Matthew Baker Email & Phone Number

St John’S, Newfoundland And Labrador, Canada

• Selling, cross-selling or upselling Home, Auto & Travel products to new and existing clients• Processing insurance transactions following underwriting guidelines to meet quality expectations• Accepting payments and processing changes in payment methods following standard accounting principles• Handling phone and email inquiries and requests from new and existing clients

Halifax, Canada Area

• Opening new accounts, offering credit and investment counseling, and promoting the sale of all personal banking products and services to create a legendary customer experience• Generating the customer appointments through proactive sales activities including cold-calls, community market events, and frontline customer interactions.• Display a strong knowledge of Bank and industry codes of conduct, securities laws and regulations and also contribute to the branch objective for Operational Excellence by adhering to Credit Compliance, audit and ROA visits, mutual fund compliance, credit compliance and non-credit losses.

St. John'S, Newfoundland And Labrador

• Opening new accounts, offering credit and investment counseling, and promoting the sale of all personal banking products and services to create a legendary customer experience• Generating the customer appointments through proactive sales activities including cold-calls, community market events, and frontline customer interactions.• Display a strong knowledge of Bank and industry codes of conduct, securities laws and regulations and also contribute to the branch objective for Operational Excellence by adhering to Credit Compliance, audit and ROA visits, mutual fund compliance, credit compliance and non-credit losses.• Organizing weekly sales meetings and conversation coaching with customer service staff in order to increase product knowledge and generate referrals and sales

St.John'S, Newfoundland And Labrador

• Provide legendary customer service at the first point of contact• Provide financial and product advice and recommendations to customers• Complete transactions in a professional, knowledgeable and courteous manner• Promote TD Canada Trust Banking products and services• Providing leadership and training to new TD Customer Service Representatives

St. John'S, Nl

• Provide campus tours to prospective students• Respond to questions and concerns of parents attending campus tours• Deliver key messages about the Memorial University brand to prospects• Organization of recruitment promotional materials• Other activities as required

St. John'S, Newfoundland And Labrador

• Planned and scheduled university campus tours• Recruited high school students by giving presentations and attending school fairs• Trained and evaluated student tour guides• Provided campus tours to prospective students• Responded to questions and concerns of parents attending campus tours• Analyzed campus tour data to assess program success• Analyzed data reports to assess regional trends in order to improve application numbers

Mount Pearl, Nl

• Trained and managed a team of regional coordinators across the province• Reported weekly on the success of the program on key metrics to management• Monitored and reported on program spending to stay on budget• Oversaw coordination of marketing activities for YV program on a provincial scale• Organized and executed an annual awards event for top program participants• Secured sponsorship for program awards

Mount Pearl, Nl

• Organized and oversaw events such as the Angel Business Development Program• Made presentations to post-secondary students on programs available through CBDCs• Recorded and edited client testimonial videos for marketing campaigns• Organized and oversaw implementation of the organization’s social media campaigns• Created and organized program budgets• Answered and resolved client questions and issues