Paolo Cruz
Hamilton,ON
Summary
Driven Lead Sales Associate with proven success in leadership roles and extensive knowledge of Cash Management sales. Committed to exceeding goals, working closely with coworkers and clients.
Passionate about promoting lasting customer satisfaction by delivering quality service and unparalleled support. Proficient in customer service best practices and related options.
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Senior Sales Associate
Bank of Montreal
Toronto, ON
03.2018 - 10.2023
- Managed relationships with corporate clients to provide effective cash management solutions
- Collaborated with cross-functional teams to streamline cash management processes
- Developed and implemented strategies to increase sales volume.
- Created customized presentations for potential clients based on their needs.
- Provided training and mentoring to other sales associates.
- Performed regular follow-up with existing clients to ensure satisfaction levels are maintained.
- Resolved customer complaints in a professional manner.
- Attended industry seminars and workshops to stay up-to-date with changes in the marketplace.
- Assisted in drafting proposals outlining competitive pricing structures for prospective customers.
- Developed relationships with key decision makers at target accounts.
- Participated in strategic planning meetings related to company objectives and goals.
- Built and maintained new and established client relationships with exceptional communication, personalized interactions and friendly attentive service.
- Met or exceeded all goals and key performance indicators (KPIs).
- Demonstrated new products to customers by allowing customers to visually see how products work and by sampling.
Senior Documentation Specialist
Bank of Montreal
Toronto, ON
11.2009 - 04.2018
- Reviewed existing documentation for accuracy.
- Created templates for different types of documents to streamline the document creation process.
- Maintained an up-to-date library of documents including policies, procedures, training materials, manuals, and other related materials.
- Ensured that all documents were compliant with company standards as well as applicable laws and regulations.
- Collaborated with subject matter experts to develop content for technical documents such as banking agreements.
- Maintained documents by managing files following established procedures.
- Promptly responded to requests for information while maintaining security.
- Uploaded documents to control sites, tracked transmittals and coordinated revisions.
- Assisted end users with resolving electronic content access issues while maintaining security standards.
Financial Service Manager
Bank of Montreal
Mississauga, ON
04.2004 - 10.2009
- Created and maintained client relationships through effective communication and customer service.
- Provided guidance on investment opportunities to clients based on their individual needs.
- Provided business plans for new products or services offered by the bank.
- Ensured compliance with applicable laws, regulations, policies, and procedures governing financial services activities.
- Sold consumer and small business banking products and services.
- Protected customer information and business records.
- Assisted customers with opening checking and savings accounts and applying for credit cards and loans.
- Work with internal and external partners for client referrals.
Education
BBA - Finance
Sheridan College Institute of Technology And Advanced Learning
Oakville, ON04.2004
Skills
- Cash Flow Management
- Financial Analysis
- Treasury Operations
- Risk Management
- Financial Reporting
- Budgeting and Forecasting
- Cash Forecasting
- Liquidity Management
- Referral Generation
- Pipeline Management
- Market Understanding
- Cold Calling Abilities
- Product Knowledge
- Cash Management Industry Background
- Account Development
- Sales Planning
- Management
- Customer Service
- Relationship Building
- Product Recommendations
- MS Office Applications
- Billing
- Visual Displays and Presentations
- Negotiation
- Account Management
- Client Relationship Management
- Client Relationship Building
- Sales Presentations
Accomplishments
- Awarded BMO Best of the Best in 2013, 2015 and 2018 for demonstrating and exceeding Bank of Montreal's culture, standards and performance
Certification
- Completed Canadian Securities Course (Canadian Securities Institute) in 2004
Affiliations
- Enjoys travelling
- Avid Toronto Raptors fan
- Likes to Hike and ride my bike on my free time
Timeline
Senior Sales Associate
Bank of Montreal
03.2018 - 10.2023
Senior Documentation Specialist
Bank of Montreal
11.2009 - 04.2018
Financial Service Manager
Bank of Montreal
04.2004 - 10.2009
BBA - Finance
Sheridan College Institute of Technology And Advanced Learning
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