Luisa Sanchez Email and Phone Number

As a Business Development Specialist, I guide candidates through the process of learning about the Proshred franchise. The success of our Franchisees is the success of Proshred; therefore, my goal is to provide all the information needed to make a sound decision, at the same time, build a relationship with each candidate to ensure the Proshred Franchise is the right business model for the prospect Franchisee. My commitment to the candidates are based on values of honesty, transparency, and professionalism

A self-motivated and client-focused professional with over 10 years of experience in customer service and over 6 in the financial industry.KEY COMPETENCIES• Build relationships with clients, management, departments, team, vendors• Ability to develop rapport, listen attentively, understand people’s needs, and provide right advice• Willingness to help people, cooperate and develop relationships for success.

• Built strong relationships with high net worth clients• Created a welcoming environment for clients and staff• Created relationships for success with technology support, suppliers, and business partners of the organization.• Motivated staffs to contribute to “Green” campaigns, team development events, and recognize coworkers on special occasions.Event Coordination and Planning for High Net Worth Clients• Planned and coordinated multiple employee and client events by played a key role in the organization of different events. Events for employees such as: Thanksgivings Potluck, Christmas celebrations, meetings and lunch & learns and more; and events for high net worth clients like presentations, breakfasts, lunches and many more• Motivated a team of 100 people to participate in charity events and activities as part of the Employment Engagement Committee. During Christmas I lead the event that collected over 80 toys for the CTV toy mountain and 2 boxes of non-perishable food for the food bank• Managed and coordinated two executive calendars• Took initiatives to help my peers by taking on responsibilities such as: filling timesheets for different departments, help with reports and preparation of documents, facilitate the work of Private Bankers Associates by doing entries and ordering items for clients.• Performed all the administrative work required such as: distribute the mail, record cheques, provide support to PB, PT, PIC and PIA in booking board rooms for meetings, sending important documentation and packages to clients; at the same time providing a consistently outstanding customer experience demonstrating my ability to multitask• Prepared Credit reports and, with the Credit analyst team, achieved in one month over 30% reduction in the Expired Credits scores• Created ways to exceed client’s expectations and give ideas to account managers to create great first impressions of the Private Client Group• Met and exceeded timelines expectations

Achieved all the mystery shops results over 80% and twice scored 100%. Won best “WOW moment” of the month for the month of May 2011Created initiatives to evaluate customer’s satisfaction such as: riffles and treats in exchange of feedback. Recognized by coworkers and customers for my positive attitude and team player role and Champion Points for my consistent perfect scores in customer satisfaction surveys

Offered the role of Customer Relations Coordinator by the branch manager less than a year as a Customer Service Rep• Met and exceeded my sales and referrals goals every quarter and consistently provided excellent experience to all the customers making a positive impact on Customer Experience Index scores. Followed internal procedures and security processes in a compliant and audit aware manner.

• Specialized in business owners insurance needs and created strategic networking/marketing opportunities focusing in the Latin American community within the GTA.

• Identified and educated clients promoting multiple products and services on a daily basis. Followed internal processes to effectively identify and fulfill client needs.