• 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

• 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.

• 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.

• 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.