Manager, Financial ServicesManager, Customer ServiceCustomer Service OfficerCustomer Service Representative
Wesbc
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Business Development ExecutiveWesbc Jan 2018 - PresentWindsor, Ontario, CanadaWork with the existing products/services to find new channels and markets for distribution; research and recommend new products/services; explore and negotiate acquisitions of other companies; analyze and present joint venture concepts (working with other businesses or brands that may be synergistic); find ways to sell more products/services to new and existing customers by adjusting current systems and marketing approaches; explore and stay abreast of competition in an attempt to find and maintain a competitive edge and diversify clientele.
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Senior Account ExecutivePrivate Jan 2015 - PresentWindsor OntarioResponsible for achieving sales and/or profitability objectives, typically from new clients or accounts. ... Achieving assigned sales targets. Prospecting and developing new client relationships within a defined geography or market.
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Manager Of Financial ServicesBank Dec 2007 - Jun 2008Td Canada TrustManage a team of 10 Financial Service Representatives and Advisors towards achieving company goals and maintaining industry standards.Coach and develop Sales Team. Lead and coach team on advice giving strategies to improve the overall customer experience by identifying referral/advice opportunities, credit and lending opportunities. Adapt branch plan to meet goals and objectives by builiding customer relationships.Motivate team to meet sales revenue goals.Deliver service presentations and campaign marketing objectives.Manage the day to day operations of the branch, assisting clients, focusing on establishing customer relationships through personal banking opportunities.Compliance officer, ensuring necessary documents and applicatiions meet quality standards.
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Branch Manager TraineeTd Canada Trust Sep 2007 - Dec 2007Mentoring with Branch Managers, with the day to day functions and operations of the branch.Compliance with credit documents.Coach and develop Sales team to identify credit and investment opportunities. Lead and advise team on these opportunities. Deliver service presentations and campaign marketing objectives.
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Manager, Customer ServiceTd Canada Trust May 2002 - Sep 2007Manage a team of 23 Customer Service Representatives towards achieving company goals and maintaining industry standards.Coach and develop Service Team. Lead and coach team on advice giving strategies to improve the overall customer experience by identifying referral/advice opportunities. Adapt branch plan to Customer Service Team goals and objectives.Motivate team to meet sales revenue goals.Deliver service presentations and campaign marketing objectives.Manage the day to day operations of the branch, assisting clients, focusing on establishing customer relationships through personal banking opportunities.Payroll inputQuality Control
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Customer Service OfficerTd Canada Trust Aug 1988 - Jan 1992Identify and cross sell investments to clients.
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Customer Service RepresentativeTd Canada Trust Jul 1987 - Jul 1988Providecustomer service, while performing day to day banking transactions for personal and small business clients.
Claudia C Education Details
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Ontario Business CollegeBanking And Financial Support Services -
Assumption Highschool -
Bachelor Of Business Administration (B.B.A.) -
Business/Managerial Economics
Frequently Asked Questions about Claudia C
What company does Claudia C work for?
Claudia C works for Wesbc
What is Claudia C's role at the current company?
Claudia C's current role is Business Development Executive at WESBC.
What schools did Claudia C attend?
Claudia C attended University Of Windsor, Ontario Business College, Assumption Highschool, University Of Windsor, University Of Windsor.
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Claudia N.
Canada -
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