Sherry L Email and Phone Number

• Provide detailed answers to customers concerns• Constant probing and decision-making skills• Thorough KYC checks are done regularly to ensure compliance is met• Gather necessary documentation from customers to ensure account and credit card setup is completed correctly• Provide feedback to customers on concerns and inquiries• Build client relationship by building trust and delivering excellent customer experience• Assist with new hires in training• Attention to detail and analytical thinking are a key focus• Always demonstrating client confidentiality• Record in-depth client notes• Thoroughly review and authorize transactions• Process GIC renewals based on client’s request• Make referral calls to inform client of pre- approvals• Obtaining Sales goals

• Complete wires, clear cheques and assist branch with daily tasks• Recommend products based on customers’ needs• Complete unusual transactions reports• Thorough KYC checks are done regularly to ensure compliance is met• Building client relationship by building trust and delivering excellent customer experience• Balance credit cards at the end of every shift• Book /reschedule appointments for clients for their convenience• Update customers profile/information to ensure information is valid

• Focus on customer with excellent level of service• Able to solve customer concerns at first interaction• Always demonstrates due diligence• Consistently following compliance• Perform correct transactions, while multitasking such as deposit, withdraws, international wire transfers, money orders, drafts, and foreign exchange• Establish opening tasks to ensure team is prepared for the day• Proficient using Iris, sales builder, and customer sales and service• Process cash order /incoming and outgoing shipment (Canadian and foreign currency) and staying with- in budget• Process mortgage/loan payouts• Balance end of shift

- Translate in ASL - Book appointments for patients - Assist with troubleshooting hearing aids - Assist with clinic maintenance - Counseling to patients- Submit WSIB /ADP claims - Complete balance sheet for clinic expenses

Public speaker for Sunnybrook Hospital.

Makeup artist