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
2023.05 - 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
2022.03 - 2023.05
- 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
2023.05 - Current
Client Services Representative
CIBC Branch With ATM
2022.03 - 2023.05
Diploma - Financial Services
Southern Alberta Institute of Technology
- Investment Funds Canada
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