Customer Service Representative

Andrew McGirr

Personal Banking Officer - Mavis and Eglinton Branch

Wasaga Beach, ON

abpb1g@r.postjobfree.com - 905-***-****

Work Experience

Customer Service Representative

The Beer Store - Wasaga Beach, ON

April 2008 to Present

and Oakville, Ontario

Duties include serving customer, using forklifts, and completing day to day tasks such as sorting empties

Other responsibilities include opening and closing the store, balancing safe, and completing order

changes, as well as having the opportunity to act as temporary

Supervisor, as well as streamlining operations

Personal Banking Officer

Mavis and Eglinton Branch

January 2012 to April 2012

Building lasting relationships with Scotiabank clients, offering basic financial banking

services as well as bridging the gap to other financial services

Retail selling skills, prospecting, cold calling and business meetings

Identifying customer needs and providing financial solutions while assisting customers

reach their financial goals

Customer Service Representative

Bank of Nova Scotia - Mississauga, ON

January 2010 to April 2010

Co-op Training

Providing prompt, accurate and professional service to retail clients

Interact with customers professionally, politely and in a friendly manner to ensure that the day to day

banking needs of all customers and clients are met, while directing sales

opportunities to sales officers

This experiences strengthened problem solving abilities, while also teaching skills such as multitasking,

working under pressure, and enhancing communication skills

Valet

The Westin Trillium House

November 2007 to April 2008

Blue Mountain, Ontario

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Duties included assisting with the check in of guests, as well as parking cars in a timely and proficient

manner

Had the opportunity to act as a doorman, which included such responsibilities as assigning jobs to

coworkers and allocating resources to ensure that the operation ran

smoothly and efficiently at all levels

Education

Advanced Diploma in Banking and Wealth

Sheridan College Institute of Technology and Advanced Learning - Oakville, ON

September 2008 to December 2011

Canadian Securities Institute and ADVOCIS

Additional Information

Core Competencies

Results focused, quality-driven professional experience in financial analysis and customer retention.

Utilizes finely-honed interpersonal and time management skills to successfully manage multiple

accounts while ensuring consistent achievement of objectives and dedication to company goals. Astute

communicator and presenter, capable of building compelling arguments and strategies to obtain new

business and develop profitable relationships.

Licences and Designations

Investment Funds in Canada License

May 2010

Introduction to capital markets, allows mutual fund sales

Canada Securities Course

July 2011

More in depth in Capital markets, Derivatives, Stocks and Bonds

The base securities licensing requirement for IIROC and the provincial regulatory and

MFDA

CFP Designation

August 2011

Completed the four prerequisite courses for CFP Designation: Financial Planning

Fundamentals, Comprehensive Practices in Risk & Retirement Planning

Currently Enrolled

LLQP- Exam May 2012

CPH- Exam May 2012

Computer Skills

Microsoft Office

Proficiency in multiple Office programs including Word, Excel and Publisher

Introduction to Business Communication

Prepare for a variety of business writing and presentations encountered in the

workplace. Learn and practise formal and informal business communication including

letters, memos and business presentations.

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