• Providing exceptional customer service • Managing an assigned portfolio of high valued clients, often times with complex business needs • Building strong relationships to maintain client retention and grow the book of business while meeting goals • Being a prevalent figure within the local business community and strengthening relationships with several Centre of Influences • Utilizing a holistic approach to provide tailored advice to business clients to assist them in achieving their business goals • Developing robust connections with colleagues in the branch and in other banking channels to provide clients with an all-inclusive banking experience to fulfill their business needs

• Understanding and meeting clients financial needs by providing advice, products and services • Working towards individual sales goals • Providing exceptional customer experience through lobby interactions, help and advice, and engaging in informational conversations with clients• Ensuring compliance protocol and due diligence is followed on all interactions • Branch resource for large and complex credit and investment needs for clients • Senior staff for opening and closing procedures in the branch• Experienced advisor in the branch dealing with customer related issues and supporting the frontline staff

• Deliver the most suitable and legendary advice for every client interaction • Understand and provide solutions for current and future financial needs for all clients• Proactively and consistently demonstrating lobby leadership• Follow KYC/KYT procedures and ensure compliance and due diligence on all interactions • Secure desk operator, assisting in opening and closing procedures as required • Keep up to date on all training requirements and • Resolve customer service related issues • Mentored Customer Service Representative’s

• Understanding customers individual needs in a phone and determining the most appropriate device, plan and benefits for their needs• Maintaining a clean and presentable environment to show case all the products available • Continuous monthly training to ensure complete knowledge of each phone available, the specific details of the plans available for each company, and the constant change in the daily promotions• Understand the daily and monthly targets and strive to exceed the goals in the competitive environment

• Assisting intake clerk in such responsibilities as follows preparing the patients folders for the following day, filing documents, organizing patients charts for hearing tests and completing charts after hearing test, photocopying and faxing information to doctors, clinics, hospitals, etc. as required.

• A product expert in the department of mobile audio with duties such as front facing products, dealing with customers to find the proper products they are looking for, and sales purchases of credit and debit.• As well as making the experience as enjoyable and easy for the customer as possible so that in turn will create a long-term customer.• Each month each employee was required to complete an online quiz on product knowledge and the store itself, as well as update their WHIMIS knowledge.