Stephanie Klerks
Almonte,Ontario
Summary
Top-performing professional with substantial experience in banking and finance. Dedicated to establishing long-term relations with customers to demonstrate trust and decrease account closure rates. Adept at understanding customer needs to recommend appropriate banking products. I believe this experience can be applied to many fields
Overview
12
12
years of professional experience
1
1
Certification
Work History
Personal Banker
Bank of Montreal
03.2013 - Current
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
Education
Certificate - Chef Training
Algonquin College
Ottawa, ON06.2006
Languages
English
Full Professional
French
Limited Working
Certification
Licenced to sell mutual funds in Ontario
Timeline
Personal Banker
Bank of Montreal
03.2013 - Current
Certificate - Chef Training
Algonquin College
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