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 and efficient practicesRecognized for exceptional interpersonal and training skillsProvide on board training… Show more 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 and efficient practicesRecognized for exceptional interpersonal and training skillsProvide on board training for new staffMember of the Innovation Committee responsible for creating new and innovative processes for improving the department Show less

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 concerns and offering appropriate solutions, products, and services to ensure client satisfactionSales Prime… Show more 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 concerns and offering appropriate solutions, products, and services to ensure client satisfactionSales Prime responsible for ensuring that team sales targets were attained while keeping the members motivatedNet Promoter Score (NPS) Prime responsible for ensuring the team was aware of current NPS results and provided assistance on how to achieve promoters for the companyAchievements include:- Recipient of the 2018 Q2 Achiever Award of Excellence given to the top 25 percent of Financial Services Representatives within the organization across the country- Multiple monthly Excel awards for leading my team with the best client service- Several monthly Awards of Excellence in recognition of Top Team Sales - Winner of the Best Peer Mentor award for providing new agents with an exceptional learning experience- Peer Mentor for new agents- Progress Leader to provide guidance and assistance for new agents in outbound/inbound team Show less

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 products and potential salesPromoted company products and services to match client needs and ensure client satisfaction

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