I am looking for a role in Commercial, Corporate or Business Banking or Management. My qualifications are that I have been in the banking industry for over 5 years now working with small businesses as well as mid-level corporations. I also have a very strong understanding of financial statements and the like. I possess many leadership qualities which I institute on a daily basis.
Education History, Qualifications & other additional information:
Level of Education:
Bachelor
2000-2004 University of Windsor Windsor, ON
„X Bachelor of Commerce/Honours in Business Administration
„X Concentration in Accounting
„X Minor in Qualitative Management (business statistics)
2007-Current Canadian Securities Institute Toronto, ON
„X CSC-Canadian Securities Course (2nd Exam)
Work History & Experience:
Years of Work Experience:
5 to 7 Years
Jan 2006 ¡V Current
Canadian Imperial Bank Of Canada Windsor, ON
Business Advisor, Small Business
„X Provide an exceptional experience to unmanaged clients by providing small business and personal solutions to meet their goals through financial Health Check conversations.
„X Respond to walk-in client¡¦s requests, including referrals regarding small business and personal needs.
„X Influence clients to consolidate financial services with CIBC and provide appropriate solutions to any issues.
„X Develop and execute long-term and weekly sales plans to consolidate and retain existing business and attract new business.
„X Proactively call and book appointments based on leads and referrals to ensure client needs are met.
„X Accurately capture and validate client information, completing required documentation and authorized transactions including the approval of credit transactions/products.
„X Act as Branch Manager during his/her absence as required.
„X Probe to understand the client¡¦s situation and formulate a solution.
„X Provide business management advice.
„X Currently manage a portfolio of approximately 720 business/clients worth over $30.5 million.
„X Led the District in funds managed growth in the year of 2007 ¡V this includes credit, deposits, and investments.
„X Achieved a Client Satisfaction rating of 105% in 2007.
Jan 2005 ¡V Jan 2006
Canadian Imperial Bank Of Canada Windsor, ON
Financial Service Representative II
„X Communicated pro-actively with Core personal clients and helped them meet their financial needs and goals.
„X Discussed personal lending needs.
„X Provided personal advice on monetary management.
„X Authorized sales and service transactions and act as joint custodian for cash and securities.
„X Identified and met the immediate basic needs of personal clients and made referrals to colleagues when appropriate.
„X Took over the duties of the branch manager over a period of four weeks while she was away on sick leave.
„X Managed a portfolio of 4,000 clients with two colleagues as a team for the branch and were able to achieve 95% revenue sales targets.
May 2003 ¡V Jan 2005
Canadian Imperial Bank Of Canada Windsor, ON
Customer Service Representative
„X Gained a broad understanding of banking products offered to retail clients.
„X Responded and rectified customer complaints in a professional manner.
„X Assumed Head Teller responsibilities.
„X Created a positive client experience by understanding and meeting service transaction needs quickly, professionally and accurately.
„X Promoted banking products and transaction services that met client needs.
„X Made quality referrals to colleagues to recognize clients with investment needs.
„X Took ownership when clients experienced a problem and took the appropriate steps to resolve their problem.
„X Identified client needs and sales opportunities while processing transactions.
