Claudia C Email & Phone Number

Windsor, Ontario, Canada

Work 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.

Windsor Ontario

Responsible 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.

Td Canada Trust

Manage 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.

Mentoring 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.

Manage 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

Identify and cross sell investments to clients.

Providecustomer service, while performing day to day banking transactions for personal and small business clients.

Education record

Banking, Banking And Financial Support Services

Education record

Bachelor Of Business Administration (B.B.A.)

Bachelor Of Business Administration (B.B.A.), Business/Managerial Economics