Michael Piovesan
Guelph,ON
Summary
Dedicated and results-oriented University of Guelph Bachelor of Commerce graduate with a strong background in finance and a current role as a Personal Banker. Seeking to leverage my financial expertise and client relationships management skills to provide exceptional financial planning and advisor services to clients.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Personal Banker
Bank of Montreal
09.2022 - Current
- Proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify opportunities.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Make insightful credit recommendations for personal lending transactions, including home financing.
Customer Service Representative
Bank Of Montreal
02.2021 - 09.2022
- Responsible for coordinating and effectively leading a number of guest activities including learn to skate, curling, walk with a local, and supervised kids’ activity time
- Performed all rental and retail duties including opening, cash handling, closing procedures, running reports, locating and processing customer information
- Successfully offered friendly, professional, engaging customer service while assisting in fitting for proper winter sporting and boating equipment.
Education
Bachelor of Commerce - Accounting
Lang School of Business And Economics,
University Of GuelphSkills
- Financial Advisory
- Financial Product Knowledge
- MS Office
- Client Relationship Management
- Business Development
- Communication
- Time Management
Certification
- Canadian Securities Course (CSC)
- Financial Planning 1
- Bloomberg Market Concepts (BMC)
- TFSA Rules and Options
Timeline
Personal Banker
Bank of Montreal
09.2022 - Current
Customer Service Representative
Bank Of Montreal
02.2021 - 09.2022
Bachelor of Commerce - Accounting
Lang School of Business And Economics,
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