Calisto Otieno

Work History

Bell Canada

Saint John, NB

01.2018 - Current

Advocate for ways to streamline ongoing projects, prioritizing shorter turnaround times and consistent deliverable quality.
Schedule and facilitate meetings between project stakeholders to discuss deliverables, schedules and conflicts.
Rein in project costs while meeting key milestones.
Foster continuous improvement by analyzing challenges and process breakdowns to ensure that lessons are learned, improvements are well documented, communicated to leadership, and implemented so future projects benefit from lessons learned.
Track ongoing project advancement towards predefined milestones, reducing instances of missed deadlines.
Maintain open communication by presenting regular updates on project status to clients and senior leadership.
Work collaboratively with cross-functional Professional Services colleagues.

TD Canada Trust

Calgary, AB

10.2015 - 12.2017

Recommended financial products including RESP's, RRSP's, travel insurance, and mutual funds.
Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop their financial plan.
Recommended investments to clients based on their goals and time horizon.
Reviewed loan applications and recommended approvals or denials based on organizational loan application review process.
Contributed to branch objectives for operational excellence by adhering to credit compliance, audit visits, mutual fund compliance, KYC/KYT, privacy, and AML regulations.
Worked with clients to develop financial planning strategies and solutions through evaluation of their finances.
Assisted branch customers with day to day banking activities such as bank wire transfers and cash deposit and withdrawals.

TD Insurance

Saint John, NB

03.2014 - 10.2015

Evaluated individual customer needs and financial situations to propose individualized policy recommendations.
Explained features, advantages and disadvantages of various policies to promote insurance sales.
Ensured that policies were effectively underwritten, handled and documented in compliance with market segment and regulatory standards and requirements.
Built relationships with clients using active listening and issue resolution to provide excellent service.
Sold auto, home, travel, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
Upsold additional products and services after identifying customer needs and requirements.
Managed over 50 customer interactions per day.

Innovatia Inc.

Saint John, NB

04.2008 - 11.2012

Diagnosed and remediated incidents and problems.
Built and maintained test environments/labs for troubleshooting and testing.
Patched software and installed new versions to eliminate security problems and protect data.
Provided timely and effective resolution of issues to meet business requirements and Service Level Agreements.
Worked with a team of colleagues, service desk, vendors, client personnel, various managed services engineering teams, and project personnel.
Utilized existing tools, including SAL, Wireshark, and other related tools to proactively recognize issues and trends.
Provided follow up to ensure proper problem and resolution management is being done to prevent recurring incidents.