Eric T. Email & Phone Number

St John’S, Newfoundland And Labrador, Canada

St John’S, Newfoundland And Labrador, Canada

St. John'S, Nl

• Worked with Account Managers around the world to develop new sales opportunities.• Coordinated numerous departments to process and ship equipment orders on a global scale.• Supported new product roll-out by refining processes and receiving orders.• Assisted existing customers with account maintenance.• Interpreted and distributed customized reports to Account Managers.• Trained new team members.

St. John'S, Nl

• Set up and modify billing, communicating with Sales teams as well as customers directly.• Worked on system testing of a new billing system.• Helped develop new billing procedures for everyday tasks.• Met with developers to help identify problems ahead of system release.• Continue to support billing team with problem-solving and continued testing of the new system.

St. John'S, Nl

• Managed $5M international account portfolio by building and maintaining business relationships.• Contacted customers to collect outstanding debts owed to Inmarsat.• Negotiated and coordinated payment arrangements.• Performed account reconciliations and organization.• Used Microsoft Excel extensively and developed macros to improve the department’s efficiency.• Trained co-workers to write macros and use Excel functions to assist with their daily work.

Barrie, On

• Developed relationships with clients to understand their needs; analyzed entire financial picture to create an action plan to reach their goals.• Advised clients on investment and credit strategies. This included developing investment portfolios as well as rearranging debt to minimize interest costs and maximize cash flow.• Worked with small business owners to identify and implement operating account and credit solutions.• Top new District mutual fund advisor achieved by having highest long-term mutual fund sales.

Barrie, On

• Promoted quickly after one month in a Customer Service Representative role to the Financial Services Representative position responsible for selling CIBC products and services.• Nominated for a quarterly Achievement award for exceeding sales targets, providing outstanding customer service and effectively leading branch campaigns.• Consistently exceeded mortgage referral targets, helping the Mortgage Specialists gain new business from competitors.

St. John'S, Nl

• Managed groups of new employees ranging from 20 to 30 individuals to introduce them to the company and provide systems and procedure training• Provided continuing training as needed for approximately 100 employees.• Tracked and prepared reports on department budget.• Developed supplemental training materials.

Bad Tolz, Germany

• Set learning goals for English classes.• Led extra-curricular conversation class.• Developed lesson plans.• Conducted English classes for students aged 12 to 20.

B. Comm, Finance

Passed work term with distinction

B.A., German

H.H. Jackson Scholarship in German Faculty of Arts Dean's List Swiss Ambassador's Prize in German

Professional Financial Planning Course (Pfpc), Advanced Standing

Canadian Securities Course (Csc)