Mathu Sritharan Email & Phone Number

Cornwall, On

- Created superior customer sales experiences by engaging, listening and understanding the financial needs of potential customers and matching their needs to our lending solutions in a pleasurable sales environment - Welcomed and engaged customers visiting the branch and actively prospecting new clients through a combination of financial sales, marketing and outbound call activity with a view to achieving and exceeding branch sales targets - Managed collections activities for… Show more - Created superior customer sales experiences by engaging, listening and understanding the financial needs of potential customers and matching their needs to our lending solutions in a pleasurable sales environment - Welcomed and engaged customers visiting the branch and actively prospecting new clients through a combination of financial sales, marketing and outbound call activity with a view to achieving and exceeding branch sales targets - Managed collections activities for all past due financial accounts, maintaining an impeccable level of service - Transparently and openly communicated the terms and conditions of our lending and ancillary financial products to customers to follow best in class sales practices and to suppress collection rates Show less

Cornwall

- Create an excellent customer experience at every interaction and look for ways to contribute to the ongoing improvement of the overall branch customer experience - Completed financial transactions such as deposits, withdrawals, bill payments and/or other account transactions for customers in an accurate and efficient manner - Projected a professional image at all times by ensuring counters, work stations and surroundings areas are maintained and organized… Show more - Create an excellent customer experience at every interaction and look for ways to contribute to the ongoing improvement of the overall branch customer experience - Completed financial transactions such as deposits, withdrawals, bill payments and/or other account transactions for customers in an accurate and efficient manner - Projected a professional image at all times by ensuring counters, work stations and surroundings areas are maintained and organized - Demonstrated confidence and knowledge by ensuring transactions are thorough and accurate - Demonstrated respect and knowledge in every customer interaction Show less

Toronto, Canada Area

- Follow up with clients for pending tasks to ensure that the task are completed end to end - Assist clients one on one to ensure that the excellent service is provided - Answer phone calls and interact with clients effectively for appointments and inquiries - Prepare procedural documents and revised for efficiency and government updates - Influence clients by providing a positive experience, so customers are retained and also new referral are received from… Show more - Follow up with clients for pending tasks to ensure that the task are completed end to end - Assist clients one on one to ensure that the excellent service is provided - Answer phone calls and interact with clients effectively for appointments and inquiries - Prepare procedural documents and revised for efficiency and government updates - Influence clients by providing a positive experience, so customers are retained and also new referral are received from existing clients- Update customer profiles and ensured the information are current and accurate Show less

- Assisted accounting staff at the workplace (e.g. organize files, run bank errands and so forth) - Created spreadsheets and data input, using accounting software to assist the employees- Interacted with employees during staff meetings and communicated with clients- Assisted with payroll administration