Serj Jenjenian
Laval,QC
Summary
Accomplished Financial Advisor with a proven track record at Bank Of Montreal Financial Group, demonstrating exceptional relationship-building and investment advice skills. Excelled in tailoring financial strategies to meet individual client needs, significantly enhancing customer satisfaction and loyalty. Expert in financial services and mutual funds, with a knack for leveraging market insights to optimize portfolio performance.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Advisor
Bank Of Montreal Financial Group
03.2024 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
Bank Teller
Bank Of Montreal Financial Group
05.2023 - 03.2024
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
Call Center Representative
Gatestone & Co
01.2021 - 05.2023
- Managed high call volumes while providing exceptional customer support and maintaining professional composure.
- Handled escalated calls professionally, effectively resolving complex issues and ensuring client satisfaction at all times.
- Mastered multiple software systems for seamless navigation during calls, improving efficiency and reducing hold times for customers.
- Enhanced customer satisfaction by efficiently addressing and resolving inquiries in a timely manner.
Education
BBA - Finance
Université De Quebec À Montreal
05.2024
College Degree - Business Administration
Cégep De Bois De Boulogne
01.2020
Skills
Financial services
Investment advice
Loans and Mortgages
Dependable and Responsible
Excellent Communication
Attention to Detail
Credit Analysis
Multitasking
Calm under pressure
Certification
Mutual Fund license (IFSE)
Languages
English
Native or Bilingual
French
Native or Bilingual
Software
Microsoft Excell
Microsoft Access
Windows 11
Mac OS
Timeline
Financial Advisor
Bank Of Montreal Financial Group
03.2024 - Current
Bank Teller
Bank Of Montreal Financial Group
05.2023 - 03.2024
Call Center Representative
Gatestone & Co
01.2021 - 05.2023
College Degree - Business Administration
Cégep De Bois De Boulogne
Mutual Fund license (IFSE)
BBA - Finance
Université De Quebec À Montreal
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