Verified recordFinancial Services

Renate Kuehlenborg

Internal Broker at Mcap

Based in Waterloo, Canada

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Seniority

Staff

Department

Finance & Accounting

Location

Waterloo

Industry

Financial Services

Company size

1.2K

Contact information

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Email

1 credit

r•••••••@mcap.com

Phone

5 credits

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Background

About Renate Kuehlenborg

Delivering top-tier customer service is all about striking a balance between personalized interactions and smooth administrative processes. Over the past 20+ years in customer-facing positions within the fast-paced banking sector, I have leveraged my strong communication and prioritization skills to develop solutions with accuracy and urgency. Among customers and co-workers, I’m known for communicating with respect and following up on commitments. Having held personal banker and assistant branch manager roles at various BMO branches, I’ve consistently gained a reputation as the go-to person for support! With comprehensive knowledge of policies and processes and quick to learn new financial systems, I’m always willing to go above and beyond to help. My emphasis on collaboration promotes a friendly and efficient banking environment. When providing financial services―particularly loan applications―time is often of the essence, so it’s important that everyone know where to gather the relevant information. With attention to detail, I verify that all customer data is correct, and I diligently track communications with internal and external partners to ensure progress is being made on each customer’s application file. Of course, whenever you’re dealing with financial services, it’s important to be tactful in what can be an emotional or stressful situation. Combining robust financial literacy and problem resolution skills, I’m often able to find a solution that helps my clients reach their goals. In all my positions, I have consistently met or exceeded all my branch targets, and I’ve even had quite a few customers follow me from branch to branch because they wanted to deal exclusively with me. Key Skills: Customer Service; Personal Banking; Lending Applications; Anti-Money Laundering Policies; Problem Resolution; Digital & Self-Service Banking; Team Collaboration

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