Alan Van Email and Phone Number
Alan Van work email
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Alan Van personal email
Dynamic business professional with a passion for financial services, sales, advisory roles, and customer service. I am an individual with a strong relationship orientation and pride myself on being able to build long and beneficial relationships with various clients. This factor has allowed me to excel throughout various roles in my career while also climbing the corporate ladder. I have created multiple business opportunities, lending strategies and provided advice on various products. I also have a track record of documented customer success due to the thorough understanding and knowledge of products and the ability to prioritize client needs. Furthermore, I am a proactive problem solver with an extensive history in customer relations and sales. Having worked in various levels of middle management and self-management, I am able to strive in both independent and group environments. Overall, I have developed many transferable skills like being a strong leader, excellent motivational skills, being personable, and always willing to learn and take on new challenges. Career Spotlight: •Beam Spotlight Award Winner in Q4 2015, Q1 2016 , Q2 2016 and Q2 2017•Achieved highest sales in team for 2015 with 195% for sales revenue and awarded ‘Perfect Attendance’ rating 2015 and 2016 assessment•Rewarded ‘High Customer Experience’ in 2017 assessment. Including over 80% renewal rate and retaining business within BMO•Achieved Highest BMO Customer Satisfaction Score with 110% and generated top sales revenue on Lending Team of $2.6m in 2016
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Lending SpecialistBmo Financial Group Nov 2017 - Present•Identify leading-edge tactics to generate leads and build a pipeline of mortgage business•Ensure seamless delivery to the client and ensure flow of business is directed to the appropriate servicing unit•Act as a conduit for feedback from the field by identifying ideas for improving existing products and services and new product opportunities•Proactively seek opportunities to engage in customer focused home financing conversations, with a goal of bringing new customers•Identifying and researching the best solutions that meet our members’ needs and improve their financial well being•Loan administration ranging from inputting financial statements, document preparation to annual reviews and loan payout•Ability to prioritize workload and handle a large volume of calls, while maintaining a professional and personable approach•Stay informed of regulatory policy and procedural requirements to ensure compliance and keep well informed of market/economic conditions as it relates to assessing and analyzing credit risks•Develop and maintain relationships with existing business members and identifies sales and service opportunities making qualified referrals to retail banking and wealth management specialists -
AssociateBmo Financial Group May 2015 - Oct 2017• Assist customers with day to day banking needs and provide an exceptional customer service experience• Ability to problem solve and deal with unique customer demands and questions • Process financial transactions like deposits, withdrawals and bill payments as per standardized operating procedures, industry regulations and BMO's Code of Conduct and Ethics•Understand and determine customer needs to recommend solutions specific to those needs while exercising discretion in confidential matters•Respond and resolve customers' concerns using standard procedures and escalating non-standard activities, as necessary•Achieve assigned goals and business objectives by promoting banking solutions and completing business processes in a timely and accurate manner
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Shift SupervisorStarbucks Apr 2014 - Apr 2015• Maintain a calm demeanor during periods of high volume or unusual events to keep store operating to standard and to set a positive example for the shift team.•Anticipate customer and store needs by constantly evaluating environment and customers for cues.•Assist with new partner training by positively reinforcing successful performance and giving respectful and encouraging coaching as needed.•Provide continuous feedback to store manager on partner performance during shift.•Contribute to positive team environment by recognizing alarms or changes in partner morale and performance and communicating them to the store manager.•Create a positive learning environment by providing clear, specific, timely and respectful coaching and feedback to partners on shift to ensure operational excellence and to improve partner performance.•Deliver legendary customer service to all customers by acting with a customer comes first attitude and connecting with the customer.•Recognize and reinforce individual and team accomplishments by using existing organizational tools and by collaborating with store manager to find new, creative, and effective methods of recognition.•Develop positive relationships with shift team by understanding and addressing individual motivation, need and concerns
Alan Van Education Details
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Journalism
Frequently Asked Questions about Alan Van
What company does Alan Van work for?
Alan Van works for Bmo Financial Group
What is Alan Van's role at the current company?
Alan Van's current role is Experienced Finance & Sales Professional | Lending Specialist | Journalist | BMO.
What is Alan Van's email address?
Alan Van's email address is al****@****bmo.com
What schools did Alan Van attend?
Alan Van attended Wilfrid Laurier University.
Who are Alan Van's colleagues?
Alan Van's colleagues are S Suresh, James Arendell, Arefin Siddique, Chandra Serrattan, Sriteja Kongara, Rama Habrawi, Jana Juhnevica.
Not the Alan Van you were looking for?
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Alan Van Arden
Nelson, Bc -
1deveraux.ca
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