Andrew Reich

• Assisted clients in developing personalized financial plans to achieve short- and long-term goals.
• Engaged in continuous learning of industry trends and regulatory changes affecting financial planning strategies.
• Built lasting relationships with clients by consistently exceeding expectations in communication, professionalism, and results-driven advice.
• Provided exceptional service to clients by addressing their unique financial concerns and goals with tailored advice.
• Mentored junior advisors to enhance team performance and drive overall success within the firm.
• Conducted regular reviews of client accounts to ensure alignment with changing goals or market conditions, making adjustments as needed.
• Cultivated an environment of continuous learning within the team through professional development opportunities and knowledge sharing sessions.

• Evaluated loan applications to determine creditworthiness and compliance with regulations.
• Facilitated communication between clients and underwriters to streamline approval processes.
• Collaborated with sales teams to identify new business opportunities and drive revenue growth.
• Supported borrowers throughout the entire lending process, ensuring clear communication and transparency.
• Contributed positively to overall team success through consistent achievement of individual performance targets.
• Negotiated favorable terms for clients with various financial backgrounds by leveraging strong interpersonal skills.
• Worked closely with sales teams to identify potential leads for new business opportunities in the lending sector.
• Originated, reviewed, processed, closed, and administered customer loan proposals.

• Advised clients on banking products, tailoring solutions to meet financial needs.
• Facilitated customer account management, enhancing client relationships and satisfaction.
• Facilitated successful loan applications by meticulously reviewing borrower documentation and credit history.
• Identified opportunities for cross-selling products, resulting in higher revenues for the bank.
• Enhanced customer satisfaction by proactively addressing and resolving banking concerns.
• Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.

• Led procurement processes to optimize supplier selection and contract negotiation.
• Developed logistics strategies to enhance inventory management and reduce lead times.
• Managed cross-functional teams to ensure timely delivery of goods and services.
• Streamlined purchasing workflows, resulting in improved compliance with company policies.
• Implemented cost-saving initiatives through strategic sourcing and vendor management.
• Mentored junior staff on best practices for procurement and logistics operations.
• Developed and executed sourcing strategies to identify new suppliers, increasing competition and driving down costs.

- Opened new bank accounts, credit cards and GIC investments advising on pricing, product types, rates and investment terms to meet clients budget and short term goals.

- Assisted with day to day transaction from bill payment, deposits, wire transfers, drafts and closing accounts.

- Referred additional business opportunities to the Senior Officers, Business Bankers and Investment Advisors through client conversations to grow the clients business and relationship.

- Conducted compliance checks on documents prepared by Senior Officers such as new accounts, borrowing applications and wire transfers.

- Started as a part-time teller completing business deposits, coin orders and referral opportunities to the sales team

- Progressed to Customer Service Manager in Sep 2008 managing all front line and service staff and coaching staff to met and exceed customer service expectations and referral goals.

- Moved to head office in Feb 2010 to work on the Operations Analysis team updating policy and procedure documents, creating digital forms, editing work from colleagues for spelling, grammer, formatting and hyperlinks.

- Moved to Manager Operational Efficiency in May 2011 to work on data clean-up projects with system updates, upgrades and mergers. Also provided subject matter expertise to the Operations Analysis team for policy and procedural updates on new system releases and amalgamations. Also helped amend Business Continuity Plans when system changes impacted day to day business activities.