Sebastien Potvin
Kirkland
Summary
Flexible hard worker ready to learn and contribute to team success. Highly-motivated, with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Personal Banker
Bank of Montreal
10.2021 - Current
- Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
- Advised clients on investment strategies tailored to individual goals.
- Worked at the main Westmount branch. Increased client satisfaction by providing tailored financial advice and personalized solutions for high net worth individuals.
- Cultivated strong relationships with clients through regular communication and in-person meetings to review progress toward financial goals.
- Moved to the downtown branch, where i was exposed to many types of clients. From young professionals, to older clientele, all with different financial needs. This helped broaden my exposure and helped learn different financial strategies for clients of different stages of life.
- Maintained contact with many of my clients throughout my moves, and earned the trust of their friends and family, with great service and advice; to broaden my portfolio of clients, and maximise opportunities and revenue.
Sales Consultant
Hyundai Gabriel St-Jacques
01.2020 - 06.2021
- Developed and maintained relationships with clients to increase sales revenue.
- Analyzed customer needs and preferences to recommend appropriate products.
Account Manager
M&M Footwear
09.2016 - 01.2020
- Developed and maintained relationships with key accounts to ensure customer satisfaction.
- Conducted market research to identify potential customers.
- Managed multiple accounts simultaneously while meeting deadlines.
- Presented product features and advantages to potential customers during sales meetings.
Education
Bachelor's in Political Science -
Concordia University
04.2020
Associate of Science - Social Sciences
John Abbott College
04.2016
High School Diploma -
West Island College
05.2013
Skills
- Client Acquisition and Retention
- Sales Expertise
- Relationship Building and Management
- Account Management
- Financial Advising
- Opportunity Identification
Certification
- Investment Funds in Canada (IFC)
Timeline
Personal Banker
Bank of Montreal
10.2021 - Current
Sales Consultant
Hyundai Gabriel St-Jacques
01.2020 - 06.2021
Account Manager
M&M Footwear
09.2016 - 01.2020
Associate of Science - Social Sciences
John Abbott College
High School Diploma -
West Island College
- Investment Funds in Canada (IFC)
Bachelor's in Political Science -
Concordia University
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