Bella Cuzner
Langley,BC
Summary
Knowledgeable people leader with proven track record in managing branch operations and driving team performance. Successfully implemented process improvements that enhanced customer satisfaction and operational efficiency. Demonstrated leadership and problem-solving skills, consistently fostering collaborative work environment.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Assistant Branch Manager
CIBC
Langley, BC
05.2022 - Current
- Led daily branch operations, ensuring compliance with regulatory requirements and organizational policies.
- Mentored and trained staff on customer service standards and operational procedures to enhance team performance.
- Assisted in managing daily branch operations, ensuring compliance with regulatory standards and policies.
- Trained and mentored staff on customer service best practices, enhancing team performance and client satisfaction.
- Implemented process improvements to streamline workflow, resulting in increased operational efficiency within the branch.
- Collaborated with senior management to develop strategic initiatives aimed at boosting branch profitability and market presence.
- Analyzed financial reports to identify trends, supporting informed decision-making for product offerings and services.
- Oversaw cash handling procedures, ensuring accuracy in transactions and adherence to security protocols.
- Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
- Trained and developed new team members in alignment with branch service standards and objectives.
- Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
- Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
- Enhanced customer satisfaction by providing exceptional service and addressing concerns promptly.
- Trained and mentored new employees, fostering a positive work environment that led to higher retention rates.
- Supervised team of [Number] branch employees and made recommendations regarding performance evaluations.
- Assisted in achieving branch sales goals by identifying potential cross-selling opportunities and promoting bank products and services.
- Conducted weekly staff meetings to motivate staff members, address concerns, and questions, plan improvements and evaluate progress toward goals.
- Coordinated staff schedules, maintaining optimal staffing levels during peak business hours for improved customer experience.
- Collaborated with tellers, universal bankers and personal bankers to exceed sales goals.
- Managed risk effectively through strict adherence to compliance guidelines, minimizing financial losses due to fraud or errors in transactions.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
Financial Advisor
CIBC
Maple Ridge, BC
06.2020 - 08.2022
- Developed tailored financial plans for clients, enhancing portfolio performance and satisfaction.
- Provided investment advice utilizing market analysis tools to optimize client returns.
- Conducted risk assessments to ensure alignment with client goals and compliance standards.
- Collaborated with cross-functional teams to deliver comprehensive financial solutions.
Customer Service Representative
BMO Bank of Montreal
Maple Ridge, BC
02.2018 - 06.2020
- Resolved customer inquiries efficiently, ensuring satisfaction and retention.
- Implemented process improvements to streamline service delivery and enhance customer experience.
- Trained new team members on policies, procedures, and customer service best practices.
- Managed escalated issues, providing effective solutions while maintaining strong client relationships.
Education
Banking And Finance - Mutual Fund
IFSE
09-2019
Skills
- Customer relationship management in banking
- Operational efficiency management
- Strategic business development
- Team collaboration enhancement
- Risk management compliance
- Employee training development
Accomplishments
- Repeatedly received recognition from superiors for excellence in service, and sent to represent CIBC at United Way as a spokesperson during their Campaign Season.
Languages
English
Native or Bilingual
Certification
- Licensed CIRO Mutual Funds
Timeline
Assistant Branch Manager
CIBC
05.2022 - Current
Financial Advisor
CIBC
06.2020 - 08.2022
Customer Service Representative
BMO Bank of Montreal
02.2018 - 06.2020
Banking And Finance - Mutual Fund
IFSE