MOHAMED BACHIR KANE
Montreal,QC
Summary
Knowledgeable and dedicated customer service professional with extensive experience in Finance industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Service Associate
Manulife
2022.06 - Current
- Responsible for verifying and processing monetary transactions, including electronic payments, loan deposits, AWD check deposits and outgoing funds
- Approval of EFT and check requests
- Calculate and account for taxes and fees for electronic funds transfers
- Obtain required authorizations for electronic transfers
- Make accounting entries for cash deposits and liquid deposits
- Help collect and document AML audit information
- Print and classify reports
- Process annual administration fees
Client Service Administrator
Sunlife
2021.01 - 2022.06
- Developed documentation and logs of implemented solutions and generated and submitted reports.
- Documented data and completed accurate updates to case records.
- Responded to customer requests for products, services and company information.
- Evaluated account and service histories to identify trends, using data to mitigate future issues.
- Developed or implemented fund investment policies or strategies.
- Completed data entry tasks with accuracy and efficiency.
- Identified data entry errors and reported to necessary departments.
- Accepted and processed account payments.
Account Manager
Marche Maliba
2019.07 - 2020.12
- Addressed problems with accounting, billing and service delivery to maintain and enhance client satisfaction.
- Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
- Oversaw new business development and customer servicing.
- Liaised between account holders and various departments.
DEBT COLLECTOR
Fiancial Debt Recovery
2018.05 - 2019.05
- FINANCIAL DEBT RECOVERY
- Remained calm, stayed professional and provided exceptional service on all calls, even when interacting with difficult individuals
- Processed payments over phone and set up recurring drafts
- Utilized talents and expertise to locate customers with aged accounts
- Met demands of busy collections group by performing high volume of daily calls
- Secured payments by following up with customers which disregarded promise to pay.
SALES ASSOCIATE
VANS
2017.05 - 2018.05
- Kept apprised of emerging trends and provided informative customer service to assist in product selection
- Arranged new merchandise with signage and appealing displays to encourage customer sales and move overstock items
- Answered incoming telephone calls to provide information about products, services, store hours, policies and promotions
- Processed orders through system and coordinated product deliveries
- Recommended optimal merchandise based on customer needs and desires.
Education
Bachelor of Science - BUSINESS MANAGMENT
HEC MONTREAL
Montreal, QCSkills
- Financial records analysis
- Client account management
- Product Sales
- Derivatives trading knowledge
- Currency trading knowledge
- Equities trading knowledge
- Mutual Funds Knowledge
- Stock Market Knowledge
- Wire Payment Processing
- Customer Service
- Credit Accounts
- ERP Systems
Certification
- BLOOMBERG MARKET CONCEPT, , BLOOMBERG FINANCIAL
- EQUITIES AND SALES TRADING , CANADIAN SECURITIES INSTITUE (IN PROGRESS)
Languages
Timeline
Service Associate
Manulife
2022.06 - Current
Client Service Administrator
Sunlife
2021.01 - 2022.06
Account Manager
Marche Maliba
2019.07 - 2020.12
DEBT COLLECTOR
Fiancial Debt Recovery
2018.05 - 2019.05
SALES ASSOCIATE
VANS
2017.05 - 2018.05
Bachelor of Science - BUSINESS MANAGMENT
HEC MONTREAL
- BLOOMBERG MARKET CONCEPT, , BLOOMBERG FINANCIAL
- EQUITIES AND SALES TRADING , CANADIAN SECURITIES INSTITUE (IN PROGRESS)
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