Emilie Coloma
Maple Park
Summary
Dynamic professional with a proven track record at BMO, enhancing customer satisfaction through expert account management and personalized financial advice. Excelled in cross-selling, achieving branch sales targets, and fostering strong relationships. Skilled in cash management and creative thinking, adept at analyzing performance to drive success.
Hardworking Banker familiar with setting up new accounts for customers, maintaining security and supporting audits. Excellent organizational, relationship-building and documentation skills. Prepared to offer Number years of related experience to a challenging position with room for advancement.
Overview
2022
2022
years of professional experience
Work History
Banker
BMO
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Collaborated with team members to consistently meet or exceed branch sales targets and objectives.
- Increased client satisfaction by providing tailored financial advice and personalized banking solutions.
- Educated customers on online banking and mobile banking applications.
- Referred customers to other banking departments for specialized services.
- Opened, closed, and updated accounts for customers.
- Educated customers on features and benefits of banking products and services.
- Strengthened customer relationships through attentive service and prompt resolution of inquiries.
- Handled various accounting transactions.
- Assisted customers with banking needs and inquiries.
- Balanced teller drawers and ATM cash.
- Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
- Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
- Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.
Server
Boston Market
11.2016 - 01.2022
- Served food and beverages promptly with focused attention to customer needs.
- Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
- Performed opening and closing duties, ensuring the dining area was prepared for seamless service transitions.
- Worked with POS system to place orders, manage bills, and handle complimentary items.
Education
High School Diploma -
Burlington Central High School
2019
Skills
- Cash handling
- Creative thinking
- Cash management
- Cross-selling expertise
- Goal planning
- Consumer banking
- Relationship building
- Analytical thinking
- Analyzing performance
Timeline
Server
Boston Market
11.2016 - 01.2022
Banker
BMO
High School Diploma -
Burlington Central High School
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