I'm a motivated and enthusiastic individual with a keen interest in finance. Proven leader and skilled banking professional with a track record of enhancing client satisfaction and streamlining banking operations.
Overview
1
1
year of professional experience
Work History
Banking Associate
Bank of Montreal
08.2023 - 11.2023
Mitigated risk exposure by diligently monitoring account activities and promptly reporting suspicious transactions to the compliance team.
Increased cross-selling opportunities through proficiently identifying client needs and recommending appropriate financial products.
Reduced transaction processing times by effectively utilizing banking software systems for accurate data entry and account management.
Accelerated the account opening process for new clients by ensuring accurate documentation and smooth onboarding experience, contributing to increased client satisfaction rates.
Marketing Coordinator
Ace Management Inc.
03.2023 - 08.2023
Answered general marketing department inquiries by email, phone, and mail.
Developed visually engaging marketing materials to support product launches and promotions.
Collaborated with external agencies on advertising campaigns, ensuring alignment with overall marketing objectives.
Composed daily posts for social media and helped build corporate presence on Twitter, Facebook, and Instagram.