Account Manager

• Nov 2021 - Present

Customer Service Representative

• Apr 2021 - Nov 2021

- Identified customer needs and initiated referrals to BMO colleagues- Kept current with the wider financial services marketplace, the legal and regulatory environment and upheld the highest ethical requirements.- Followed through on risk and compliance processes and policies to safeguard customers’ assets. - Contributed to business results and the overall experience delivered in the branch. - Identified customer needs and initiated referrals to BMO colleagues- Kept current with the wider financial services marketplace, the legal and regulatory environment and upheld the highest ethical requirements.- Followed through on risk and compliance processes and policies to safeguard customers’ assets. - Contributed to business results and the overall experience delivered in the branch.

Sales Specialist

• Apr 2017 - Mar 2021

- Provided customers with excellent knowledge of cell phones and wireless plans, and further structured a bundle solution specifically for the customer’s needs.- Assisted customers with any technical or service-related concerns and aiding to find a resolution.- Effectively coached and mentored staff as needed.- Achieved personal targets and consecutively maintained a position of top 3 sales representatives for two years.- Held a position of Brand Ambassador/Master of Apple for two years to ensure that all customers are provided with accurate and current information.

Sales Service Representative

• Nov 2015 - Apr 2017

- Identified and maximized sales opportunities and increased customer retention rates.- Understood and overcame customer hesitations with certain phone plans and ensuring clients are satisfied with their experience.- Consistently outperformed monthly sales targets.- Worked to ensure a neat and attractive sales environment and assisted in the setup of visual displays. - Identified and maximized sales opportunities and increased customer retention rates.- Understood and overcame customer hesitations with certain phone plans and ensuring clients are satisfied with their experience.- Consistently outperformed monthly sales targets.- Worked to ensure a neat and attractive sales environment and assisted in the setup of visual displays.