Jonathan Da Costa Email & Phone Number

Mississauga, Ontario, Canada

Responsible for administering and maintaining numerous registered and non-registered accounts using ethical standards, policies and procedures Ensure client privacy is maintained and probing for suspicious activity and money laundering patterns while following the “Know Your Client” principlesAssist the department in reaching goals through highly effective.

Toronto, Ontario, Canada

Provided information and enhanced the client experience for existing and potential clientsSubject matter expert for clients regarding personal and registered accounts, and credit productsPoint person for contact resolution while maintaining client confidentialityAssisted clients in meeting their financial goals and objectives by investigating client.

Toronto, ON

Developed and led training sessions to improve agent success in both quality of service provided and how to effectively promote products to achieve sales targetsProvided constructive feedback, scored, and provided advice to call centre agents to ensure company quality and sales standards were met and maintained

Toronto, Canada

Ensured current and new client needs were matched with the best solution by promoting company products and services to achieve sales targets using cross-selling and up-selling methods Performed various outbound, investigative and follow-up calls to clients to resolve complex concerns and courtesy calls to create client awareness regarding available.

Mississauga, ON

Handled incoming customer calls to provide solutions to client issues dealing with personal accounts, credit, mortgages and investmentsProactively promoted company products and services to match client needs and ensure client satisfactionDealt with dissatisfied client issues and concerns to regain their trust and retain their business

Bachelor Of Business Administration, Business Administration And Management, General, Honours

Business Administration Advanced Diploma, International Business, Honours

Business Administration Diploma, Business Administration And Management, General, Honours