Ashley Finlayson
100 mile house
Summary
At BMO Bank of Montreal, I excelled as a Personal Banker, where my expertise in relationship building and branch operations significantly enhanced customer satisfaction. Leveraging strong problem-solving skills, I adeptly managed banking needs, from account services to investment advice, leading to a notable improvement in client engagement and trust.
Overview
7
7
years of professional experience
Work History
Personal Banker
BMO Bank of Montreal
09.2017 - Current
I assist customers with their various banking needs, this includes opening bank accounts, business accounts, estate accounts.
Applying for loans and mortgages as well as being mutual fund qualified allows me to have a more broad and full discussion about future needs with savings/investments. I provide advice and guidance to every customer that walks into my office/branch.
I started out as a bank teller which includes everyday banking, deposits, with drawls and escalating clients concerns/issues when they come into branch.
Education
No Degree - Banking And Finance
University of The Fraser Valley
Abbotsford, BC04-2017
Skills
- Relationship building
- Branch operations
- Customer service
- Customer satisfaction
- Management
- Problem Solving
Conference of the Stars 2023
In 2023 excelled in my targets by 132% and won a trip to the Bahamas's from BMO for my outstanding achievements.
Timeline
Personal Banker
BMO Bank of Montreal
09.2017 - Current
No Degree - Banking And Finance
University of The Fraser Valley
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