SAM BERNAL
Calgary,Canada
Summary
A personal banker with four years of experience specializing in customer success, retail banking, customer service, and client relations. A proven track record of leveraging consultative sales techniques to identify optimal banking products for customers.
Overview
3
3
years of professional experience
Work History
PERSONAL BANKER
TD BANK
11.2020 - Current
- Led consultative meetings with existing customers and prospects to evaluate banking needs, identify sales opportunities, and provide education on financial solutions, including checking accounts, personal loans, checking savings accounts, and online banking.
- Achieved 180% of sales quota month and built relationships with customers to ensure alignment with financial needs and goals.
- Understand and determine customer needs to recommend specific solutions to those needs while exercising discretion in confidential matters.
CUSTOMER EXPERIENCE ASSOCIATE
TD BANK
11.2020 - 11.2021
- Achieve assigned goals and business objectives by promoting banking solutions and completing business processes in a timely and accurate manner.
- Deliver quality customer experiences and recommend operational improvements where opportunity exists to improve and achieve operational excellence.
- Prioritized multiple tasks while maintaining accuracy and timeliness.
- Promoted a culture of teamwork and increased productivity.
Education
MASTER OF MARKETING -
GRIFFITH UNIVERSITY
Brisbane, Australia01.2010
MASTER OF INTERNATIONAL BUSINESS -
GRIFFITH UNIVERSITY
Brisbane, Australia01.2009
Skills
- Client relations
- Banking Products
- Customer Service
- Financial advising
- Risk management
- Portfolio management
- Finance
- Financial service
- Lending service
- Leadership
- Public Relations
- Retail banking
- Cross-selling
- Sales
Languages
Spanish
Native or Bilingual
Japanese
Limited Working
Korean
Elementary
Timeline
CUSTOMER EXPERIENCE ASSOCIATE
TD BANK
11.2020 - 11.2021
PERSONAL BANKER
TD BANK
11.2020 - Current
MASTER OF MARKETING -
GRIFFITH UNIVERSITY
MASTER OF INTERNATIONAL BUSINESS -
GRIFFITH UNIVERSITY
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