Jennifer Phan

Experience

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  Spring Rolls Restaurant

  Oct 2011 - Oct 2014

  • Coordinated training for newly hired servers and provided development support through the delegation of tasks and responsibilities • Consistently exceeded sales goals by effectively multi-tasking and efficiently managing sections • In-depth knowledge of restaurant systems, procedures and customer service; recognized for seniority and tasked with managing complaints and assigning meal discounts • Verified the quality and accuracy of plated orders and delivered to customers in a timely fashion Show less

  • Assistant Manager

    Jul 2014 - Oct 2014

  • Server

    Mar 2012 - Jul 2014

  • Hostess

    Oct 2011 - Mar 2012
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  Crabby Joe's Tap and Grill

  May 2014 - Aug 2014

  Server

  • Recognized and rewarded for accumulating the most up-sales of desserts, appetizers and extra side dishes out of all servers and bartenders with the average of $9 extra per customer• Acknowledged for providing excellent service to sizable parties (up to 30 people), and for consistently being assigned and managing the largest section of customers out of all staff • Closed restaurant on a frequent basis, including: validating all utensils, condiments and tables are fully stocked and organized, and ensuring the establishment was prepared for the next business day • Promoted and explained specials so that the customer is able to save money, while bringing in higher revenue for the company Show less

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  Canadian Security Professionals

  Dec 2014 - Apr 2015

  Junior Sales Consultant

  • Travel to different neighbourhoods going door to door with the goal of securing homes with a smart home monitoring system • Explain product and services while building rapport with new clients in a short period of time • Create urgency for the product and overcome rebuttals • Gain commitment from customer to buy now and close sales through persuasive negotiation

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  National Bank Investments

  Apr 2015 - Oct 2022

  • Salesforce administrator; Salesforce user onboarding and training for the Sales Team, also responsible for the day-to-day operations and user management for 60+ Users• Collaborates with our Senior Analyst to plan and execute projects that contribute to the digital transformation of the team (process automation), enhancing our Salesforce Platform• Ensures operational efficiency of the Sales teams for the CRM, Sales Reporting, and other system usages (Salesforce, Seismic, PowerBI) • Creates training videos, documenting procedures, and best practices• Liaison between Sales team and several internal partners (Marketing, Product, Compliance, and IT) to ensure the Sales team’s needs are met to assist sales • Collaborate with Reporting team to ensure data quality and bridging sales numbers from GB fonds to our Salesforce Show less • Provide support for National Bank Investments Central Canada (2 external wholesaling teams, 1 internal business development team and assistant to the Regional Vice-President) • Coordinate sales initiatives and business development activities with our department’s various projects• Plan, coordinate and execute logistics for events such as Portfolio Manager Road Shows and branch presentations for clients • Responsible for Regional Vice-President, Regional Director’s and Inside Sales expenses, budgets, report preparations, marketing materials, meeting follow ups, promotional items and travel coordination• Identify and ensure compliance with bank policies and procedures, ultimately assuring control and improving processes Show less

  • Senior Digital Sales Associate

    May 2020 - Oct 2022

  • Regional Sales Coordinator

    Apr 2015 - May 2020
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  National Bank of Canada

  Oct 2022 - now

  Salesforce Application Analyst