Summary
Overview
Work History
Education
Skills
Websites
References
Timeline
Generic

Richard Charles

Toronto,Canada

Summary

Adaptable professional with extensive experience in customer service, relationship management, and sales within financial services, telecommunications, and e-commerce sectors. Proven ability to build rapport, assess customer needs, and implement tailored solutions that enhance satisfaction and drive business results. Expertise in managing multiple priorities and collaborating with diverse clients while leveraging technical skills to achieve organizational objectives. Recognized for strong communication abilities and a dedication to delivering high-quality service consistently.

Overview

5
5
years of professional experience

Work History

Personal Banker

Bank of Montreal
Toronto, Canada
06.2024 - Current
  • Provide personalized financial advice and recommend appropriate products and services to meet client needs.
  • Manage a portfolio of clients, fostering long-term relationships and ensuring high levels of satisfaction.
  • Support loan and credit applications, ensuring compliance with banking regulations and internal policies.
  • Stay informed about industry trends and product updates to better serve customers and support business growth.

Customer Experience Associate

Bank of Montreal
Toronto, Canada
06.2022 - 05.2024
  • Delivered day-to-day banking services, assisting customers with transactions, inquiries, and account needs.
  • Identified opportunities to introduce additional products and services to enhance the customer experience.
  • Managed cash handling, reconciliations, and service requests with accuracy and attention to detail.
  • Supported branch operations to ensure service standards and targets were consistently met.

Account Executive

Bell Canada
Mississauga, Canada
07.2021 - 06.2022
  • Promoted Bell’s suite of residential products through direct marketing initiatives, presentations, and events.
  • Built relationships with property managers, superintendents, and building stakeholders to facilitate service adoption.
  • Engaged with customers to understand needs and recommend suitable television, internet, phone, and mobility solutions.
  • Represented the brand professionally in both face-to-face and community outreach settings.

E-commerce Support

HyperGhostMedia
Mississauga, Canada
03.2020 - 06.2021
  • Assisted retail merchants with onboarding and setup of point-of-sale hardware and software systems.
  • Provided support via phone, email, and chat to address technical issues and operational questions.
  • Guided merchants through system features and processes to improve efficiency and business outcomes.
  • Maintained accurate records of interactions and solutions for continuous service improvement.

Education

Bachelor of Business Administration - Business Administration & Management

Guelph Humber University/Humber College
Toronto, ON
12-2021

Cybersecurity -

Google Career Certificates
12-2023

Canadian Investment Funds License -

IFSE Institute
05-2024

Data Analytics -

Google Career Certificates
06-2024

Skills

  • Client relationship management
  • Sales and business development
  • Lead nurturing and prospecting
  • Needs assessment and solution selling
  • Account management
  • Customer service excellence
  • Negotiation and closing support
  • Programming in Python, Java, SQL
  • Web development: HTML and CSS
  • Salesforce expertise
  • CRM and database management
  • Communication and presentation skills
  • Cross-functional collaboration
  • Time management and organization

Websites

References

References available upon request.

Timeline

Personal Banker

Bank of Montreal
06.2024 - Current

Customer Experience Associate

Bank of Montreal
06.2022 - 05.2024

Account Executive

Bell Canada
07.2021 - 06.2022

E-commerce Support

HyperGhostMedia
03.2020 - 06.2021

Bachelor of Business Administration - Business Administration & Management

Guelph Humber University/Humber College

Cybersecurity -

Google Career Certificates

Canadian Investment Funds License -

IFSE Institute

Data Analytics -

Google Career Certificates

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Richard Charles