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lending/office management

Location:Toronto, ON, Canada (Anywhere)

Education level: Some college/University
Education field: Business
Years of experience: more than 5

working with the public front line for over 30 years, I have excellent customer service

Working in the financial industry I was exposed to helping clients with their everyday needs, opening accounts, including estates and trust accounts. Reviewing their financial portfolio and ensuring their products and needs were up to date. Reviews included their yearly investments accounts such as RRSP, Mutual Funds.

My role was a Senior Small Business Representative taking care of the Small Business clients in all of their area of needs

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