Ben Lloyd Email and Phone Number

• Review applications from families that are applying for child care subsidy to assess eligibility with BC's affordable child care benefit program.

• Engage with several clients every day to meet their immediate and future needs, offer advice, handle objections and complete sales for both personal and small business clients.• Proactively contact clients by phone to identify potential client needs, and schedule appointments to further discuss clients’ opportunities.• Seek to understand and advise clients based on a comprehensive financial planning approach including cash management, credit, investment and wealth protection.•… Show more • Engage with several clients every day to meet their immediate and future needs, offer advice, handle objections and complete sales for both personal and small business clients.• Proactively contact clients by phone to identify potential client needs, and schedule appointments to further discuss clients’ opportunities.• Seek to understand and advise clients based on a comprehensive financial planning approach including cash management, credit, investment and wealth protection.• Demonstrate the benefits and assist clients in using all channels such as Bank Machines, Telephone Banking, Mobile and Online Banking.• Resolve client problems quickly and/or refer to colleagues, as appropriate. Show less

• Was awarded with the Quarterly Achiever Award for the fourth quarter of the 2016 fiscal year. Also, I received an award of excellence for Q3, Q4, and the entire 2016 year. These awards were a result of me getting lots of referrals, being extremely respectful (to clients and co-workers), and working hard to make CIBC great.• Acted as a temporary Financial Services Associate for our imperial services clients. I had the opportunity to learn a lot about business accounts, opening banking… Show more • Was awarded with the Quarterly Achiever Award for the fourth quarter of the 2016 fiscal year. Also, I received an award of excellence for Q3, Q4, and the entire 2016 year. These awards were a result of me getting lots of referrals, being extremely respectful (to clients and co-workers), and working hard to make CIBC great.• Acted as a temporary Financial Services Associate for our imperial services clients. I had the opportunity to learn a lot about business accounts, opening banking products, and how we serve our high value clients.• With my enthusiasm for sales and my friendly attitude towards co-workers I created a positive work environment where we are all striving to get sales and to learn from each other. Show less

• Reflecting on the statements from third party's like WorksafeBC I match EFT payments to customer accounts.• Using phone and email I assist branches across Canada correct the errors they posted and I help them write-off accounts receivable that they can't collect.• We have managed to reduce the number of service request tickets (for an accounts receivable adjustment) from over 2000 to under 10. Previously our branches would need to wait about a month to receive help with their… Show more • Reflecting on the statements from third party's like WorksafeBC I match EFT payments to customer accounts.• Using phone and email I assist branches across Canada correct the errors they posted and I help them write-off accounts receivable that they can't collect.• We have managed to reduce the number of service request tickets (for an accounts receivable adjustment) from over 2000 to under 10. Previously our branches would need to wait about a month to receive help with their accounting issues, now they wait less than a day. Show less

• Using Tax Cycle and Dox Cycle I input clients’ tax information into their tax returns and scanned donations and medical expenses.• Prepared invoices using Sage 50 Accounting.• Answered phone calls, scheduled appointments, and assisted clients when they came in to drop off their tax documents.

• Organized all the windows on the floor in accordance with the blueprints that the architect gave us.• Working in a team environment I installed all of the windows at the Promontory site.

• Advised the CEO and CTO of the company in the branding of SwiftLaunch.• Analyzed the competitive environment for SwiftLaunch in order to assess how they can most effectively differentiate themselves.• Managed and created twitter and wordpress content to communicate SwiftLaunch’s brand.• Assisted in the recruitment of creatives for marketing communications.

• Educated site collection administrators of mostly government organizations on how to build and manage SharePoint intranet sites.• By applying a workflow to a database I was able to fill out all missing information. Then I used a content query web part to make it easier to find desired data from the database.• Presented “how to make custom menu buttons” at a SharePoint users conference.

• Completed industry analysis on agriculture industries to assess risks, find opportunities, and evaluate whether these investments are good choices for the company.• Utilized email and phone to contacted international experts of farmland leasing and urban agriculture.• Presented research findings at weekly department meetings.

• Completed cold calls and door to door sales of dog licenses to difficult customers.• Mapped out the most effective sales paths and took into account scheduled meetings and appointments to cut costs and increase sales.

• Working in teams I assisted cooks in the preparation and service of food for over 200 naval officers per meal.

• Effectively coordinated the parking for all Base Logistics employees, using a complex data base to record client file information.• Sorted and filed employee vacation records.

• Created plaster molds of clients’ mouths using a disc sander, carving knife, and an impression. Measuring by eye, I ensured that there was only 2 millimeters of space between the part of the mold that holds useful information and the outer edge of the mold.