Financial Services Officer - Mfda
Current• Successfully assisted customers in improving their financial health through financial counseling, including budget reviews and investment management.• Effectively explained the benefits of both registered and non-registered accounts to clients.• Accurately documented all sales transactions and met quarterly goals consistently.• Contributed to the bank's internal client referral system.• Delivered efficient and professional customer service to customers.• Built strong relationships with team members.• Conducted client interviews to assess their RESL needs and managed mortgage renewals with a 100% success ratio.• Prepared and submitted RESL application packages, achieving approval on the first attempt.• Provided comprehensive support for mortgage and home equity line of credit maintenance.• Applied risk and due diligence policies when extending credit, managing delinquent accounts, and overseeing mortgage renewals.
