Income Analyst at Industrial Alliance | Auto Finance, specializing in financial analysis and data modeling.Developed and implemented a complex financial analysis model using Excel VBA, reducing operational task time by 50%, aiding strategic decision-making and minimizing risks. Conducted regular audits on proofs of income submitted to ensure contract validity and financial ratios were respected. Collaborated with cross-functional teams, surpassing productivity targets by 25%. Fluent in French and English, I respond promptly to service calls, ensuring high levels of customer satisfaction.

Client Service Representative at Bank of Montreal, specializing in customer transactions and financial product promotion. Processed customer transactions, including deposits, withdrawals, and loan payments, with meticulous attention to detail and accuracy. Leveraged sales training to promote financial products and capitalize on profitable upselling opportunities, achieving a 45% product enrollment rate. Built and improved customer relationships by providing superior customer service and offering effective solutions for client needs. Consistently met sales targets by analyzing client account histories and building tailored financial programs, increasing transit sales by 7%. Adhered to all bank Anti-money Laundering (AML) and Know Your Customer (KYC) policies to protect the institution and its customers.