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
- Understanding the Digital Customer
- HubSpot Marketing
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