Liam Hamilton Email & Phone Number

Oakville, Ontario, Canada

Cultivated strong client relationships to gain a thorough understanding of their financial needs and recommend tailored products that best support their goalsLeveraged multiple CRM platforms to maintain consistent communication with clients, ensuring prompt resolution of their banking needs and enhancing overall client satisfactionMonitored and analyzed current market rates affecting the returns on various banking products, helping to determine optimal solutions tailored to clients' financial needs

-Compiled sales flex and obsolescence excel queries in order to determine efficient course(s) of action to reduce obsolete inventory-Utilized SAP BusinessObjects Analysis to analyze invoices from vendors to assist the company in finding potential areas of savings-Used Microsoft Power BI to help transform data sets into visually appealing, insightful information sources for analysts to reference