Stephane Cadoch Email & Phone Number

Montreal, Quebec, Canada

Montreal, Canada Area

• Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
• Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
• Respond to client-initiated contact, assisting them with a full range of financial transactions
• Actively listen and engage clients in conversation to further understand their individual needs
• Proactively take ownership of resolving and preventing client banking problems
• Cultivate and maintain relationships with partners to make the most of business opportunities and referrals

Montreal, Quebec, Canada

• Understand clients’ needs while promoting the highest standard of financial planning advice.
• Execute the best approach and provide the best assistance to cash management, credit, investment and wealth protection.
• Worked hand in hand with colleagues in credit, mortgages, mutual funds, and business accounts in order to offer the best client experience.
• Excelled at multi-tasking under high pressure, while analyzing different ratio’s using many systems such as COINS, Tel Agent, SMART, Wealth Management and ECIF.

Greater Montreal Metropolitan Area

• Prepared documents such as representation contracts, purchase agreements and closing statements.
• Coordinate appointments to show product offers while answering client’s questions regarding ADT’s security systems as well as sell products that suits their lifestyle.
• Managed team of agents who meet clients at their home in order to showcase products.
• Gave sales advice and excelled at offering the highest dollar sales in the Montreal region.

Greater Montreal Metropolitan Area

• Use sophisticated applications to narrow out our core target area.
• Operated the electronic mail systems and coordinated the flow of information with other organizations.
• Made outbound calls to clients of every region in order to promote and sell ADT product services.

• Perform paperwork required for monetary transactions.
• Resolve customer or employee complaints.
• Greet customers and ask about the quality of service they are receiving.
• Monitor stations and employees to ensure 100% efficiency.
• Promote the Loblaws brand by ensuring the highest level of customer satisfaction in our store.

Education record

D.E.C., Law And Society