Sonia Azimi
Newmarket,ON
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Motivated to maintain customer satisfaction and contribute to company success. Dynamic and reliable with exceptional customer service and communication skills.
Overview
4
4
years of professional experience
3
3
years of post-secondary education
2
2
Certifications
Work History
Financial Advisor
Scotiabank
7 2014 - 2 2019
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Analyzed their needs and recommending appropriate strategies and solutions to help them achieve their goals
- Managed risk effectively through careful analysis of clients'' needs and portfolio diversification strategies.
- Conducted detailed analysis of clients current financial situation, including risk assessment, cash flow management, and retirement planning
Client Support Representative
Scotiabank
11.2011 - 06.2014
- Contributed to team goals by consistently meeting or exceeding performance metrics in areas such as first call resolution, customer satisfaction, and productivity.
- Consistently delivered the desired customer experience
- Provided administrative and service support to the team
- Resolved customer service and maintenance inquiries
- Generated quality referrals for the sales team
- Collaborated with other departments to resolve customer issues quickly.
Client Service Representative
Scotiabank
10.2010 - 11.2011
- Exhibited high energy and professionalism when dealing with clients and staff.
- Asked probing questions to determine service needs and accurately input information into electronic systems
- Utilized active listening skills to identify customer needs and provide appropriate solutions.
- Adapted quickly to changes in company policy or procedures while maintaining excellent service standards for existing clients.
- Supported sales team in closing deals with thorough product knowledge and exceptional customer care.
Education
Business Administration -
Seneca College
05.2006 - 05.2009
Skills
Certification
Mortgage Agent Certificate
Timeline
Client Support Representative
Scotiabank
11.2011 - 06.2014
Client Service Representative
Scotiabank
10.2010 - 11.2011
Business Administration -
Seneca College
05.2006 - 05.2009
Financial Advisor
Scotiabank
7 2014 - 2 2019
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