Jessica Saggu
Edmonton
Summary
Accomplished Financial Advisor with a proven track record at Scotiabank, enhancing client portfolios through expert financial planning and investment strategies. Skilled in banking software and portfolio management, I excel in customer service and decision-making, significantly improving client satisfaction and business growth.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Everyday Banking Advisor 2
ATB
06.2024 - Current
- Extended and sustained relationships with customers to maintain and grow business.
- Increased client satisfaction by providing personalized banking solutions and financial advice.
- Strengthened customer relationships through timely follow-ups and proactive communication.
- Provide tailored recommendation of lending solutions.
- Provided recommendations for investments including mutual funds and GICs.
Financial Advisor
Scotiabank
12.2023 - 06.2024
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
Senior Customer Experience Associate
Scotiabank
12.2022 - 12.2023
- Looked for additional ways to expand products to customers by upselling new products and services.
- Employed active listening skills to accurately understand customer concerns and address them effectively.
- Collaborated with team members to develop effective strategies for enhancing the overall customer experience.
- Assisted in training new employees on company policies, procedures, and best practices for delivering exceptional service.
- Responded to high volume of incoming calls utilizing listening and communication skills to identify customer problems, needs, and opportunities.
Sales and Service Representatives
CWB
05.2021 - 11.2022
- Delivered product demonstrations tailored to clients'' specific requirements, showcasing features that would benefit their businesses directly.
- Increased customer satisfaction by providing knowledgeable assistance and addressing their needs promptly.
- Assisted in cash handling procedures, including daily client transactions and secure vault deposits.
Education
Bachelor In Business -
Macewan University
Edmonton, NoneSkills
- Business prospecting
- Banking software proficiency
- Portfolio management
- Loan processing
- Financial planning
- Investment strategies
- Credit assessment
- Credit risk evaluation
- Financial services
- Decision-making
- Customer service
- Time management
- Attention to detail
- Multitasking and organization
Languages
English
Native or Bilingual
Punjabi
Native or Bilingual
Punjabi
Professional Working
Certification
IFIC
Mortgage
Timeline
Everyday Banking Advisor 2
ATB
06.2024 - Current
Financial Advisor
Scotiabank
12.2023 - 06.2024
Senior Customer Experience Associate
Scotiabank
12.2022 - 12.2023
Sales and Service Representatives
CWB
05.2021 - 11.2022
IFIC
Mortgage
Bachelor In Business -
Macewan University
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