Jesse Mitchell Email & Phone Number

Blyth, ON, CA

Seaforth, Ontario, Canada

Guelph, Ontario, Canada

• Work with clients to determine the best everyday banking solutions for them.
• Understand client's investment needs, and work with them to develop an investment plan tailored to their specific needs and comforts.
• Develop lending deals with clients to help them with financing, real estate purchases, and any other borrowing needs they may have.
• Get to know our clients to provide the best possible service based on their unique situation, as well as what products to recommend to enhance their financial health.
• Provide on-going monitoring and support to ensure that clients are aware of any maturities, promotions, and other opportunities that are available to them.
• Work closely with colleges, and provide referrals for our clients when a different expertise is required to assist in their finances.

Ontario, Canada

• Assist clients with their everyday banking transactions.
• Look for opportunities to provide client with financial products that will benefit them.
• Send referrals to qualified partners to work with clients for their investment and lending needs.
• Develop meaningful relationships with our clients to better understand their individual financial needs.
• Provide support and information to clients about our products and services available to them.

41 Massey Rd.

• Responsible for allocating responsibilities to team members and ensuring targets and deadlines were met in accordance to construction schedules.
• Met with suppliers to negotiate prices and purchase materials.
• Met with customers to showcase work and resolve problems with their product.
• Ensure that shop is complying with all safety regulations set out by the government of Ontario and product is complying to all engineering requirements set by CPCI and in-house engineers.
• Work to provide ongoing improvement of shop procedures to increase efficiency by improving rebar tying procedures, mould building procedures, and concrete stripping procedures.
• Perform quality inspections on product and record results for company and customer records, and to prove compliance with CPCI concrete standards.

Guelph Ontario

• Coordinated team to run shift efficiently and provide quick service to customers in absence of Head Manager.
• Ensured adequate amount of product available while reducing waste.
• Worked to enhance customer experience by providing quick and friendly service.
• Ensured that customer satisfaction was the top priority of the team, and resolved and customer complaints as they came up.
• Met sales targets by focusing on upselling products with team members.
• Closed the store at night by completing money counts, inventory counts and paperwork after close.

Business - Finance Diploma, Financial Planning And Services, 3.76

Learned the basics of business management and a strong focus on Financial Planning, including the core and advance curriculum for the CFP.

Highschool Diploma.