Fredy Elmegharbel

Provided best solutions to customers using extensive knowledge of TD's product and service suite.

Provided exceptional financial product and service support for moderately complex transactions.

· Played a key role in addressing customer concerns and be accountable for problem solving and/or raising matters to the appropriate people.

· Worked towards achieving set goals while being an ambassador for innovation by offering legendary experiences and trusted advice.

· Worked effectively as a team, use and learn from each other's knowledge and support your co-workers to resolve customer issues, and improve efficiency of the advice team.

• Facilitated introductions for both appointment and walk-in engagements.
• Handled incoming calls from members and prospects.udes answering the phone within three rings, and taking messages or booking appointments.
• Provided Fit-Fix Starter sessions for new and current Members.
• Assisted Members on the floor with questions about the FitFix and Cardio machines.
• Signed Member workout cards and give recommendations of programs to help them achieve their Needs/Goals/Time Frame. .
• Handled comments, suggestions, and concerns in a courteous and professional manner
• requirements
• Completed various questionnaires and waivers for departments at the front desk (Tanning)
• Completed initial training & attend all monthly meetings.

· Performed duties in priority according to Role assigned.

· Checked, sorted, filed, and scanned correspondence and forms.

· Reviewed customer profiles and engaged customers in a needs-based conversation to identify potential opportunities and address their needs; Provided custom-made solution to customers

· Operated standard office equipment including personal computer with a variety of software

· Assisted with marketing initiatives. Following up with prospective clients to book appointments.

· Managing customer inquiries both in person and over the phone

· Played a key role in addressing concerns and providing subject matter guidance to customers and/or partners; and be accountable for problem solving and/or raising matters to the appropriate people.

· Brought new assets to the bank and opened 10 new accounts with a minimum of 5million USD

· Processed financial transactions such as deposits, withdrawals and bill payments as per standardized operating procedures, and industry regulations

• Listened to customers’ needs and recommended solutions to their specific needs while exercising discretion in confidential matters

· Resolve customer issues according to established standards.

· Accepted fee payments (cash, cheque, debit, credit card) and issued receipts for same. Records and balances related cash receipts for deposit with the Cashier’s Office.

· Was accredited as private banker by Barclays learning centre in Geneva, Switzerland in 2011

· Helped in managing online client portal, setting clients up on electronic portal

· Delivered quality customer service and occasionally recommended improvements to achieve operational excellence as a branch

· Adhere to all confidentiality and privacy requirements

· Solved customers’ concerns using standard procedures and escalating non-standard activities

· Followed through on risk and compliance processes and policies to ensure the safeguarding of customers’ assets, maintain their privacy, and act in their best interest

· Helped with the tailoring of custom-made investment solutions for the bank’s customers

• Achieved assigned goals and business objectives by promoting banking solutions and completing business processes in a timely and accurate manner
• Helped build a positive, diverse and equitable work environment by promoting team effectiveness as well as participating in personal performance development

· Helped in establishing the office as it was newly established company.

· Communicated with customers and provided customized investment solutions

· Understood and determined customers’ needs, and recommended solutions to those needs while exercising discretion in confidential matters

· Personally, connected with customers to provide clear and appropriate advice on their financial needs

· Helped establish the presence of the representative office as the first representative office for Liechtensteinische Lands’ bank outside Europe

· Worked with team members to collect total assets of more than 1 billion USD

· Introduced new products provided by the bank to customers

• Delivered quality customer experience and connected personally with customers to advise them on appropriate and clear banking solutions and processes

• Ordered, labeled, compounded and dispensed prescribed medications.
• Performed administrative duties such as updating patient information or submitting insurance claims forms.
• Consulted with patients to explain medication use, side effects and dosage directions as prescribed.
• Verified accuracy of prescription labels before dispensing medications.
• Provided excellent customer service by assisting customers with medical-related issues and providing healthcare counseling.
• Answered patient questions and data requests.