• Proactively engaged with clients in order to uncover banking needs, provide advice, and identify sales and referral opportunities• Proven track record working on financial tasks which require high attention to detail• Actively participating and presenting on new products and offerings in weekly team meetings • Demonstrated a strong work ethic and desire to succeed with a career in the highly competitive financial industry

• Supported the wholesale lines of the business by proactively communicating with clients to coordinate payment collections and arrange client meetings• Monitored product inventory through company software and Excel datasheets to calculate the most cost-effective re-order points • Used company software and Excel to update product database in order for stock and shipments to be accurate

• Proactively engaged with all patients and developed strong conflict resolution and communication skills when dealing with patients • Liaised with Pharmacists, Doctors, and other healthcare providers regarding patient treatment plans • Responsible for distributing harm-reduction supplies and demonstrating how to use harm reduction kits supplied by the clinic