Leeann Ferguson
Toronto,ON
Summary
Continuing to branch off within Bank Of Montreal by obtaining a full time position as a Work Force Coordinator
Overview
9
9
years of professional experience
Work History
Senior Lending Specialist
Bank Of Montreal
04.2022 - Current
- Effectively analyzing financial data through various systems to offer lending solutions tailored specifically to customer needs
- Developed strong product knowledge to provide informed recommendations based on customer needs.
- Developed rapport with customers through active listening skills, to help determine customer needs and strengthen customer conversations
- Maintained detailed records of customer needs/conversations, ensuring proper follow-up
- Exhibited high energy and professionalism when dealing with clients and staff.
- Maintained up-to-date knowledge of BMO policy and procedures
Everyday Banking Associate
Bank of Montreal
02.2016 - 04.2022
- Responding to customer requests, offering excellent support and efficient service
- Handled escalated calls efficiently, finding satisfactory resolutions for customers, maintaining BMO Loyalty and business
- Utilizing systems such as Online Banking Admin, tysys, and Web ir to help problem solve customer solutions
- Strong NPS. Maintaining friendly, empathetic, and professional customer interactions
Education
Certificate Program - Marketing
Sheridan College
7899 Mclaughlin Rd, Brampton, Ont L6Y 5H901.2016
Skills
- Organizational Skills
- Customer Service Skills
- Merchandising
- Ability to multitask
- Interpersonal skills
- Oral communication skills
- Written communication skills
- Analytical skills
- Teamwork
- Drive
- Ambition
- Empathetic
- Adaptability
Languages
English
Timeline
Senior Lending Specialist
Bank Of Montreal
04.2022 - Current
Everyday Banking Associate
Bank of Montreal
02.2016 - 04.2022
Certificate Program - Marketing
Sheridan College