Jeffrey St-Amant Email & Phone Number

Montreal, QC, CA

Montreal, Quebec, Canada

Laval, Quebec, Canada

Montreal, Canada Area

-Work closely with my client's to help manage and grow their business by providing industry insights, best practices and financing solutions. -Demonstrate a thorough understanding of the client’s: financial position, their industry, business model, management capabilities and ability to repay loans by analyzing and understanding their present and future.

Pointe-Claire

-Commercial Banking services the unique needs of Canadian businesses, customizing a broad range of products-The Account Manager works on a team supporting a portfolio of customers-Serve as a trusted business advisor who is sought after for guidance regarding matters relating to the credit facilities that are supporting the clients business strategy

Saint-Laurent, Quebec, Canada

-Manage a portfolio of over 250 small and medium sized businesses with revenues that range from Start-Up to $15M-Commercial lending limits of up to $1.2M-Work with accountants, lawyers, brokers, notaries, appraisers, the bdc and other centres of influence to ensure a professional and efficient experience throughout the complete customer journey.-Complete a.

Vaudreuil-Dorion

-Possess expert knowledge of TDCT products and services, and sound knowledge of products offered by the other bank partners.-Possess comprehensive knowledge of the local market, competitive offers, and economic trends.-Act as the branch resource for all large/complex customer financial needs (i.e. secured lending, mutual funds, etc.)-Provide guidance and.

Vaudreuil-Dorion

-Offer customized financial solutions using a financial planning approach to meet retail customer needs and ensure an excellent indirect mortgage closing experience-Consistently supporting all partners including MDMs, BRMs, BDMs, Mortgage Brokers, and other Centers of Influence to enable an excellent partner experience; On-Boarding all mortgage customers.

Vaudreuil-Dorion

-Assist clients in achieving their financial goals, through assessing their credit, insurance, investment and daily banking needs. Often reducing the cost of borrowing in order to address shortfalls in protection, emergency savings or retirement. -This lead to enhancing my interview skills, telephone sollicitation and the customer experience -Develop.

Vaudreuil-Dorion

-Engage customers in conversation to understand and meet their current and future financial needs by proactively providing them with advice and appropriate products and services-Contribute to the achievement of branch business objectives by meeting or exceeding individual sales & referral goals-Be knowledgeable of and comply with Bank and industry codes of.

English Literature

Certified Financial Services Advisor & Licensed Mutual Funds Representative

Investment Funds in Canada (2011) Personal Financial Services Advice (2013) Financial Planning I (2013)

Insurance Of Persons

AMF exam requirements for title: Financial Security Advisor, Quebec

Dec, Commerce

Business Administration, College/University Preparatory And Advanced High School/Secondary Diploma Program

Transfer to Commerce

Education record