Summary
Overview
Work History
Education
Skills
Timeline
Generic

KRYSANA COULTERMAN

Greater Sudbury,ON

Summary

Experienced professional with solid background in foodservice. Offers excellent track record of tackling various tasks to support kitchen and wait staff. Demonstrates genuine hospitality to establish rapport with patrons and deliver memorable experiences.

Overview

18
18
years of professional experience

Work History

Server/Bartender/Manager

P&M's Kouzzina
01.2007 - Current
  • Assisted customers with seating and serving needs in various sections.
  • Handled preparation of all drink orders for guests and staff.
  • Maintained comprehensive understanding of menu items and features.
  • Ensured detailed understanding of an extensive wine selection.
  • Presented, opened, and poured wine for guests.
  • Execute fast and friendly service at all times during peak busy periods
  • Opening and closing of bar and lounge area
  • Maintain hygienic practices in the operation of the bar, and in the service of food & beverages
  • Various management duties such as overseeing daily operation of front of house staff, scheduling, placement of servers in dining area, and beginning/end of day opening procedures

Financial Advisor

TD Canada Trust
01.2022 - 05.2023
  • Consulted with both current and future clients regarding investment opportunities.
  • Proactively manage appointments and daily/weekly calendar to ensure sufficient time to service client needs and complete administrative tasks in a proficient and timely manner
  • Uncover customer needs to recommend appropriate and beneficial products that will help to ensure long-term client loyalty and satisfaction
  • Refer clients to proper outlets within the TD Canada Trust group including wealth planning, small business, and commercial banking
  • Manage client expectations with respect to timelines and ensure prompt responses to all customer correspondence
  • Continuous learning and professional upgrading as required

Personal Banking Associate

BMO Bank of Montreal
01.2021 - 12.2021
  • Greet and serve branch customers requiring both teller services and personal banking services, such as: opening chequing and savings accounts, applying for credit cards, digital onboarding, assistance with online banking, estate services including opening of estate accounts when necessary
  • Service and sell small investments, while referring clients to senior staff for more in-depth investment services when required
  • Perform routine banking operations, such as deposits, withdrawals, and foreign exchange
  • Book appointments for customers requiring personal banking services
  • Engage customers in conversations regarding banking products based on personal financial needs

Customer Service Representative

BMO Bank of Montreal
01.2021 - 12.2021
  • Greet and serve all customers requiring teller services
  • Perform routine banking operations, such as deposits, withdrawals, and foreign exchange
  • Book appointments for customers requiring personal banking services
  • Solicit customers for banking products based on personal financial needs
  • Obtained Investment Funds in Canada certification through the Canadian Securities Institute
  • Call customers regarding banking services and promotional bank offers
  • Count and balance shared cash

Education

Financial Planning I -

CANADIAN SECURITIES INSTITUTE
01.2022

Personal Financial Services Advice -

CANADIAN SECURITIES INSTITUTE
01.2022

Investment Funds in Canada -

CANADIAN SECURITIES INSTITUTE
01.2021

BA - ENGLISH MEDIA

LAURENTIAN UNIVERSTIY
01.2005

Skills

  • Hospitality service expertise
  • Food and beverage pairings
  • Wine service
  • Menu item recommendation
  • Beverage preparation
  • Customer service
  • Sales expertise
  • Positive guest interactions

Timeline

Financial Advisor

TD Canada Trust
01.2022 - 05.2023

Personal Banking Associate

BMO Bank of Montreal
01.2021 - 12.2021

Customer Service Representative

BMO Bank of Montreal
01.2021 - 12.2021

Server/Bartender/Manager

P&M's Kouzzina
01.2007 - Current

Financial Planning I -

CANADIAN SECURITIES INSTITUTE

Personal Financial Services Advice -

CANADIAN SECURITIES INSTITUTE

Investment Funds in Canada -

CANADIAN SECURITIES INSTITUTE

BA - ENGLISH MEDIA

LAURENTIAN UNIVERSTIY
KRYSANA COULTERMAN