John Isaac Ramos
Etobicoke,ON
Summary
Highly experienced with handling escalated complaints and resolving complex customer issues. Exceptional spoken and written communication skills in native English and Spanish. Utilizes conflict resolution and critical thinking to address and mitigate concerns effectively. Track record of improving customer satisfaction and fostering positive outcomes.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Senior Financial Advisor
Scotiabank
10.2023 - Current
- Built lasting relationships with clients by consistently exceeding expectations in communication, professionalism, and results-driven advice.
- Managed a diverse portfolio of 5000 clients, ensuring optimal returns on investments and minimizing risks.
- Secured client trust by maintaining strict confidentiality standards and adhering to ethical practices in all interactions.
- Provided exceptional service to clients by addressing their unique financial concerns and goals with tailored advice.
- Collaborated with cross-functional teams to identify root causes of common complaints and implement process improvements.
- Enhanced workplace safety by conducting thorough inspections and identifying potential hazards with my additional responsibilities as an OHS representative.
Banking Advisor
Scotiabank
06.2021 - 10.2023
- Extended and sustained relationships with customers to maintain and grow business.
- Educated customers on digital banking platforms, encouraging adoption of online services for convenience and efficiency benefits.
- Increased client satisfaction by providing personalized banking solutions and financial advice.
- Strengthened customer relationships through timely follow-ups and proactive communication.
Customer Experience Associate
Scotiabank
03.2017 - 06.2021
- 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.
- Expert knowledge of branch systems, cash custody & functions
Financial Controller & Collections Officer
Scotiabank
08.2019 - 06.2020
- Acquired & managed projects totaling $10,000 - $150,000 while overseeing accounting operations such as accounts payable & accounts receivables
- Created Invoices, credit memos, reports, statements, & payments for architect firms, contractors and
sub-contractors - Obtained, refined, verified, file, and reconciled both vendor and clients invoices
- Paid full & part time employees by receiving & verifying hours & expense reports
- Prepared an array of in house financial statements and reports while reviewing & reporting variances to the
Principal
Education
Advanced Diploma - Business Administration - Finance
George Brown College
Toronto, ON01-2020
Skills
- Customer Complaint Management
- Customer Relations
- Investment Financial Assessment
- Quality Improvement Initiatives
- Research and Analysis Expertise
- Proficient Verbal Communication
- Effective Listening
- Conflict Mediation Skills
- Employee Training and Mentoring
- Adaptability Under Pressure
- Thorough Review Process
- Analytical Problem Solving
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Certification
- IFSE - Certified Investment Funds Course
- CIFP - Registered Financial & Retirement Advisor Course
Timeline
Senior Financial Advisor
Scotiabank
10.2023 - Current
Banking Advisor
Scotiabank
06.2021 - 10.2023
Financial Controller & Collections Officer
Scotiabank
08.2019 - 06.2020
Customer Experience Associate
Scotiabank
03.2017 - 06.2021
Advanced Diploma - Business Administration - Finance
George Brown College
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