Customer experience associate looking to transition into a Financial Advisor role, bringing strong customer service skills, and a dedication to help clients achieve their financial goals and develop my own skills and capabilities
Overview
4
4
years of professional experience
1
1
Certification
Work History
Customer Experience Associate
Scotiabank
03.2023 - Current
Work to improve the Branch's targets by identifying advice opportunities and referrals by putting right customers with the right bankers.
Responsible for processing financial transactions such as deposits, withdrawals and bill payments as per standardized operating procedures, industry regulations and Scotiabank's Code of Conduct.
Respond and resolve customer concerns and escalations following bank policies and procedures
Connect and build rapport with customers to advise and help them with their daily banking needs.
Process customer transactions promptly, minimizing wait times to provide great customer experience and work towards increasing C-Pulse targets.
Educate and help customers on use of online banking.
Optometrist Assistant
Dr Bella & Associates Optometry
02.2020 - 12.2022
Acted as initial point of contact for patients as front counter and over the phone.
Scheduled appointments using the appointment book and preparing invoices using Wave.
Preformed pre-testing procedures.
Maintained inventory of office supplies and medical products.
Maintained files and records using the alphabetical filing method.
Solved any conflicts occurring in the clinic.
Submitted insurance claims through Telus, Blue cross, Provider connect.
Submitted claims through CABMD
Key Holder/Shift Leader
Softmoc
08.2021 - 08.2022
Organized racks and shelves to maintain store visual appeal, engage customers and promote specific merchandise.
Oversaw store operations by counting cash drawers, reviewing equipment management and supervising staff.
Assisted with team responsibilities by cleaning, managing cash registers and product merchandising.
Met sales targets consistently for each shift by positively engaging customers and delivering high levels of service.
Provided positive first impressions to welcome existing, new and potential customers.
Increased sales by offering advice on purchases and promoting additional products.
Trained and developed new hires in company processes, product knowledge, customer service and selling techniques.
Education
Diploma - Law Clerk
Seneca College of Applied Arts And Technology
North York, ON
12.2022
Skills
Customer Service
Team-Building
Self-Motivated
Flexible and Adaptable
Client Relationships
Task Prioritization
Team Collaboration
Efficient Service
Understanding Customer Needs
Strong Sense of Banking Ethics
Certification
Investment Funds In Canada (IFC) - Enrolled and In Progress
Timeline
Customer Experience Associate
Scotiabank
03.2023 - Current
Key Holder/Shift Leader
Softmoc
08.2021 - 08.2022
Optometrist Assistant
Dr Bella & Associates Optometry
02.2020 - 12.2022
Diploma - Law Clerk
Seneca College of Applied Arts And Technology
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