Seasoned professional in the Financial Services industry, with many years of client-facing roles. Excellent customer service skills, both oral and written. Highly organized and enjoys working in a team environment.
Overview
18
18
years of professional experience
Work History
Senior Sales Associate
BMO Bank of Montreal
08.2001 - 05.2019
A 40+ year career in the financial services industry.
Retired from BMO Bank of Montreal May, 2019.
My final role and responsibilities with BMO involved the sale and support of Treasury Management products to a portfolio of cross-border (Canada/USA) corporate and commercial clients.
Prior to BMO, I held various roles with TD Bank, ranging from Customer Service Representative to Product Analyst.
Education
High School Diploma -
Notre Dame High School
Ottawa, ON
Skills
Excellent Client Service skills
Strong verbal and written communication
Ability to work very well within a team environment