Serves customers by providing information on furniture products, other home furnishing merchandise; supervising staff and liaison with the owner on all matters related to managing all operations. Created new areas of opportunity to capitalize on market climate while increasing cashflow. Launched new department and services. Acquiring new lines and products.

Proactively engage with clients in all areas the branch uncovering banking needs, providing advice and identifying sales and referral opportunities.Advise clients on tailored financial solutions such as personal/business accounts, credit cards, loans/line of credit, overdraft, mortgages and investments that meet client needs.Respond to client-initiated contacts, assisting with financial transactions (deposits, withdrawals, cheque cashing/ordering, bill payments, money orders and transfers, and foreign currency exchanges) while prospecting for additional opportunities, referral and appointment bookings.Maintain and grow the client’s portfolio by identifying and promoting personal banking advice and solutions with a continuous focus on client service and new business development.Take ownership of client problems, respond with empathy and provide sound solutions.Credentials Canadian Securities Course and Investment Funds in CanadaKnowledge

Provide working drawingsPrepare presentation materialsAssist with presentationMeeting minutesFormulate orders for materials and furnitureComplete as built drawingsOn site assessments