Nadya Kukleva
New Glasgow,Canada
Summary
Experienced professional with over 20 years of experience in customer service and finance industry. Excellent communicator with solid reputation in resolving problems and improving customer satisfaction.
Overview
5
5
years of professional experience
Work History
Personal Banker
Bank Of Montreal
New Glasgow, NS
08.2020 - Current
- Assisted customers with setting up or closing accounts, completing lending and investment applications and signing up for new services.
- Maximized revenue through improved sales techniques and branch productivity.
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
- Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.
- Approached prospective clients through cold calling and emails to meet sales targets.
- Interviewed customers to obtain information and provide service accordingly
Financial Advisor
Scotiabank
Truro, NS
11.2017 - 04.2019
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' needs.
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
- Performed due diligence and valuation processes.
Secretary
Nova Scotia Prosecution Service
New Glasgow, NS
04.2017 - 06.2017
- Scheduled appointments and conducted follow-up calls to clients redirecting them to appropriate justice service.
- Maintained office supplies inventory by checking stock and ordering new supplies.
- Provided clerical support to Crown Attorneys by copying, faxing and filing documents.
- Responded to emails and other correspondence to facilitate communication and enhance working process with all members of justice system - courts, bars, police and victim services.
- Entered data into PICS / JEIN system and updated customer contacts with information to keep records current.
- Handled daily scheduling tasks and provided administrative support for Crown Attorney office.
- Drafted agendas, recorded minutes and created documents for meetings.
Client Advisor
Royal Bank Of Canada
Stellarton, NS
04.2014 - 01.2016
- Informed and suggested new banking products to customers.
- Managed customer requests while mitigating potential risk to bank.
- Assisted customers in depositing and withdrawing cash.
Education
ONLINE SUPERVISOR COURSE - Tourism And Hospitality
EMERIT TRAINING SOLUTIONS, TOURISM CANADA
Ottawa, ON06.2020
CANADIAN INVESTMENT FUNDS COURSE - INVESTMENTS
IFSE INSTITUTE, CANADIAN INVESTMENT FUNDS
Halifax, NS01.2019
Online Course - Human Resource Management
NSCC
Stellarton, NS06.2016
Specialist - Jurisprudence/Law
Chelyabinsky Gosudarstvenny Universitet
Chelyabinsk, Russia 06.1999
Skills
- Customer Service
- Attention to Detail
- Verbal and Written Communication
- Problem resolution
- Referral Generating
- Information Update and data management
- Phone etiquette
- Financial advising
- Client Interviews
- Personal Banking
- Lending
- Investments
Timeline
Personal Banker
Bank Of Montreal
08.2020 - Current
Financial Advisor
Scotiabank
11.2017 - 04.2019
Secretary
Nova Scotia Prosecution Service
04.2017 - 06.2017
Client Advisor
Royal Bank Of Canada
04.2014 - 01.2016
ONLINE SUPERVISOR COURSE - Tourism And Hospitality
EMERIT TRAINING SOLUTIONS, TOURISM CANADA
CANADIAN INVESTMENT FUNDS COURSE - INVESTMENTS
IFSE INSTITUTE, CANADIAN INVESTMENT FUNDS
Online Course - Human Resource Management
NSCC
Specialist - Jurisprudence/Law
Chelyabinsky Gosudarstvenny Universitet
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