Summary
Overview
Work History
Education
Skills
Accomplishments
Interests/Hobbies
Additional Information
Timeline
Generic

CELESTINA LEMA

Calgary,AB

Summary

Hardworking and passionate job seeker with strong organizational skills eager to secure an entry-level commercial banking position. Ready to help team achieve company goals.

Overview

9
9
years of professional experience

Work History

Associate Financial Advisor

CIBC
11.2020 - Current
  • Develop, negotiate, and close client credit card, loan, mortgage, and line of credit applications
  • Make strategic product, planning, and investment recommendations
  • Offer tailored client financial advice based on life stage, professional circumstances, and fluctuating financial needs
  • Acquire new clients through proactive measures to seek, identify, and build relationships
  • Embrace organizational structure, coaching, and openness to continued education
  • Helped increase community NPS (Net Personal Score) by 15%

Senior Server/Hostess

Earls/Cactus Club
03.2015 - 05.2021
  • Developed effective client-facing communication and interpersonal skills
  • Utilized sales techniques to direct customers to products of perceived value
  • Supported business process workflow improvements

Intern

Django FX Consulting
08.2019 - 03.2020
  • Analyzed quantitative data and created reports to help management with critical business decisions
  • Found and resolved discrepancies and inconsistencies in information and documents
  • Reconciled statements at year-end
  • Utilized excel to track trades and sort data

Owner/Operator

Student Works Painting
09.2015 - 12.2017
  • Oversaw day-to-day business operations including project management, sales, marketing, hiring/managing employees, writing contracts and communicating with clients
  • Devised and implemented new methods to increase efficiency and profits
  • Problem-solved by analyzing situations, reviewing alternatives and selecting most appropriate course of action

Education

Bachelor of Commerce Degree with a Major in Finance -

University of Calgary
Calgary, AB
06.2020

Skills

  • Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
  • Loan Closing
  • Customer Service
  • Regulatory Compliance
  • Product Promotion
  • Cross-Selling and Partner Referrals
  • Team Collaboration
  • Revenue Generation
  • Analyzing Performance
  • Documentation Skills

Accomplishments

Passed CFA level 1 Exam

Interests/Hobbies

Snowboarding, competitive dance, art and fashion

Additional Information

Current Peer Support Volunteer at the Calgary Women's Centre

Timeline

Associate Financial Advisor

CIBC
11.2020 - Current

Intern

Django FX Consulting
08.2019 - 03.2020

Owner/Operator

Student Works Painting
09.2015 - 12.2017

Senior Server/Hostess

Earls/Cactus Club
03.2015 - 05.2021

Bachelor of Commerce Degree with a Major in Finance -

University of Calgary

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CELESTINA LEMA