Valentina Villate
Mississauga,ON
Overview
5
5
years of professional experience
Work History
PERSONAL BANKING ASSISTANT MANAGER
BMO Financial Group
01.2022 - Current
- Leading team of 5-18 associates focusing on employee development and maximizing business growth through performance management, training and coaching.
- Monitoring sales and implementing new policies to identify successes and areas of opportunity which lead to receiving 65 beam recognitions from colleagues, senior management and associates.
- Developing team strategies and providing intensive coaching support to tenured as well as newly hired associates resulting in increased performance from third quartile to second quartile under senior manager.
- Managing customer escalations, high-risk cases and offering tailored financial solutions resulting in recognition of winning Q4 Spotlight award for 2022.
- Maintained confidentiality of private banking information with discretion, diplomacy and professionalism.
- Completed e-learning plan and bank privacy training and maintained up-to-date banking knowledge.
CREDIT CARDS ASSOCIATE
BMO Financial Group
01.2021 - 12.2021
- Handling average of 75-100 inbound calls daily in high-volume, fast-paced environment with regards to credit cards and everyday banking concerns.
- Utilizing critical thinking to remain solution-focused and recognize big picture as well as providing technical and troubleshooting support.
- Surpassing targets of average handle time, customer experience surveys and revenue resulting in winning Q4 Beam Award for 2021.
- Identifying opportunities to help customers through cross selling of different BMO products such as mortgages, lines of credit and credit cards.
- January training class of 2021 recipient of Being BMO award.
STUDENT PARTNER/EDUCATION RESEARCH ASSISTANT
Macpherson Institute McMaster University
10.2019 - 04.2020
- Co-development and co-facilitation of workshops around human-centered design topics such as Financial Viability, Prototyping, Team Management, and more.
- Synthesizing constructive and actionable feedback to students on their project deliverables. Practice of McMaster University’s Principles of Community Engagement.
SALES ASSOCIATE
Ted Baker London
05.2019 - 10.2019
- Exceeded weekly sales goals ($2000 in single sale), resulting in increased store performance, which ultimately led to team bonus.
- Active member in Ted's School of Excellence program in order to become best possible salesperson for store and brand in general.
- Created personal client base of approximately 70+ loyal customers.
SALES ASSOCIATE
Ecko Unltd
06.2018 - 12.2018
- Enhanced speed and service to clients by practicing attentiveness in seeking out customers to assist across sales floor.
- Enthusiastically conversed with customers about purchase needs and available products in order to create comfortable environment.
Education
Bachelor of Arts - Major in Economics
McMaster University
Hamilton, ON06.2021
Skills
- Diplôme d’Études En Langue Français (DELF) B1 Certified - Proficient in French
- Bilingual in both Spanish and English (verbal and written)
- Effective communication and coordination between different departments and diverse teams
- Experience using Microsoft Office (Word, Excel, PowerPoint)
- Self-motivated and consistent positive attitude
- Excellent organization skills, time management skills and meeting tight deadlines
- De-escalation and efficient problem solving
- Banking products knowledge
- Personal development instruction
Extracurricular and Volunteer Activities
Winning Culture Ambassador Award Creator
- Co-created new award to be given out every quarter in order to engage associates and management to encourage winning culture behaviors.
BMO Latino Alliance
- Take part in the Enterprise Resource Group through attending and volunteering at events.
Employee Giving Campaign Ambassador
- Promoted campaign and benefits of donating to United Way or charity of choice.
- Inspired engagement by setting goals and planning virtual engagement activities.
- Invited team to participate and consider making donations resulting in 100% participation rate in team.
- Informed and answered all questions about campaign, the donation platform and BMO’s partnership with United Way.
President of the McMaster Global Water Brigade
- In response to the global water crisis, my team created and organized the first Water chapter for Global Brigades at McMaster University.
- Projected to work alongside local communities and technicians in Honduras to implement clean water systems, ensuring safety and availability of water.
- Working towards developing communities and helping them become self-sufficient.
Community Solutions Developper - MacChangers
- Collaborated with an interdisciplinary team of individuals to develop unique and sustainable solution to transportation issues currently facing the City of Hamilton.
- Utilized teamwork to conduct research and interview professionals working in Hamilton’s transportation sector, in order to come up with innovative way to increase public transit ridership.
- Created effective prototype for the projected solution and presented to panel of industry experts in an engaging way, resulting in powerful presentation and acceptance of our project.
Nexus Case Competition Delegate
- Collaborated with a group of four other members utilizing research and analytical skills in order to propose a solution for a hypothetical 200 000 person community. The solution being to allow Canada to not only meet its goal for greenhouse gas emissions, but also nurture a generation of sustainable thinking to help reduce Canada's carbon footprint.
- Received top five in case competition by effectively delivering a report and presentation to notable judges.
Timeline
PERSONAL BANKING ASSISTANT MANAGER
BMO Financial Group
01.2022 - Current
CREDIT CARDS ASSOCIATE
BMO Financial Group
01.2021 - 12.2021
STUDENT PARTNER/EDUCATION RESEARCH ASSISTANT
Macpherson Institute McMaster University
10.2019 - 04.2020
SALES ASSOCIATE
Ted Baker London
05.2019 - 10.2019
SALES ASSOCIATE
Ecko Unltd
06.2018 - 12.2018
Bachelor of Arts - Major in Economics
McMaster University
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