William Stocks
Prince Albert,SK
Summary
Dynamic personal banker with a proven track record at Bank of Montreal, excelling in relationship building and customer satisfaction. Leveraged strong interpersonal skills to foster trust and drive new business through tailored financial solutions. Expertise in cash handling and compliance ensures seamless operations while enhancing client experiences.
Overview
23
23
years of professional experience
Work History
Personal Banker
Bank of Montreal, BMO
Prince Albert, SK
08.2008 - 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.
Parking Enforcement Officer
Burrough of Hackney
Hackney
01.2006 - 12.2006
- Enhanced public safety by patrolling assigned areas and enforcing parking regulations.
- Responded to calls in both routine and emergency situations.
- Wrote and issues citations or warnings to owners of vehicles.
- Improved traffic flow through diligent monitoring and enforcement of parking restrictions.
Sales Agent
Neopost
Romfort
03.2005 - 12.2005
- Developed strong relationships with clients through excellent customer service and regular followups.
- Assisted call-in customers with questions and orders.
- Explained features and advantages of Type products or services to promote sales.
- Expanded client base by diligently prospecting new leads and effectively presenting product offerings.
Bank Teller
First National Bank
Pretoria
01.2003 - 12.2004
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
- Wrote and distributed customer correspondence.
Education
B.Commerce Marketing - Commerce
University of Pretoria
Victoria, BC12.2004
Skills
- Relationship building
- Branch operations
- Customer service
- Customer satisfaction
- Client relationship management
- Positive attitude
- Cash handling
Languages
English
Full Professional
Timeline
Personal Banker
Bank of Montreal, BMO
08.2008 - Current
Parking Enforcement Officer
Burrough of Hackney
01.2006 - 12.2006
Sales Agent
Neopost
03.2005 - 12.2005
Bank Teller
First National Bank
01.2003 - 12.2004
B.Commerce Marketing - Commerce
University of Pretoria