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.
• 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.

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