Client Relationship Building: Cultivating strong relationships with customers, ensuring their satisfaction and loyalty through personalized service.Sales Optimization: Strategically identifying opportunities for upselling and cross-selling, maximizing revenue while meeting and exceeding sales targets.Issue Resolution: Proactively addressing customer concerns and issues, demonstrating a commitment to resolving challenges promptly and effectively.Product Knowledge: Maintaining in-depth knowledge of products and services to provide expert guidance and recommendations tailored to customer needs.Inventory Coordination: Collaborating with suppliers to optimize inventory levels, ensuring a seamless shopping experience for customers.Visual Merchandising Excellence: Implementing visually appealing displays and layouts that enhance the customer's shopping journey.Operational Streamlining: Enhancing operational efficiency through effective scheduling, workflow optimization, and continuous process improvement.Financial Accountability: Managing budgetary considerations, controlling expenses, and contributing to overall financial goals.Team Empowerment: Providing ongoing training and development opportunities to the team, fostering a customer-centric mindset.Compliance Adherence: Ensuring strict adherence to company policies, procedures, and legal regulations to uphold customer trust.Performance Analysis: Generating and analyzing reports on customer satisfaction, sales metrics, and key performance indicators for continuous improvement.Effective Communication: Facilitating transparent communication between the customer success team, upper management, and other departments.Problem Resolution Leadership: Proactively addressing challenges and leading the resolution of operational issues to maintain a high standard of customer success.

• Consistently communicate the importance of Cash 4 You’s WOW framework and ensure overall customer experience metrics are at an exceptional/promoter level • Carry out company-wide initiatives, team activities and individual actions to reinforce our WOW framework and strenghten our company culture. • Achieve exceptional results to customer experience programs through internal and external measurements based on the current year customer experience goals. • Respond to all customer feedback in real time and resolve all customer issues at store level and if necessary get District Manager involved. • Ensure the smooth and efficient functioning of the overall operations through effective time management and real time communication • Build a talent pipeline through effective recruitment of culture fits. Consistently train and develop the team. • Encourage a collaborative culture by aligning goals through weekly Kickstart! meetings, regular follow up and task/activity planning sessions throughout the week. • Conducts regular one-on-one meetings with CSR’s, document performance and hold timely performance reviews to support the achievement of individual development plans (IDP’s). • Achieve all operating plans, customer/product and financial targets • Prepare and submit monthly/quarterly objectives to support the current fiscal operational goals with monthly status reporting on progress, results and opportunities. Achieve measurable improvements of quarterly objectives results throughout the fiscal year. • To meet or exceed revenue and delinquency targets through effective weekly performance planning and to act immediately when projected acheivement is below targets. • Drive revenue by developing a sales based culture through the provisioning of corporate marketing initiatives, in-store branch team incentives and aggressively pursuing sales leads. • Carry out and coordinate all collection activities to exceed bad debt and portfolio delinquency target

Completing a Tech Sales course that focuses on tech sales fundamentals, sales tools, CRMs, sales strategy & customer research, sales calls, and inbound & outbound sales

I manage an assign portfolio of 500 clients. I work on their mortgages, investments, and give them recommendation on their financial planes. Help my clients sign up for creditor insurances to protect their liabilities. Help in automating their saving plans for a big purchase, retirements, RESPs, TFSA and non-registered savings. As well as Cashflow planning for my clients to help with their budget and start them on automated saving plan. I also assist my client in their RRSP rollover to RRIF and help with minimum payments/maximum payments. Made sure that I call my clients for their GIC renewal and Mutual fund investment suitability and update their TOR. I assist my clients in student loans, credit cards, lines of credits application for both secured and unsecured loans. As well as term loans. I analyze clients credits, TDSR & GDSR, and the 5 c's of credit to mitigate the risk appetite of the bank. I made sure to follow-up with prospective clients and existing clients for transparency and clear communications.

I onboard new clients and help them signup on their online accounts. I educated my clients on banks product that I recommend to them base on need base analysis. I advise and give recommendation on a need base analysis for investments product and credit products. Used banking CRM tools to aid my clients with their saving plan and show them a demo on how they can save more using time value of many. And making them understands the important of investing early. I analyze my client credits, TDSR & GDSR and the 5'c's of credits when they are applying for unsecured credit and term loans. Helped in GIC renewal, Mutual fund suitability and TOR. updates. Do secured lending application for mortgages.