Ana Jimenez Email & Phone Number

Vancouver, Bc, Ca

Vancouver, British Columbia, Canada

Vancouver

Vancouver, Canada Area

Vancouver, Canada Area

North Vancouver, Canada

• Accurately processed up to 150 complex transactions per day: drafts/OCs, deposits, withdrawals, payments, transfers and foreign currency transactions as per client needs.• Maintained client confidentiality before, during, and after client left our Financial Spa.• Engaged clients in conversation to better understand their banking and investment fits of company services and products.• Applied and upheld branch policies and controls to meet complex provincial and federal compliance requirements.

North Vancouver, Bc

• First point of contact between clients and sales and therefore greeted, directed, and assisted client needs to deliver excellent customer service in person or by operating the switchboard, answering all incoming calls and handling caller inquieries.• Maintained client confidentiality about recent transactions and purchases, as to protect their personal information held on file.• Accurately completed paper and e-filing of invoices and forms containing sensitive information on company software (Reynolds, CDK).

North Vancouver, Bc

Whistler, Bc