.2016
- Provided solutions to enhance customer satisfaction and loyalty.
- Handled escalated issues with professionalism and empathy.
- Identified opportunities to upsell additional products or services.
Teller
National Bank
Chateauguay, Quebec
01.2011 - 06.2012
- Processed customer transactions, including deposits, withdrawals, and loan payments, enhancing customer satisfaction and service efficiency.
- Ensured cash drawer accuracy throughout daily operations, contributing to financial integrity.
- Updated knowledge of banking products and regulations, enabling informed customer interactions and compliance.
Education
DEC - Social Sciences
Dawson College
Montreal, QC08-2010
Bachelor of Science - Applied Mathematics
Athabasca University
Athabasca, ABSkills
- Banking regulations and servicing clients with credit inquiries/pre-approvals
- Proficient in using MS Office Suite, productivity tools and end-user software
- Time management
- Multitasker
- Strong communication skills
- Professional with a positive attitude
- Organized
- Assisted in credit evaluation by reviewing pre-approved applications and monitoring client accounts, ensuring compliance with bank policies
Languages
English
Native/ Bilingual
French
Native/ Bilingual
Timeline
Senior Banking Advisor
RBC
04.2024 - Current
Small Business Digital Agent
HSBC
06.2018 - 03.2024
Sales and Service Representative
HSBC
01.2017 - 06.2018
Loyalty and Retention Representative
Telus
05.2014 - 05.2016
Teller
National Bank
01.2011 - 06.2012
DEC - Social Sciences
Dawson College
Bachelor of Science - Applied Mathematics
Athabasca University