Summary
Overview
Work History
Education
Skills
Languages
Quarter Achievers Award 2023
Timeline
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JOSHUA BISNAUTH

Toronto,ON

Summary

Driven and accomplished Financial Service Representative with a proven track record at CIBC, adept in wealth management and risk assessment. Excelled in fast-paced environments, enhancing customer financial health through expert advice and empathy, leading to increased loyalty. Demonstrates exceptional time management and communication skills, aligning with employer's needs for efficiency and client satisfaction. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

5
5
years of professional experience

Work History

FINANCIAL SERVICE REPRESENTATIVE

CIBC
03.2022 - Current
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.
  • Excellent communication skills, both verbal and written.
  • Educated customers on various financial products, empowering them to make informed decisions and improve their financial health.

Customer Service Representative

CIBC
09.2019 - 03.2022
  • Handled customer inquiries and suggestions courteously and professionally.
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.

Education

High School Diploma -

GL ROBERTS
399 Chaleur Ave, Oshawa, ON L1J 1G5

Canadian Investment Funds Course (CIFC) -

IFSE Institute
03.2019

Skills

Time Management

Investment advice

Debt management

Risk Assessment

Wealth Management

Languages

English
Native or Bilingual

Quarter Achievers Award 2023

Was nominated and won Quarter Achievers for 2023

Timeline

FINANCIAL SERVICE REPRESENTATIVE

CIBC
03.2022 - Current

Customer Service Representative

CIBC
09.2019 - 03.2022

High School Diploma -

GL ROBERTS

Canadian Investment Funds Course (CIFC) -

IFSE Institute
JOSHUA BISNAUTH