Summary
Overview
Work History
Education
Skills
Timeline
Generic

Leon Barnes

Courtice,ON

Summary

Skilled advisory professional with demonstrated experience in providing strategic guidance and impactful solutions. Strong focus on team collaboration and achieving results, adaptable to changing needs. Expertise in financial analysis, risk management, and client relationship management, combined with proactive and reliable approach to problem-solving.

Overview

12
12
years of professional experience

Work History

Program Advisory Specialist

Ministry Of Finance,
06.2023 - Current
  • Conduct research and contribute to the review and development of communication and program administration materials.
  • Collaborated with cross-functional teams, driving coordinated efforts towards common goals and project success.
  • Prepare written interpretations to advise taxpayers or their representatives on the application of tax legislation.
  • Research and recommend administrative and tax policy changes.
  • Provide information and advice on taxation issues to Ministry staff and provide support to Senior Specialists.
  • Attend meetings and committees with other branches, divisions, or inter-ministerial working groups.
  • Support the implementation of strategies, plans and products.

Practicum Student, 01/2023

Ministry of Finance
01.2023 - 05.2023
  • Research, interpret, and apply tax legislation, case law, policies and procedure.
  • Gaining knowledge on conducting investigations, including note taking,search and seizure actions, and identification collection,
  • Assisting with planning, and coordination of investigations resources.
  • Gaining in-depth knowledge of interview techniques and improving observation skills.
  • Enhanced practicum experience by collaborating with multidisciplinary team members and integrating their feedback.

Deposit Administrator

Zag Bank Inc.
06.2018 - 04.2019
  • Accurately processed incoming/outgoing transfers for for GICs, RRSPs, & TFSAs transactions from other financial institutions.
  • Screened checks for compliance and fraud and accurately deposited checks into customers accounts.
  • Developed and implemented a new reporting procedure to compile, track and present operational data to senior management.
  • Analyzed client accounts data and identified patterns of fraud and anomalies.
  • Collaborated with team members to identify fraud trends and recommended solutions to management.
  • Handled sensitive information discreetly, maintaining strict confidentiality at all times as required by company policy or legal regulations.

Customer Service Representative

Capital One Inc.
06.2015 - 05.2018
  • Identified and address client concerns in professional manner in a call center environment.
  • Identified potential fraudulent activities and instituted solutions to mitigate risk on clients account.
  • Responded to customers queries and provided solutions in a timely and efficient manner.
  • Top performer who dealt with, escalated client issues.
  • Met and exceeded all performances metric
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.

Sales Consultant

Rogers Communications Inc
05.2013 - 12.2014
  • Consulted with clients and recommended effective online marketing solutions.
  • Sold online marketting/advertising solutions to medium and small businesses across Canada.
  • Employed strategic prospecting and client developing techniques and maintained a 80% conversion rate.
  • Applied knowledge of market and full range of innovative and unique products to meet customer needs, expanding company's customer base
  • Advised clients on appropriate product selections based on their unique needs, ensuring optimal satisfaction levels upon purchase.
  • Nurtured leads through consistent follow-ups, ultimately converting prospects into satisfied customers.
  • Attended ongoing training sessions to stay current on industry trends, market conditions, and product offerings – applying knowledge gained to better serve customers.
  • Conducted comprehensive product demonstrations for clients, resulting in increased understanding of features and benefits.

Education

Bachelor of Arts - Criminology And Justice

Ontario Tech University
Oshawa, ON
06-2023

Associate of Arts - Liberal Arts And Sciences

Kingston College
Kingston Jamaica
06-2010

Skills

  • Research and Presentation
  • Operations, Leadership,and Support
  • Verbal and Written Communication
  • Team Building and Collaboration
  • Analytical
  • Interpersonal
  • Relationship Building
  • Critical thinking

Timeline

Program Advisory Specialist

Ministry Of Finance,
06.2023 - Current

Practicum Student, 01/2023

Ministry of Finance
01.2023 - 05.2023

Deposit Administrator

Zag Bank Inc.
06.2018 - 04.2019

Customer Service Representative

Capital One Inc.
06.2015 - 05.2018

Sales Consultant

Rogers Communications Inc
05.2013 - 12.2014

Bachelor of Arts - Criminology And Justice

Ontario Tech University

Associate of Arts - Liberal Arts And Sciences

Kingston College
Leon Barnes