Experience

LOGIX Data Products Inc.

• Canada
• Information Technology & Services
• 1 - 100 Employee

• Customer Service and Sales Representative

  • Feb 2013 - Present

  - Maintain in-depth knowledge and understanding of product and service catalog and how it relates to client needs- Work with clients to develop a deep understanding of their IT needs- Qualify new sales opportunities- Conduct over the phone and online presentations that showcase features and benefits of products and services- Develop proposals and quotes based on client needs- Manage prospect and client expectations throughout the lifecycle of the account- Build a positive rapport with clients and prospects and provide the best possible service



BMO Financial Group

• Customer Service Representative, Assistant Branch Manager

  • Jan 2008 - Aug 2012

  Customer Service, Commercial Account Manager and Financial Service Manager (Tier 1 & 2) - Assessing customer needs in regards to investments and lending - Maintained and exceeded daily and weekly call targets by reaching out to clients either by telephone or in person- Offering sound financial advice to customers, while providing excellent referrals to BMO partners.- Mutual Funds, GICs, Lending applications, RRSPs - Handled a portfolio of over 150 small business clients providing business solutions with a variety of BMO products- Focus on Customer Satisfaction, Share of Wallet and Revenue Growth- Provided coaching for a team of 5 CSRs (Customer Service Representative)- Focus on delivering an excellent experience for everyday banking clients- Front line worker, the face of BMO- Serve customers, cash management and assessing customer needs and offering solutions while “in the moment”- Balance cash, security procedures and maintain good relationships with customers and co-workers



Your Neighbourhood Credit Union

• Member Service Representative

  • Jan 2007 - Jan 2008

  Key Responsibilities:- Processed everyday banking requests (including but not limited to deposits, withdrawals, transfers etc.) - Worked within the team environment to accomplish daily tasks efficiently while maximizing the customer experience Key Responsibilities:- Processed everyday banking requests (including but not limited to deposits, withdrawals, transfers etc.) - Worked within the team environment to accomplish daily tasks efficiently while maximizing the customer experience