Sadie Hickson
Mission,Canada
Summary
- Experienced in client relationship management with a strong focus on customer satisfaction.
- Skilled in financial product offerings and advising clients on suitable financial solutions.
- Knowledgeable in banking protocols and transaction handling to ensure smooth operations.
- Team-oriented professional who consistently delivers results in fast-paced environments.
Overview
7
7
years of professional experience
Work History
Personal Banking Associate
Bank of Montreal
12.2024 - Current
- Conducted regular account reviews to identify opportunities for cross-selling additional bank products and services.
- Streamlined branch operations by collaborating with team members to optimize efficiency and improve workflow processes.
- Assisted in managing branch risk levels by working closely with colleagues to identify and report any suspicious transactional activities or potential fraud attempts.
- Assisted customers in opening new accounts, ensuring thorough understanding of available products and services.
- Handled sensitive customer inquiries with discretion and professionalism, maintaining strict adherence to privacy regulations.
- Supported colleagues during peak periods as needed, fostering a positive team environment conducive to achieving shared goals.
CSR
Bank of Montreal
07.2020 - 12.2024
- Updated and maintained database with accurate customer information and timely data entry.
- Complied with corporate and regulatory policies regarding information confidentiality and privacy.
- Greeted visitors, answered phone calls, responded to inquiries in person or via email and phone.
- Scheduled and confirmed appointments for clients, customers, and supervisors.
- Maintain accounts including cash, issue receipts and cheques, deposit funds, bank reconciliations, GST summaries and reconciliation of petty cash.
Bank Teller
Prospera Credit Union
11.2018 - 03.2020
- Performed daily balancing of cash drawer and ensured accuracy of all bank documents while maintaining full accountability for assigned cash on hand.
- Greeted customers by name and displayed respectful attitude, helping develop rapport with customer base and build lasting relationships.
- Provided excellent customer service in a high-volume banking environment, including cash handling and account inquiries.
- Supported customer confidentiality and security with stringent discretion.
Education
Dogwood Diploma -
Heritage Park Secondary School
06.2010
Skills
- Organizational Skills
- Administrative Support
- Multitasking Abilities
- Reliability
- Interpersonal Skills
- Effective Communication
- Attention to Detail
- Customer care
- Problem-solving
- Time management
- Transaction processing
- Team collaboration
Timeline
Personal Banking Associate
Bank of Montreal
12.2024 - Current
CSR
Bank of Montreal
07.2020 - 12.2024
Bank Teller
Prospera Credit Union
11.2018 - 03.2020
Dogwood Diploma -
Heritage Park Secondary School