Owen Mayhew Email & Phone Number

Niagara Falls, Ontario, Canada

• Process a variety of financial transactions including bill payments, deposits, withdrawals, bank drafts, and wire transfers, ensuring accuracy and efficiency in all member interactions.• Refer clients to appropriate investment services and products, providing initial guidance and connecting them with specialists to support their investment goals.• Ensure compliance with all banking regulations and internal policies, maintaining accurate records and following procedures to protect client information and uphold organizational standards.

Burlington, Ontario, Canada

• Collaborated with cross-functional teams to gather financial data and ensure accuracy in reporting and analysis.• Conducted data analysis through Power BI and Excel to provide insights to support business decisions and identify trends and patterns.• Assisted in the creation and maintenance of financial dashboards using Power BI to provide real-time data visualizations for business stakeholders.

St. Catharines, Ontario, Canada

• Communicated effectively to uncover client needs, and offer them the best solution available to them.• Utilized industry knowledge to provide our clients with comprehensive solutions to challenges they faced.• Sold adequate pool equipment to suit each clients individual needs• Repaired automatic pool cleaners that came in for servicing.