Jose Ricardo Prieto Bermudez
Toronto,Ontario
Summary
Meticulous professional with expertise in financial management and client counseling. Evaluate client assets and risk tolerance to inform strategies and increase revenue. History of helping clients reach financial goals.
Responsible and motivated student ready to apply education in the workplace. Offers excellent technical abilities with software and applications, ability to handle challenging work, and excellent time management skills.
Overview
2
2
years of professional experience
Work History
Customer Experience Associate
TD Bank
Toronto, Ontario
01.2024 - Current
- Prepared reports on transaction activity for management review.
- Researched customer inquires regarding their accounts using internal banking systems.
- Developed strong relationships with customers to ensure repeat business.
- Maintained confidentiality of bank records, transactions and customer information.
Bartender
Hot House Cafe
Toronto, ON
02.2022 - 01.2024
- Engaged with diverse patrons, providing personalized service and building strong customer relationships.
- Promoted and upsold premium beverages, leading to increased sales and customer satisfaction.
- Utilized strong verbal skills to explain drink options, answer questions, and provide recommendations.
- Managed cash transactions, ensured accurate billing, and maintained a balanced cash register.
Education
License Certificate (in Process) - CSC®
Canadian Securities Institute
08-2024
College Diploma - Business & Finance
George Brown College
Toronto, ON08-2023
Skills
- Client Relationship Development
- Account Performance Reviews
- Referral management
- Retirement planning
- Portfolio Management
- Cash Flow Management
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Timeline
Customer Experience Associate
TD Bank
01.2024 - Current
Bartender
Hot House Cafe
02.2022 - 01.2024
License Certificate (in Process) - CSC®
Canadian Securities Institute
College Diploma - Business & Finance
George Brown College
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