Joeseph Gordon
Saskatoon,SK
Summary
Dynamic professional with a proven track record at BMO Bank of Montreal, excelling in financial planning and client retention strategies. Leveraged portfolio management skills and exceptional service to enhance customer satisfaction and streamline operations. Achieved significant improvements in customer relationship management through effective communication and problem-solving abilities.
Overview
3
3
years of professional experience
Work History
Personal Banking Associate
BMO Bank of Montreal
05.2023 - Current
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Opened, closed, and updated accounts for customers.
- Balanced teller drawers and ATM cash.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
Customer Service Representative
BMO Bank of Montreal
04.2022 - 05.2023
- Responded to customer requests for products, services, and company information.
- Delivered prompt service to prioritize customer needs.
- Followed up with customers about resolved issues to maintain high standards of customer service.
- Investigated and resolved customer inquiries and complaints quickly.
- Trained new personnel regarding company operations, policies and services.
Program Analyst
Saskatoon Tribal Council
05.2021 - 02.2022
- Helped solve diverse program problems with in-depth analysis.
- Analyzed unstructured information to derive key insights.
- Reviewed program implementation plans to assess risk and feasibility.
- Compiled research data and gave professional presentations highlighting finds and recommended optimizations.
- Evaluated diverse organizational systems to identify workflow, communication, and resource utilization issues.
Education
BBA - Finance
University of Saskatchewan
Saskatoon, SK05.2026
High School Diploma -
Saskatchewan Indian Institute of Technologies
Saskatoon, SK06.2018
Skills
- Portfolio Management
- Financial Planning
- Credit analysis
- Cash Handling Accuracy
- Branch operations
- Client Retention Strategies
- Cross-Selling and Partner Referrals
- Bank Sales
Timeline
Personal Banking Associate
BMO Bank of Montreal
05.2023 - Current
Customer Service Representative
BMO Bank of Montreal
04.2022 - 05.2023
Program Analyst
Saskatoon Tribal Council
05.2021 - 02.2022
BBA - Finance
University of Saskatchewan
High School Diploma -
Saskatchewan Indian Institute of Technologies
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