TOM Z.

• Client Relationship Management:

- Build and maintain strong relationships with merchants, understanding their specific needs and challenges.

- Act as the primary point of contact for clients, addressing their inquiries and resolving issues : fees, charges, equipment malfunction and others.

- Streamlined account management processes for improved efficiency and client retention.

- Regularly communicate with clients to ensure satisfaction and identify opportunities for growth.

• Sales and Business Development:

- Retain the merchant when possible by offering a rate review.

- Identify and pursue new business opportunities within the assigned territory or client base.

- Coordinate and lead requests that involve onboarding a new legal entity for new and existing clients.

- Present and promote Global Payments' payment solutions to potential and existing clients.

- Achieve sales targets and contribute to overall revenue growth.

• Payment Solutions Expertise:

- Advise merchants the best point of sales solutions accordingly.

- Possess a strong understanding of payment processing technologies and solutions.

- Advise clients on the best payment solutions to meet their specific needs and industry requirements.

- Stay up-to-date with industry trends and best practices in payment processing.

• Customer Service and Support:

- Provide excellent customer service and support to clients, addressing their questions and concerns promptly and effectively.

- Troubleshoot technical issues and escalate them to the appropriate teams as needed.

- Follow up and maintain communication with all departments to ensure that clients’ solutions are delivered in a timely and seamless manner.

- Develop interpersonal relations to establish and maintain relationships with clients, business partners and colleagues.

- Ensure client satisfaction.

• Collaborate directly with financial advisors through phone calls, providing support and assistance
• Conduct research and investigations based on information provided by advisors
• Answer inquiries related to BMO mutual funds, including transfer codes, fund codes, savings account types, RRSPs, RESPs, TFSAs, etc
• Utilize AWD (Automated Workflow Distributor) to create tickets for modifying, adding, or removing information or financial transactions
• Send rejection notices with valid information on necessary amendments via fax
• Prepare and produce various reports, including statements, capital gains or losses reports, matured fund reports, transaction reports, redemption reports, tax slips, etc
• Results-oriented and customer-focused professional with experience in customer service and financial advisory
• Seeking a position in a marketing company to leverage my skills in client communication, research, and problem-solving, and contribute to the company's growth and success

• Managed AFE (Quebec) and OSAP (Ontario) files for student financial aid
• Conducted information sessions to help students understand the financial aid system
• Operated information booths during Cegep's open house events to promote financial aid
• Developed web content to enhance awareness of available financial aid options through the Omnivox platform
• Presented new scholarships to internship coordinators based on program requirements
• Advised students on the best loans and grants according to their individual situations
• Ordered reports and verified their accuracy, making necessary corrections (Contact - AFE/OSAP)
• Generated student lists for Plan Major (Insurance company) by ordering relevant reports

• Performed admissions and registration related transactions and transmissions
• Provided assistance during the audit process to ensure compliance
• Kept Student Services management informed by providing various reports
• Updated the Student Services Coordinator on student residency status
• Participated in the budget preparation process and initiated budget revisions
• Collected financial information to assist in the preparation of annual and quarterly financial reports, long-term funding, etc
• Collected and verified documents related to Quebec residency and student records

• Respond to students' questions via phone and in-person, delivering excellent customer service
• Greeted and directed customers to provide a positive experience
• Processed tuition payments accurately and efficiently
• Managed transcript requests to ensure timely delivery
• Ordered office supplies to maintain adequate inventory levels
• Handled the distribution of diplomas to students, ensuring accuracy and attention to detail