Jay Tank Email & Phone Number

Sarnia, On, Ca

Sarnia, Ontario, Canada

• Taking a proactive approach to discovering customers needs, listening to understand what they are asking for;• Building customer’s comprehensive plans using a holistic approach to help them achieve their goals;• Nurturing strong, long-standing relationships;• Educating customers, providing relevant insights and expert advice;• Complying with regulatory requirements related to privacy, Anti-Money Laundering (AML), Anti-Terrorist Financing (ATF), KYC requirements, financial consumer agency of Canada (FCAC), Canada deposit insurance corporation (CDIC) as well as OHS.• Significant knowledge in Retail Banking, Financial Planning, Mortgage Lending as well as coaching peers.

Sarnia, Ontario

•Acting as a Lobby Manager – Customer focused culture to deepen client relationships and leverage broader Bank relationships, system and knowledge.•Acting as an ambassador and advocate for the digital & self-service banking experience.•Escalating issues that require additional resources to ensure resolution, taking accountability by referring the customer to the appropriate person or resource. •Developing, retaining and growing the branch business by delivering a positive customer experience (C-Pulse) •Contributes to the quality & efficiency of branch operations and maintains compliance with regulatory & internal bank guidelines to minimize bank’s risk exposure. •Responding customer needs by referring all sales opportunities through sales builder.

Sarnia, Ontario

- Increase customer satisfaction and loyalty through service excellence by:Delivering the desired customer experience by consistently applying the Service Standards during all customer interactions- Strengthen and retain profitable customer relationships through sales support by:Developing a clear understanding of the Branch’s financial and non-financial goals;Promoting the Bank’s products/services;

Sarnia, Ontario

- Participate in a weekly floor sets to update product inventory and promotional display.- Analyse consumer buying behavior and develop appropriate advertising suggestion.- Execute daily transactions and operations of customer queries.

Rajkot Area, India

- Presenting complex commercial deals and information to strategic clients. - Prepare paperwork for new accounts, applications, financial transaction in accordance with guidelines set by credit union- Maximizing project understanding with market data.

Business Management - International Business, International Business

Bachelor'S Degree, Business Administration And Management, General