Financial Services Representative

I am a client service professional with experience supporting banking customers across deposits, credit products, online banking, telephone banking, and account services.

I provide clear, accurate guidance on product options while identifying client needs, account goals, and suitable financial solutions. I am experienced in opening chequing, savings, TFSA, RRSP, and credit card accounts.

I have supported branch operations by pre-screening applicants for mortgages, refinancing, and secured and unsecured lines of credit. I balance service quality, sales opportunities, compliance requirements, and attention to detail in a fast-paced environment.

I also bring food service experience within a healthcare setting, where I prepared and delivered patient meal trays according to dietary restrictions, portion standards, and service orders.

I am committed to sanitation, workplace safety, accurate documentation, and dependable customer service. My background in Human Resources Management and Business Administration supports my ability to communicate professionally and work effectively with diverse clients and teams.