KEREES HALL
Brampton
Summary
Dynamic Financial Advisor with a proven track record at Scotiabank, excelling in relationship building and investment advice. Leveraged analytical thinking to tailor financial solutions, enhancing client satisfaction and loyalty. Recognized for exceptional sales expertise and fostering long-term client relationships.
Overview
9
9
years of professional experience
Work History
Financial Advisor
Scotiabank
11.2023 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Bank Teller
Scotiabank
Brampton, Ontario
07.2019 - 11.2023
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
SERVER/Shift Supervisor
Dennys Restaurant
02.2017 - 07.2019
- Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
- Upselling menu items and made great recommendations.
- Collaborated with team members during busy shifts for efficient workflow and excellent guest experiences.
Education
Diploma - Hotel, Motel, And Restaurant Management
Humber College
Toronto04-2019
Skills
- Investment advice
- Relationship building and management
- Analytical thinking
- Sales expertise
- Client relations
- Insurance sales
Languages
English
Native or Bilingual
Timeline
Financial Advisor
Scotiabank
11.2023 - Current
Bank Teller
Scotiabank
07.2019 - 11.2023
SERVER/Shift Supervisor
Dennys Restaurant
02.2017 - 07.2019
Diploma - Hotel, Motel, And Restaurant Management
Humber College
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