Detail-oriented and client-focused Banking Customer Service Representative in financial services. Skilled in handling client accounts, banking transactions, and basic investment inquiries. Holds Canadian Investment Funds Course (CIFC) certification with foundational knowledge of mutual funds, client suitability, and regulatory compliance. Recognized for exceptional customer engagement, accuracy, and efficiency in fast-paced environments.
Canadian Investment Funds Course (CIFC)
Certified to advise on and sell mutual funds in Canada under MFDA regulations.