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
Management and Leadership skills
Strong Customer Service skills and Problem Solving skills
Customer Relationship Management
Results Driven and Client Focused
Goal Planning
Retirement planning
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