Experience

BMO Private Wealth

• Canada
• Financial Services
• 700 & Above Employee

• Private Banker

  • Jun 2021 - Present



BMO

• Canada
• Financial Services
• 700 & Above Employee

• Branch Manager

  • Sep 2014 - Jun 2021



RBC

• Canada
• Banking
• 700 & Above Employee

• Manager Client Care

  • Jul 2013 - Sep 2014



BMO Financial Group

• Assistant Branch Manager

  • Oct 2012 - Jul 2013

• Financial Services Manager

  • Jun 2010 - Oct 2012

  • Consistently met and exceeded sales quotas and standards by cross-selling and up-selling bank products and services• Conducted daily branch reports • Connected with the local community through local events to advocate BMO • Understood clients immediate and future investment and lending needs through customer conversations • Liaised with all levels of branch staff to help identify investment and financing opportunities

• Financial Services Coordinator

  • Nov 2008 - Jun 2010

  • Managed the daily scheduling of the front line staff to maintain optimum efficiencies and a high level of customer service• Worked directly with Assistant Branch Manager in completing daily reports, balancing suspense accounts and auditing new accounts• Reconciled and deposited daily funds• Reviewed investment maturity report and referred clients to business partners• Trained, supervised and delegated tasks for new hires• Assisted new clients in opening saving and chequing accounts• Referred clients to appropriate supervisors and sales team associates regarding product information Show less



Quote EndQuote Cross-Cultural Strategy Inc.

• Advertising Services
• 1 - 100 Employee

• Marketing Intern

  • Apr 2008 - Aug 2008

  • Worked collaboratively with management in providing direction and cultural integration to Nando’s Flame-Grilled Chicken, 7/11 and Filipino/Canadian Marketing • Participated in boardroom seminars creating real dollar value through inclusive promotional campaigns • Created and delivered PowerPoint presentations • Worked collaboratively with management in providing direction and cultural integration to Nando’s Flame-Grilled Chicken, 7/11 and Filipino/Canadian Marketing • Participated in boardroom seminars creating real dollar value through inclusive promotional campaigns • Created and delivered PowerPoint presentations