Jessica Corner
Calgary,AB
Summary
Highly organized and meticulous Client Service Assistant with a proven track record in providing exceptional client support and delivering outstanding service. Skilled in problem-solving to effectively resolve client issues and enhance satisfaction. Dedicated team player focused on collaboration and achieving results, adaptable to changing needs. Known for being organized and dependable, successfully managing multiple priorities with a positive attitude and eagerness to learn.
Overview
9
9
years of professional experience
Work History
Client Service Assistant
BMO Nesbitt Burns
01.2024 - Current
- Perform follow-up on client inquiries maintenance, new account setup, transfers, and remaining funds from portfolios upon client request
- Maintained detailed records of client data, allowing for better understanding of needs and preferences for future engagements
- Handled sensitive client data with utmost confidentiality, adhering to company policies and legal requirements
- Research and organized relevant documentation for each client portfolios, ensuring a thorough understanding of client needs and facilitating seamless handoffs between team members
- Provide timely, effective, and empathetic support while focusing on relationship building, proactive service, and a commitment to client satisfaction
Personal Banker
BMO
02.2019 - 01.2024
- Draft, review, and document lending applications, analyze client creditworthiness and develop contracts and agreements, ensuring that loans were properly advanced
- Oversee investment and mortgage process including application, origination, underwriting and closing under strict deadlines
- Prospect for new business through networking, community outreach and customer referral generation
- Customize and present solutions to each client needs using a high degree of professionalism, and in-depth knowledge of the company's product offering
- Maintain clean and relevant data records of clients and their financial needs while coordinating with appropriate internal departments for specific client requirements
Food and Beverage Team
Fairmont Banff Springs Hotel
05.2016 - 05.2020
- Trained new floor staff and servers on hospitality requirements, proper food handling guidelines to ensure restaurant protocols and safety procedures were met
- Maintained an up-to-date knowledge of hotel amenities and local businesses to promote local hospitality and tourism offers while proficiently answering all guest questions and requests
Event Coordinator/ Administrative Assistant
Cedar & Sage Co. Spa
02.2018 - 03.2019
- Composed and proofread documents such as advertised posters, memos, emails, and reports, providing accurate, concise, and error-free communication
- Planned, strategically coordinated, and finalized details for appointments, events, and retreats in an organized and timely manner
- Led, managed, and hosted wellness events, workshops, and retreats while greeted and proactively assist the needs of visitors and clients
Education
Diploma - Business Administration And Management
Seneca Polytechnic
Toronto, ON04.
Certificate - Investment Funds in Canada
Canadian Securities Institute
Skills
- Adaptive and responsive to change
- Excellent written and verbal communication skills
- Critical thinking and research
- Strong attention to detail
- Documentation and Recordkeeping
- Problem Solver
- Big Picture thinking
- Dedicated Team Player
- Exceptional customer service orientation
- Active listening
Volunteerhistory
- Branch Ambassador, Walk so Kids Can Talk, 2021-2023, Help raise awareness to colleagues and patrons with host fundraising events in branch, register walkers for the Calgary walk, guide walkers.
- Assistant Event Planner, Banff Yoga Festival, 2017-2019 and 2022, Researched, planned, and coordinated logistics for an event of up to 500 participants and $6500 revenue for the Yoga Festival.
- Volunteer, Go Green - Clean Up the National Park, 2017-2019, Helped clean green spaces, disposing of garbage in wildlife-proof bins across the National Park.
Timeline
Client Service Assistant
BMO Nesbitt Burns
01.2024 - Current
Personal Banker
BMO
02.2019 - 01.2024
Event Coordinator/ Administrative Assistant
Cedar & Sage Co. Spa
02.2018 - 03.2019
Food and Beverage Team
Fairmont Banff Springs Hotel
05.2016 - 05.2020
Certificate - Investment Funds in Canada
Canadian Securities Institute
Diploma - Business Administration And Management
Seneca Polytechnic
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