Keri Williams
North York,ON
Summary
Hands-on, client-oriented banking professional implements creative investment strategies. Dedicated to continuous improvement of modeling and statistical analysis.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Services Representative
CIBC
Toronto, ON
02.2022 - Current
- Educated customers about different types of products available from the company's portfolio.
- Processed transactions quickly and accurately in accordance with established procedures.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Fostered relationships with new and existing customers through excellent customer service skills.
- Upheld quality control policies and procedures to increase customer satisfaction.
Customer Service Representative
S&P Data
Toronto, ON
01.2021 - 01.2022
- Checks financial documents to ensure that they are correct.
- Maintained detailed records of customer interactions, transactions and comments for future reference.
- Performed administrative tasks such as filing paperwork, updating databases and generating reports.
- Resolved complex problems by working with other departments to provide solutions that meet customer needs.
Account Executive
Thread Marketing
Toronto, ON
05.2020 - 09.2020
- Raised funds for world-leading charities and organizations.
- Identified sales lead and responded to customer inquiries.
- Developed and implemented a comprehensive sales plan to increase revenue in assigned territory.
- Generated weekly reports on sales performance against targets for upper management review.
Education
Advanced diploma - Business Marketing
Seneca College
05.2020
Management of Business, Environmental Science -
SVG Community College
06.2017
Skills
- Conflict mediation
- Inbound and Outbound Calling
- Customer relations
- Problem-solving abilities
- Call Center Operations
- Quality assurance controls
- Courteous demeanor
- Financial Product Sales
- Teller transactions
- Account Maintenance
Certification
- Understanding the Digital Customer
- HubSpot Marketing
Timeline
Financial Services Representative
CIBC
02.2022 - Current
Customer Service Representative
S&P Data
01.2021 - 01.2022
Account Executive
Thread Marketing
05.2020 - 09.2020
Advanced diploma - Business Marketing
Seneca College
Management of Business, Environmental Science -
SVG Community College
Similar Profiles
Rita DeFazioRita DeFazio
CSR at CIBCCSR at CIBC
Saniya FrancisSaniya Francis
Mortgage Officer at CIBCMortgage Officer at CIBC
Anureen KahlonAnureen Kahlon
CIBC Spark Innovation Challenge at CIBCCIBC Spark Innovation Challenge at CIBC
Agnes OukoAgnes Ouko
TLAP Associate at CIBCTLAP Associate at CIBC
Ghislaine GuinguereGhislaine Guinguere
Logistics & Operations Manager at Burkina Transit & TransportLogistics & Operations Manager at Burkina Transit & Transport