Anne Marie Saroli
Summary
Proven leader at CIBC, adept in customer relationship building and sales strategy development. Elevated client satisfaction and loyalty through exceptional service, fostering long-term partnerships. Achieved consistent top performer status by leveraging interpersonal skills and analytical tools for informed decision-making, driving revenue growth and business expansion.
Overview
2023
2023
years of professional experience
Work History
Branch Manager
CIBC
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Enhanced staff competency with regular training sessions, boosting productivity levels across the branch operations.
- Implemented risk management strategies to minimize potential losses while maintaining a healthy balance between risk and return on investments.
- Submitted loan applications to underwriter for verification and recommendation.
- Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
- Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
- Drove cross-selling efforts by collaborating with various departments within the organization to maximize revenues from existing clients.
- Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
Small Business Financial Advisor
CIBC
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- Participated in client meetings to discuss financial analysis and investment strategies.
- Strengthened relationships with external partners through timely communication and collaboration.
- Conducted due diligence on potential investments and presented findings to investors.
- Developed financial models to assess potential investments and identify potential risks.
Mobile Investment Consultant
CIBC
- Demonstrated exceptional customer service skills by addressing client concerns promptly and effectively resolving issues that arose during the course of business dealings.
- Played a pivotal role in driving business growth by actively participating in networking events, conferences, seminars, and other industry-related activities.
- Leveraged advanced analytical tools to evaluate potential investments for suitability within client portfolios based on individual needs and objectives.
- Developed strong relationships with clients, ensuring trust and confidence in their investment decisions.
- Provided comprehensive market insights to clients, enabling them to make informed investment choices amid market fluctuations.
- Assisted clients in achieving their financial goals through the development of tailored portfolios and risk management plans.
Service and Sales Representative
CIBC
10.1986 - 11.2022
- Increased repeat business by fostering trust-based relationships with key accounts through regular communication.
- Developed tailored solutions in response to unique customer needs, increasing overall satisfaction rates.
- Utilized CRM software to manage client information, track leads, and monitor sales progress.
- Expanded customer base through cold calling, networking, and relationship building.
- Maintained up-to-date knowledge of industry trends for informed decision-making during client interactions.
- Enhanced client satisfaction by addressing concerns promptly and providing exceptional service.
- Achieved top performer status consistently through dedication to meeting goals and exceeding expectations.
- Conducted product demonstrations to educate customers on features, benefits, and competitive advantages.
- Built relationships with customers and community to promote long term business growth.
- Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
Education
Certificate - Dental Assisting
St. Clair College of Applied Arts And Technology
Windsor, ON05.1985
High School Degree -
Herman High School
Windsor, ON06.1983
Skills
- Customer Service
- Customer Relations
- Customer Relationship Building
- Interpersonal communication skills
- Relationship Building
- Complex Problem-Solving
- Sales strategy development
- Sales Development
- Customer Retention
- Client Service
- Relationship selling
- Sales consultation
- Business Development
- Staff Training
- Revenue Generation
- Promotional planning
Languages
English
Full Professional
Croatian
Limited Working
Timeline
Service and Sales Representative
CIBC
10.1986 - 11.2022
Branch Manager
CIBC
Small Business Financial Advisor
CIBC
Mobile Investment Consultant
CIBC
Certificate - Dental Assisting
St. Clair College of Applied Arts And Technology
High School Degree -
Herman High School
Similar Profiles
Fadi Barakat DiabFadi Barakat Diab
Senior Program Manager at CIBCSenior Program Manager at CIBC
Gurpreet ManchandaGurpreet Manchanda
Fraud Analyst at CIBCFraud Analyst at CIBC
Nakul SapkalNakul Sapkal
Application Developer at CIBCApplication Developer at CIBC