Greg Bartman Email & Phone Number

Welland, ON, CA

St Catharines, Ontario, Canada

St Catharines, Ontario, Canada

Port Colborne, Ontario

- Within approval limits approve or provide recommendations on less complex credit products such as loans, lines of credit, and credit cards based on thorough, accurate and appropriate credit interviewing and underwriting skills- Provide investment advice by identifying and promoting Meridian investment offerings and wealth solutions that fit and meet our.

- Be an effective team player working co-operatively with your peers within the branch and across Meridian including corporate office and other delivery partners.- Develop goals with Manager that are clearly defined, measurable and achievable, and align them to business unit and strategic priorities for Meridian. Establish a personal learning plan to.

• First Quartile among CSR’s in the Niagara District based on closed referral target through the first two fiscal quarters of 2013
• Created a positive client experience by understanding and meeting clients needs quickly, professionally and accurately, resulting in a increase in client satisfaction
• Identified new sales opportunities and making quality referrals to colleagues
• Complied with a strong code of ethics while adhering to and protecting client privacy, as well as following government regulations

Niagara Region, Ontario

• Managed, sold, and delivered weekly sales volume of up to $35,000 per route
• Provided customers with consistent, reliable product delivery and merchandising, which continued and strengthened relationships.
• Kept customers informed of their store’s performance, new promotions and products resulting in development of communicational and interpersonal skills as well as resulting in an increase in sales
• Provided suggestions to customers on how to grow their business and increase their profits
• Resolved inventory overages/shortages in a timely and accurate manner resulting in greater operational efficiency for the company.