Commercial Account Manager providing superior customer service to commercial clients. Manage workflow to provide efficient, timely and accurate processing of request and financing.
Interact effectively, good communication skills and provide guidance to achieve business goals for corporations, partnerships and sole proprietorship and not for profit organizations.
Organized and dependable at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
14
14
years of professional experience
Work History
Commercial Account Manager
Caisse Populaire Alliance Limitee
12.2021 - Current
Conduct regular account reviews with clients to assess their current needs, discuss potential concerns, and identify opportunities for additional business.
Manage client risk exposure and coordinated services for development, retention and rounding of accounts.
Process daily mail, email and phone calls from customers and producers to generate new business.
Solicit new loan, deposit and investment business through referrals and member inquiries.
Maintain required data in agency management system to follow corporate guidelines.
Negotiate rates to set up finance contracts.
Provide exceptional customer service, addressing concerns promptly and maintaining open lines of communication with clients.
Analyze financial data to monitor account performance and identify areas for improvement or growth opportunities.
Retail Store Manager
Mayer Services Ltd Esso
09.2010 - 12.2021
Maintained a clean and organized store appearance to enhance the overall shopping experience for customers.
Coordinated staff training sessions on new products sales techniques ensuring team members well-versed equipped effectively sell merchandise meet customer needs
Developed strong vendor relationships to ensure timely delivery of products while negotiating favorable terms for payments or discounts on bulk purchases.
Managed inventory control processes to restore back stock, control costs, and maintain sales floor levels to meet customer needs.
Improved store sales by implementing effective marketing strategies and attractive visual merchandising.
Ensured compliance with company policies and local regulations regarding safety standards, licensing requirements, staff conduct in-store procedures.
Managed all aspects of budgeting for the retail location including labor costs, expenses control, revenue tracking, annual inventory and year end reporting, monthly reporting and remittances for payroll taxes, HST and corporate tax always paid and on time as well as WSIB filling and reporting
Reconciled daily sales transactions to balance and log day-to-day revenue.
Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization, applied for summer student programs through different funding opportunities,
worked in collaboration with the local high school on job training and assisted with the student with student credit programs, filled out required reports and evaluations
applied for the proper licensing through TTSA to operate a gas facility and propane site and make sure that all protocols were in place and to be compliant with regulations
applied for gaming license and reported to Ontario Lottery Gaming Association as needed, made sure that everything was compliant during periodic inspections
apply annually through the MNRF for live bait licensing, always compliant with rules and regulations for being a live bait holder
Education
No Degree - Municipal Accounting & Finance Program - Level 1
AMCTO
Online . Www.amcto.com
04.2015
Diploma - Accounting
Stratford Career Institute
Www.scitraining.ca
06.1997
High School Diploma -
Ecole Secondaire De La Riviere Des Francais
Noelville, On
06.1992
Skills
Deal Closing
Client Relationship Building
Client acquisition
Organizational Skills
Relationship Management
Contract Negotiation
Performance Tracking
Strategic management
Policy Management
Accounting skills
Flexible and Adaptable
Multitasking Abilities
Languages
French
Native or Bilingual
English
Full Professional
Additional Information
Deputy Mayor, French River Municipality - 2018 to present
Vice President, Sudbury-East Chamber of Commerce - October 2023 to present
Director, Sudbury East Chamber of Commerce - March 2012 to present
Director, Sudbury East Chamber of Commerce Gala Committee
Director, FONOM - 2022 to present
Chair, French River Municipality Recreation & Community Advisory Committee- 2018 to present
Director, Public Health Sudbury & Districts - 2023 to present
Director, French River Municipality Economic Development Advisory Committee
Secretary, Economic Partners Sudbury East-West Nipissing Inc. - 2020-2022
Director , Economic Partners Sudbury East-West Nipissing Inc. 2018 to 2022
Director, Caisse populaire de Noelville limitee, 2010 to 2018
Timeline
Commercial Account Manager
Caisse Populaire Alliance Limitee
12.2021 - Current
Retail Store Manager
Mayer Services Ltd Esso
09.2010 - 12.2021
No Degree - Municipal Accounting & Finance Program - Level 1