Anita Tran
Markham,ON
Summary
I believe my individual contributions are also essential to the success of my team and the bank. I have a strong understanding of financial products and services and am able to analyze client needs and recommend appropriate solutions. I also stay up to date with changes in the market and financial regulations to ensure that myself and team provide accurate and relevant advice to clients.
Overview
11
11
years of professional experience
Work History
Manager, Client Advice
CIBC
01.2020 - Current
- Managed and motivated a team to achieve performance goals and targets
- Provide guidance and advice to team members on client-related matters
- Monitor team performance and provide constructive feedback for improvement
- Foster a positive and collaborative work environment
- Set clear objectives and expectations for team members
- Foster strong client relationships by ensuring excellent customer service standards are maintained.
- Coordinate with other departments or partners to resolve client issues efficiently
- Maintained professional, organized, and safe environment for employees and clients.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Ensure smooth operation of cash-related processes
- Conduct regular meetings with the team to discuss development plans and strategies
- Identify training needs and provide appropriate resources for skill enhancement
- Stay updated on industry trends and changes in regulations that may impact client interactions
Senior Financial Service Representative
CIBC
01.2016 - 01.2020
- Serve as a senior point of contact for customers seeking financial services
- Provide personalized financial advice and guidance to clients based on their specific needs and goals
- Assist clients in opening and managing various accounts, such as checking, savings, and investment accounts
- Conduct comprehensive financial assessments to evaluate clients' financial health and identify potential areas for improvement
- Recommend suitable financial products and services to clients, including loans, mortgages, insurance, and investment options
- Stay up-to-date on market trends, financial regulations, and bank policies to provide accurate and relevant information to clients
- Resolve client inquiries, complaints, and issues in a timely and professional manner
- Collaborate with other departments, such as lending or wealth management, to provide comprehensive financial solutions to clients
- Maintain accurate records of client interactions, transactions, and account activities
- Ensure compliance with banking regulations, privacy policies, and anti-money laundering procedures
- Continuously build and strengthen client relationships through proactive communication and exceptional customer service.
Assistant Branch Manager
CIBC
10.2014 - 12.2015
- Overseeing daily operations and ensuring smooth functioning of the branch
- Managed and supervised a team of customer service representativess
- Provided guidance and support to staff members, fostering a positive and productive work environment
- Assisted in training and development of new employees, ensuring they were equipped with necessary skills and knowledge
- Monitored and maintained branch cash operations, including cash handling, balancing, and vault management
- Collaborated with other departments to resolve customer inquiries, complaints, and issues in a timely manner
- Conducted regular meetings with staff to communicate goals, targets, and performance expectations
- Assisted in implementing sales strategies to achieve branch targets and promote financial products and services
- Prepared and analyzed branch reports, identifying areas for improvement and implementing corrective measures
- Fostered strong customer relationships by delivering exceptional service and addressing customer needs effectively
Customer Service Representative
CIBC
10.2012 - 10.2014
- Provided excellent customer service by greeting customers, addressing inquiries, and resolving concerns
- Conducted various banking transactions, including cash handling, deposits, withdrawals, and account transfers
- Educated customers about bank products and services to meet their financial needs
- Balanced cash drawer and maintained accurate transaction records
- Assisted with account maintenance tasks such as updating customer information and issuing debit cards
- Promoted and cross-sold bank products and services to enhance customer relationships
- Assisted in promoting and implementing fraud prevention and security measures
- Collaborated with team members and other departments to ensure seamless customer experiences
- Maintained a clean and organized work area, adhering to bank's security and confidentiality policies.
Education
Mutual Funds License
IFIC
08.2014
Small Business Certificate
Humber College
Etobicoke, ON08.2011
Skills
- Extensive experience in banking operations, including cash handling, account management, and loan processing
- Exceptional customer service skills, consistently delivering outstanding service and building long-term client relationships
- Demonstrated expertise in using banking software and technology to streamline processes and enhance operational efficiency
Accomplishments
- Q4 Winner
- Q1 Team
- Q1 Team
Timeline
Manager, Client Advice
CIBC
01.2020 - Current
Senior Financial Service Representative
CIBC
01.2016 - 01.2020
Assistant Branch Manager
CIBC
10.2014 - 12.2015
Customer Service Representative
CIBC
10.2012 - 10.2014
Mutual Funds License
IFIC
Small Business Certificate
Humber College
Similar Profiles
Rita DeFazioRita DeFazio
CSR at CIBCCSR at CIBC
Nidhi ParikhNidhi Parikh
Universal Banker/FSR at CIBCUniversal Banker/FSR at CIBC
Michael McDonaldMichael McDonald
Team Leader at CIBCTeam Leader at CIBC
Kevin ChangKevin Chang
FINANCIAL SERVICE REPRESENTATIVE at CIBCFINANCIAL SERVICE REPRESENTATIVE at CIBC
CHANIECE SAUNDERSCHANIECE SAUNDERS
Teachers Assistant at Macklin House Daycare CentreTeachers Assistant at Macklin House Daycare Centre