Stefan Markovic
London,ON
Summary
A professional with over 4 years of experience within the banking industry; including sales, relationship building, and servicing clients. An outstanding communicator, proficient at building and developing powerful connections with key contacts. Possess broad understanding of products and financial literacy, including strategies to assess risk and successfully execute plans. A team player who works well with others through effective communication, collaboration, and support.
Overview
11
11
years of professional experience
Work History
Senior Customer Experience Associate
Scotiabank
12.2021 - 08.2023
- Led branch lobby to ensure customers received appropriate triage and assistance
- Cultivated enduring relationships with clients to foster strong rapport
- Achieved branch sales targets by identifying and capitalizing on sales opportunities, like; opening day-to-day accounts, addressing credit needs, generating quality referrals, processing GICs, and conducting educational mobile/ABM demonstrations for clients and colleagues
- Proficient in various computer programs, such as Salesforce, Sales Builder, CRM, TKS, Forms Free Teller, and Microsoft Office/Word/Excel/PowerPoint
- Collaborated closely with Financial Advisors to maximize client opportunities and achieve branch/personal targets and provided support to various client-based tasks
- Conducted follow-ups with clients to ensure their needs were not only met but exceeded
- Functioned as designated "branch technology expert" by proficiently navigating online banking platforms and introducing or assisting clients with mobile banking applications
- Adapted to a target-driven performance environment and contributed positively to a team-oriented work atmosphere.
Customer Experience Associate
Scotiabank
02.2019 - 12.2021
- Proactively engaged in identifying customers' needs and attentively listened to their requests
- Cultivated a robust ability to understand client concerns and adeptly resolve issues through clear communication
- Contributed to meeting branch service targets by consistently exceeding personal service goals
- Executed financial transactions efficiently, adhering to established bank policies and procedures
- Addressed a variety of customer inquiries, like; offering comprehensive information on bank accounts, policies, products, and services in a timely manner
- Evaluated individual customer needs, and recommended appropriate products and services accordingly
- Resolved all service-related issues promptly
- Well-versed in various computer programs, including Microsoft Office, Excel, PowerPoint, Forms Free Teller, TKS, CRM, Sales Builder, and other universal applications
- Continuously enhanced and adapted product knowledge to stay current with evolving products and corporate system implementations
- Diligently followed ‘End of Day’ procedures and actively participated in securely closing the branch in accordance with specific bank policies.
Marketing Coordinator / Assistant Manager
Marky’s Crepe Café
01.2013 - 09.2020
- Independently and efficiently prepared crepes while managing food stock effectively
- Respond to customer orders professionally and promptly
- Trained staff in cash handling, customer service, and equipment operation
- Oversaw employee scheduling, task delegation, and coaching
- Enforced health, safety, and safe food handling guidelines
- Promoted the business regularly by creating posts on social media platforms (Facebook, Instagram, Twitter), which featured weekly updates and specials including display pictures of restaurant products
- Planned and executed marketing campaigns via social media, partnered with business websites and promoted on platforms like Groupon
- Urbanspoon, and UberEats
- Generated content for public relations through collaboration with local radio stations, magazines, and local college (Fanshawe) and university (UWO) newspapers
- Contributed to designing promotional materials, from graphic design, to content writing, and menu creation
- Innovate seasonal and community-related products to sell at events, such as Western University's homecoming and Victoria Park's Sun Fest.
Education
Honours Bachelor of Commerce - Management
Fanshawe College
London, Ontario2025
Advanced Diploma - Business Leadership and Management
Fanshawe College
London, Ontario2019
General Diploma - Business
Fanshawe College
London, Ontario2018
Skills
- Effective Communication
- Positive Attitude
- Product Knowledge
- Interpersonal Skills
- Written Communication
- CRM Software
- Critical Thinking
- Adaptability
- Attention to Detail
- Computer Literacy
- Time Management
- Relationship Building and Management
Languages
English
Native or Bilingual
Serbian
Native or Bilingual
Croatian
Native or Bilingual
Timeline
Senior Customer Experience Associate
Scotiabank
12.2021 - 08.2023
Customer Experience Associate
Scotiabank
02.2019 - 12.2021
Marketing Coordinator / Assistant Manager
Marky’s Crepe Café
01.2013 - 09.2020
Honours Bachelor of Commerce - Management
Fanshawe College
Advanced Diploma - Business Leadership and Management
Fanshawe College
General Diploma - Business
Fanshawe College
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