Experience

Real Estate Homeward Brokerage

• Real Estate Sales Representative

  • Jun 2018 - Present

  -Excellent Customer service skills demonstrated with over 20 years of servicing clients in professional banking and retail environment-Professionalism-Over 20 years experience servicing clients and working with high net worth clients with determination in doing an excellent jobFinancial Experience- very good understanding of the financial markets and the real estate markets, and interest rates and calculationsTrust-highly skilled in building long term relationships and respecting… -Excellent Customer service skills demonstrated with over 20 years of servicing clients in professional banking and retail environment-Professionalism-Over 20 years experience servicing clients and working with high net worth clients with determination in doing an excellent jobFinancial Experience- very good understanding of the financial markets and the real estate markets, and interest rates and calculationsTrust-highly skilled in building long term relationships and respecting confidentially and working with the clients best interests which is paramount and most importantNegotiating-15 years of negotiating skills in banking, Risk Management and retail environmentGreek-fluent in Greek, reading and writingSales and Negotiating Skills-Over 20 years of experience the the Sales and Service Industry Show more Show less



ScotiaMcLeod

• Administrative Support

  • Jan 2018 - Oct 2020

  ADMINISTRATIVE SUPPORT, (Contract) ScotiaMcLeod Jan 2018 – present• Prepare tax packages for client accounts by gathering accurate information from sources• Administrative duties which include processing new account documentation, transfers, follow up on outstanding documentation to adhere to regulations• Prepare accurate invitations for events, track and ensure that requests are accommodated which includes luncheons and organizing events and meetings• Assisting in writing… ADMINISTRATIVE SUPPORT, (Contract) ScotiaMcLeod Jan 2018 – present• Prepare tax packages for client accounts by gathering accurate information from sources• Administrative duties which include processing new account documentation, transfers, follow up on outstanding documentation to adhere to regulations• Prepare accurate invitations for events, track and ensure that requests are accommodated which includes luncheons and organizing events and meetings• Assisting in writing and processing clients/prospects letters and proposals• Provide back-up customer service by answering phones and email queries for the team• Maintaining client files and information on the appropriate systems, ensuring all client interaction is accurately documented Show more Show less



Scotiabank

• Financial Advisor

  • Aug 2018 - May 2020

  • Created personalized financial plans using a holistic approach to help clients meet their savings goals and four cornerstones• Evaluated client needs and developed an investment strategy to address their specific needs while increasing branch sales• Advised hundreds of clients regarding mortgage options, rates, renewals and restructures, resulting in increased business for the bank• Verified documentation for mortgage qualification and executed due diligence • Selected… • Created personalized financial plans using a holistic approach to help clients meet their savings goals and four cornerstones• Evaluated client needs and developed an investment strategy to address their specific needs while increasing branch sales• Advised hundreds of clients regarding mortgage options, rates, renewals and restructures, resulting in increased business for the bank• Verified documentation for mortgage qualification and executed due diligence • Selected investments to fit with client’s risk tolerance, investment objectives, time horizon and knowledge• Cultivated and strengthened relationships with clients by building relationships and follow-up Show more Show less



Property.ca

• Real Estate Sales Representative

  • Apr 2016 - Oct 2017



BMO Financial Group

• Senior Advisor Services Representative

  • Sep 2013 - Apr 2015

  • Identified and overcome customer objectives by actively listening to clarify information, research issues and provide solutions or alternatives• Assisted customers in navigating website, product information and researching regulations• Managed large amounts of inbound and outbound calls in a timely manner, developing positive relationships and consistently maintaining exceptional service and reputation • Trouble-shooting and resolving issues promptly yet accurately de-escalating… • Identified and overcome customer objectives by actively listening to clarify information, research issues and provide solutions or alternatives• Assisted customers in navigating website, product information and researching regulations• Managed large amounts of inbound and outbound calls in a timely manner, developing positive relationships and consistently maintaining exceptional service and reputation • Trouble-shooting and resolving issues promptly yet accurately de-escalating conflict• Managed call quality accurately, efficiently ensuring even call distribution to team members• Provided operation and administrative support to various departments who were backlogged as needed demonstrating exceptional team player skills Show more Show less



Scotia McLeod

• Sales Assistant, Reception and Administration

  • Sep 2008 - Dec 2010

  • Identified and overcome customer objectives by actively listening to clarify information, research issues and provide solutions or alternatives• Assisted customers in navigating website, product information and researching regulations• Managed large amounts of inbound and outbound calls in a timely manner, developing positive relationships and consistently maintaining exceptional service and reputation • Trouble-shooting and resolving issues promptly yet accurately de-escalating… • Identified and overcome customer objectives by actively listening to clarify information, research issues and provide solutions or alternatives• Assisted customers in navigating website, product information and researching regulations• Managed large amounts of inbound and outbound calls in a timely manner, developing positive relationships and consistently maintaining exceptional service and reputation • Trouble-shooting and resolving issues promptly yet accurately de-escalating conflict• Managed call quality accurately, efficiently ensuring even call distribution to team members• Provided operation and administrative support to various departments who were backlogged as needed demonstrating exceptional team player skills Show more Show less



Scotiabank

• Personal Banking Officer

  • Dec 2008 - Jul 2010

  • Promptly and methodically responded to customer inquiries to identify and resolve issues with initiative and good judgment• Excellent communication skills: demonstrated by ability to work with people of diverse backgrounds to uncover individual needs and goals through effective listening skills, genuine warmth and a concern to find products suitable to individual needs• Effective client consultation on in depth financial options: various mortgage options, credit products, Mutual Fund… • Promptly and methodically responded to customer inquiries to identify and resolve issues with initiative and good judgment• Excellent communication skills: demonstrated by ability to work with people of diverse backgrounds to uncover individual needs and goals through effective listening skills, genuine warmth and a concern to find products suitable to individual needs• Effective client consultation on in depth financial options: various mortgage options, credit products, Mutual Fund and short term investments, account products and services• Achieved sales goals by effectively promoting products and services through relationships building, customer service, engaging clients through follow up of customer satisfaction Show more Show less