Career Profile
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• Driven to identify and implement workplace efficiencies for the mutual benefit of both the organization and its employees
• Committed to expanding my knowledge base by augmenting my business acumen and personal development
• Over 9 years of sales, customer service and departmental leadership
Key Areas of Expertise
• Drive and hunger to be a top producer
• Strong closing skills and an ability to overcome objections
• Strong leadership skills and teamwork expertise
• Able to manage tight deadlines by multi-tasking effectively
• Self motivated, independent and dependable
• Superior knowledge of Microsoft Office applications including Salesforce CRM, Word, Outlook and Excel
• Knowledge of financial industry
• Excellent written and verbal communication skills
Professional Experience
New Business Development Feb 2008 – July 2011
Questrade
Lead team in sales for the last 3 years
B2B phone sales experience
Assist clients with all aspects of opening an account via calls, emails, online chats
Experience dealing and selling to executives
Facilitated teamwork initiatives to ensure sales team met joint targets
Initiated and implemented innovative team sales strategies
Ability to work with little supervision and achieve sales results on a consistent basis
National Channel Support Oct.2006 – Feb 2008
Bell Mobility
• Assisted Retail Franchise staff with all Cellular issues
• Handled manual activations for dealers and customers
• Order tracking and resolution of customer orders
• Trained and Mentored new hires
• SOS Dealer Help Desk (technical, data, procedures)
Contact Centre Representative Sept. 2005 – Oct 2006
RBC Human Resources
• Managed employee requests pertaining to employee benefits, PLN, and Payroll
• Knowledge of SAP systems, Benefits and Insurance plans
• Collaborated with Manulife/SunLife daily
• Preparation of confirmation statements for members, including information related to benefits, dependants and beneficiaries. RRSP enrolment/changes processing
• Superior telephone and communication skills
Investment Service Representative Dec.2003 – July 2005
RBC Action Direct
• Managed incoming client requests and concerns regarding investments
• Analysis of market trending
• Trained and supported new client representatives
• Consistently acquired and maintained numerous new accounts
• Recognized and awarded for contributions, dedication and referrals
• Streamlined the position to be more efficient
Supervisor Account Management Department Sept.2002 – Oct.2003
407 ETR
• Supervised team of up to 15 employees
• Training and coaching all new employees
• Created new and innovative ways to excel at position
• Coordinated employee schedules
• Exceeded daily targets for completing account consolidation requests
Education
• In the process of acquiring CSC and CPH
• Business Administration and Computer Studies, George Brown College
• O.S.S.D., Wiarton District High School
References Available Upon Request