Jordan Sawatzky
Calgary
Summary
Customer Service Representative bringing top-notch skills in oral and written communication, active listening and analytical problem-solving skills. Enhances customer experiences by employing service-oriented behaviors, understanding customer desires and providing customized solutions to build loyalty.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Financial Services Representative
CIBC Branch With ATM
70 Crowfoot Way NW Calgary T3G 4C8
05.2023 - Current
- Experienced with unsecured lending, business banking, cash management, investments and advice.
- Increased client satisfaction by providing tailored financial advice and investment recommendations.
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Acquired the role of Team Captain for an outbound sales call team, offering motivation and record keeping responsibilities.
Client Services Representative
CIBC Branch With ATM
70 Crowfoot Way NW Calgary T3G 4C8
03.2022 - 05.2023
- Exhibited high energy and professionalism when dealing with clients and staff.
- Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
Education
Diploma - Financial Services
Southern Alberta Institute of Technology
1301 16th Ave Calgary T2M0L404.2021
Skills
- Outbound Calling
- Complex Product Knowledge
- Issue and Complaint Resolution
- Greeting Visitors
- Teller Transactions
- Data Processing
Certification
- Investment Funds Canada
Timeline
Financial Services Representative
CIBC Branch With ATM
05.2023 - Current
Client Services Representative
CIBC Branch With ATM
03.2022 - 05.2023
Diploma - Financial Services
Southern Alberta Institute of Technology