Lidia Pana
Montreal,QC
Summary
Dynamic sales professional with a proven track record at Bank of Montreal, excelling in customer service and risk management. Adept at leveraging analytical problem-solving skills to drive revenue growth and enhance client satisfaction. Proficient in Salesforce and committed to delivering tailored solutions that meet customer needs.
Overview
17
17
years of professional experience
Work History
Sales Associate – Treasury & Payment Solutions
Bank of Montreal
01.2023 - 01.2025
- Achieved sales targets outlined in business plans, contributing to overall revenue growth.
- Leveraged sales team and coordinated joint sales calls to enhance customer engagement and drive revenue.
- Assisted customers in identifying suitable products, addressing inquiries, and providing tailored product recommendations.
- Acted as the day-to-day contact person for the customer on all sales-related matters such as product information, pricing, implementation timelines and requirements.
- Coordinated cash management product implementation and financial transaction setup.
- Continuously evaluated and improved work processes related to sales management and customer service, risk management and compliance within prescribed limits to maximize effectiveness and efficiency.
- Resolved customer issues promptly to ensure a positive banking experience.
- Used judgment to identify problems, determine their causes and resolve them within established boundaries.
Analyst – Treasury & Payment Solutions
Bank of Montreal
01.2022 - 01.2023
- Identified overdraft trends and escalated issues for resolution.
- Influenced strategic direction by supporting development and implementation of technology and customer experience initiatives.
- Evaluated and improved sales management processes to enhance customer service risk management.
- Acted independently to ensure timely customer satisfaction and efficient issue resolution.
- Recommended enhancements to sales support materials using internal report insights.
- Achieved sales targets outlined in business plans.
- Collaborated with sales team on joint calls to maximize opportunities.
- Compiled information packages for interview preparation by coordinating with bank staff.
Senior Administrative Assistant
Bank of Montreal
09.2018 - 01.2022
- Onboarded new employees for Canadian Commercial Banking initiatives in Quebec region.
- Managed credit and portfolio reports, documents, district transfers, and account recoding based on LOBs; tracked past dues, annual reviews, legal fees, and margin and covenant including AMC/RMC codes.
- Coordinated technology equipment orders and maintained inventory to support employee onboarding.
- Aveksa Certifications, Quarterly & annually.
- Canadian Commercial Banking, Quebec
Account Support Officer – Commercial
Bank of Montreal
11.2014 - 09.2018
- Oversaw operations of special accounts management center, streamlining service delivery for enhanced client satisfaction.
- Monitored and controlled credit aspects by preparing, registering, and following up on guarantee renewals to mitigate financial risk.
- Identify and document any potential risks and inform ELDs/managers.
- Ensured compliance with laws and regulations to protect organizational integrity and maintain operational standards.
- Provide high quality service, maintain high standards of professionalism and ethics while treating all clients with dignity and respect.
Customer Service Representative
Bank of Montreal
07.2010 - 11.2014
- Greeted customers and facilitated a range of transactions, enhancing customer experience for individuals and businesses, including deposits, cheque cashing, and foreign currency exchanges.
- Processed payments, bank transfers, and cheque certifications efficiently.
- Executed branch opening routines, ensuring availability of supplies and preparation of money orders for daily operations.
- Managed cash registers and conducted branch closing procedures diligently.
- Balanced treasury to maintain accurate financial records.
Data Entry Clerk
Stratford Career Institute
01.2008 - 01.2010
- Processed student registrations, invoices, and correspondence, including contracts.
- Updated Excel reports for internet channels to improve data accuracy.
- Marked exams and validated information to ensure accurate diploma issuance and confirm graduate status.
Education
Technical College - Jewellery (gold & silver)
Spiru Haret College
Romania01-2000
Skills
- Customer service excellence
- Risk assessment and management
- Analytical problem solving
- Business arithmetic proficiency
- Windows proficiency
- Excel expertise
- PowerPoint presentations
- Outlook communication
- Internet navigation skills
- Salesforce
Volunteer Experience
- Volunteer, Centraide of Greater Montreal Volunteer - BMO Maison Marguerite, 2019
- BMO Giving Campaign Ambassador, BMO, 2016
- Volunteer and Supporter for Kids Help Phone, BMO, 01/01/14, 12/31/16
- Volunteer for Moisson Montreal, BMO Centraide, 01/01/12, 12/31/14
- Volunteer for Old Brewery Mission Montreal, Stratford/IFP, 2009
Hobbies and Interests
- Travelling
- Cooking & baking
- Music
- Cinema
- Reading
- Playing pool
- Gadgets
- Puzzles
Training
Francisation, 01/01/07 - 12/31/08, Bois-de-Boulogne College, Montreal, QC, Canada
Awards
BEING BMO Best of the Best ANNUAL AWARD, 2020
Alternate Name
Lidi Pana
Timeline
Sales Associate – Treasury & Payment Solutions
Bank of Montreal
01.2023 - 01.2025
Analyst – Treasury & Payment Solutions
Bank of Montreal
01.2022 - 01.2023
Senior Administrative Assistant
Bank of Montreal
09.2018 - 01.2022
Account Support Officer – Commercial
Bank of Montreal
11.2014 - 09.2018
Customer Service Representative
Bank of Montreal
07.2010 - 11.2014
Data Entry Clerk
Stratford Career Institute
01.2008 - 01.2010
Technical College - Jewellery (gold & silver)
Spiru Haret College