MONICA AGATEP
28 Sebastian Cabot Way, North York, ON,Canada
Summary
Dedicated Financial Services Representative with expertise in financial solutions and customer engagement. Strong interpersonal skills and attention to detail contribute to effective communication and problem resolution, ensuring compliance and enhancing client relationships.
Overview
9
9
years of professional experience
Work History
Financial Services Representative
Money Mart
10.2017 - 02.2025
- Contact customers over the phone with past due balances and negotiate payment terms and schedules (collection calls)
- Demonstrated strong interpersonal skills while interacting with customers in person, over the phone, or via email
- Profiled prospects and clients to identify additional financial needs and refer to appropriate financial partners
- Provided exceptional customer service by responding promptly to inquiries and resolving complaints in a timely manner
- Maintained up-to-date knowledge of company products and services to ensure compliance with all applicable laws and regulations
- Deliver results on store profitability goals
- Provide a quality customer sales experience through efficient execution of all customer transactions
- Determine customers' needs and provide them with solutions that satisfy those needs
- Handle cash and accurately enter transactions into the system
- Complete all documentation accurately
- Follow safety, security, and compliance requirements
Cashier
Tim Hortons
07.2016 - 10.2017
- Demonstrated ability to work efficiently in a fast-paced environment, while providing excellent customer service
- Performed cashiering duties accurately including taking orders, handling payments, making change
- Maintained cleanliness of restaurant area, including tables, chairs, floors, counters and equipment
- Handled customer complaints professionally while maintaining composure under pressure
Education
High School Diploma -
Yorkdale Secondary School
Toronto, ON06.2017
College Diploma - Accounting
George Brown College
Toronto, ONSkills
- Cash Handling
- Customer Relationship Management
- Financial Services
- Loan Applications
- Collection Expert
References
References available upon request.
Timeline
Financial Services Representative
Money Mart
10.2017 - 02.2025
Cashier
Tim Hortons
07.2016 - 10.2017
High School Diploma -
Yorkdale Secondary School
College Diploma - Accounting
George Brown College