Paul Lordon
Ottawa,ON
Summary
Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service. Experience in having worked in a multitude of environments including the call centre. In good standing with the following banking certifications: CSC, WME, LLQP, CPH. Energetic positive attitude towards career and work.
Overview
23
23
years of professional experience
Work History
Sales Specialist
Rona
04.2023 - Current
- Educated customers about product features and benefits to aid in selecting best options for each individuals' needs.
- Provided first-rate service to all customers and potential customers.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Created and implemented sales strategies to successfully meet company targets.
Financial Advisor
Edward Jones
11.2009 - 11.2020
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
Credit Analyst
MBNA
05.2005 - 10.2009
- Reviewed credit reports to comprehensively view borrowers' credit history and identify potential red flags.
- Made decisions and recommendations about extending lines of credit.
- Analyzed customer data such as financial statements to determine level of risk involved for extending credit.
- Assessed credit risk and analyzed financial statements.
- Worked within call centre timelines, while maintaining excellent customer service.
Personal Banker
CIBC
09.2000 - 04.2005
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Promoted financial products by maintaining excellent service offering knowledge.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
Education
Bachelor of Arts - History
McGill University
Montreal, QC06.2000
Skills
- Bilingual
- Working one on one with clients with superior customer service
- Tailored custom solutions for results on an individual basis
- Working in a fast paced environment, including call centre
- Vast banking experience including large platform of investment and insurance advice
- High degree of analytical thinking, and acumen
Timeline
Sales Specialist
Rona
04.2023 - Current
Financial Advisor
Edward Jones
11.2009 - 11.2020
Credit Analyst
MBNA
05.2005 - 10.2009
Personal Banker
CIBC
09.2000 - 04.2005
Bachelor of Arts - History
McGill University
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