· Recommend investment solutions for clients while working closely with Financial Planners to help clients achieve their long term goals.· Process applications for mortgages, loans, and lines of credit.

· Set up new investment accounts for clients to achieve their objectives while satisfying compliance requirements.· Assist in the training and development of 2 Customer Service Representatives.· Action 81% of customer cues while converting 10% to appointments year to date.

- Process client transactions, including withdrawals, deposits, foreign exchange, and cashier cheques.- Leverage cross-selling opportunities through phone calls and in-branch customers to increase customer loyalty and satisfaction.- Attentive to fraudulent activies, including the prevention of 2 account takeovers.

· Settling automotive and property damage claims in excess of $25,000.· Provide resources for new employees to assist in their learning and integration into MPI.· Responsible for more than 300 active vehicle claims

Selling and advising insurance products and services including automotive, residential, and travel health insurance to clients. A comprehensive knowledge of insurance products and policies were required to properly assess and understand client inquiries in a professional environment.