adeline rose

* Welcome warmly & guide customers as they walk into the branch lobby, offer advice and guidance on the digital and self-serve options available with the goal of making it easy, simple and fast to bank with BMO * Proactively engage with our customers and provide advice based on an understand of their financial needs, focused on everyday banking, digital solutions and investment needs * Meet customer’s transaction-based needs with seamless execution * Take the initiative and find creative approaches to make each customer’s experience feel personal * Collaborate with BMO partners and identify referral opportunities to further grow the customer’s relationship.

* Met with client to give venue tour * Created proposals and contracts, invoiced clients, and followed up on leads and payments * Managed multiple email addresses and responded to emails in a timely and professional manner * Developed relationships with vendors and ensured they followed venue protocol * Met with clients and created event timelines and floorplans * Hired, trained, and scheduled staff * Scheduled bar, cleaning, tear down, set up, and duration of event staff * Worked in conjunction with the minister, bar, caterer, photographer, videographer, DJ, and all other vendors to make sure the timeline is being followed and to troubleshoot any time sensitive issues * Set up booth at wedding shows to help promote the venue and answer questions by perspective clients * Promoted venue on social media platforms – Facebook, Twitter, and Instagram * Created and published magazine on venue, packages, and types of events held at the Water’s Edge * Created event coordinating resources for clients to use * Called and scheduled visits with contractors to give quotes on renovations

* Coordinated events for the social committee, networking events, the continuing professional development sessions, and the alumni event by scheduling committee meetings, creating a budget report, contacting vendors, advertising events, booking speakers, managing the attendee database, and dealing with the operations of the events * Managed all sort of the event operations – The facility selection, contracting, pricing, transportation, accommodations, food and beverage selections and audio/visual service arrangements * Negotiated and managed contracts with sub-contractors and vendors and paid vendors according to company guidelines * Managed partners’ and managers’ emails and calendars * Organized logistics and materials for internal and external meetings, which also included domestic and international travel arrangements * Arranged conference calls between staff and client * Created letters, reports, collating, and binding T1, T2, T3, T4, and T5 tax return packages and financial statements

* Campaign Fundraiser Associate * Community Garden Coordinator * Interim Volunteer Centre Manager for the WE Volunteer Centre and the International Children's Games * Research Analyst

* Responsible for bank accounts, estate accounts, provide debt consolidations, lines of credits, mortgages, and sell mutual funds and GICs. * Proactively engage with customers to identify their needs using the bank’s tools and your understanding of the customer * Advise customers, offering financial solutions and products to meet their everyday banking, investment and lending needs * Help customers find new and alternate ways to bank with us by offering convenience and valuing their time. * Collaborate with various BMO partners and identify referral opportunities to further grow the customer relationship. * Keep up to date with the wider marketplace and regulatory environment, including operations, legal and ethical requirements.