Shirley Perez, MIB, LSSGB

Experience

• 

  TD

  Nov 2009 - Oct 2018

  -Meet with customers and prospects and develop an understanding of other financialobjectives and needs. Assess customer information and suggest appropriate product and service solutions. Sell customers on value and benefits of suggested alternatives and close sales-Develop plan to achieve sales goals with assistance from management-Responsible for meeting or exceeding specific individual sales goals-Provide referral and product training to non-licensed branch employees and others as needed Show less

  • Commercial Credit Analyst

    Jun 2018 - Oct 2018

  • Assistant Store Manager

    Sept 2017 - Jun 2018

  • Store Supervisor

    Aug 2015 - Sept 2017

  • Financial Services Representative

    Jul 2014 - Aug 2015

  • Customer Service Representative

    Sept 2012 - Jul 2014

  • Teller/Assistant Head Teller

    Mar 2008 - Sept 2013

  • Head Teller

    Nov 2009 - Sept 2010
• 

  Arise Virtual Solutions Inc.

  Oct 2018 - Apr 2021

  • Project Manager

    Oct 2019 - Apr 2021

  • Business Operations Analyst, ELDP

    Oct 2018 - Oct 2019
• 

  Synergistix, Inc.

  Apr 2021 - Mar 2023

  Implementation Project Manager
• 

  PTC

  Mar 2023 - now

  Sr IT Project Manager