Junior Menendez
Niagara Falls,ON
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in investments, estate planning and banking.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Senior Financial Advisor
Scotiabank
11.2023 - Current
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Built lasting relationships with clients by consistently exceeding expectations in communication, professionalism, and results-driven advice.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize, and diversify portfolio.
- Educated clients on financial topics and best practices.
Banking Advisor
Scotiabank
01.2022 - 10.2023
- Deliver financial advice to clients, proposing strategies to achieve short- and long-term objectives for investments, insurance and financial planning
- Strengthened customer relationships through timely follow-ups and proactive communication.
- Collaborated with team members to achieve branch targets and improve overall performance.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
Customer Service Representative
Bank of Montreal
07.2021 - 12.2021
- Identifies customer needs and initiates referrals to BMO colleagues
- Contributes to meeting branch business results and customer experience
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Maintains current knowledge of personal banking products, practices and trends and integrates into customer conversation.
Food and Beverage Waiter
The Keg Steakhouse
04.2017 - 12.2021
- Carried out complete opening, closing and shift change duties to keep restaurant working efficiently and teams ready to meet customer needs.
- Upsold high-profit items such as appetizers and mixed drinks to enhance sales numbers.
- Proactively addressed potential customer complaints, resulting in higher levels of overall satisfaction and reduced escalation issues.
- Helped customers with dietary restrictions, allergies and intolerances obtain safe, delicious food by working closely with kitchen staff on alternatives.
Education
Bachelor of Arts - Economics With Minor in Business
Brock University
St. Catharines, ON06.2021
Skills
- Client Relationship Building
- Financial Advising
- Client Needs Assessment
- Retirement needs
- Investment Analysis
- Teamwork and Collaboration
- Proactive and Focused
- Prioritizing and Planning
Accomplishments
- Best of the Best Winner 2023- Trip Winner and Cultural Catalyst.
Languages
Spanish
Native or Bilingual
Certification
- Registered Financial and Retirement Advisor
- Canadian Investment Funds Course
Timeline
Senior Financial Advisor
Scotiabank
11.2023 - Current
Banking Advisor
Scotiabank
01.2022 - 10.2023
Customer Service Representative
Bank of Montreal
07.2021 - 12.2021
Food and Beverage Waiter
The Keg Steakhouse
04.2017 - 12.2021
Bachelor of Arts - Economics With Minor in Business
Brock University