Christine Welsh
Harriston
Summary
Dynamic financial advisor with a proven track record at CIBC, adept at client relationship management and sales development. Successfully expanded a high net worth portfolio while fostering professional networks. Known for exceptional communication skills and self-motivation, driving new business opportunities and enhancing client satisfaction.
I enjoy working with business clients in both the construction and agricultural businesses, as well as with personal clients in the area. I always ensure that their needs are met. Delivering the best sales and support service to my customers is my ultimate goal.
I have a large contact base in the Huron, Grey Bruce and Perth County areas. I've resided in this area for over 40 years and have a strong relationship within the construction and agricultural communities through my work experience and also through my participation in community events.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Financial & SR Business Advisor, Relationship Mgr
CIBC
Wingham
05.2016 - Current
- Oversaw a portfolio of high net worth business and agricultural clients across Huron, Bruce, and Perth Counties.
- Focused on managing existing relationships while developing and self sourcing new accounts, and generating new business
- Regularly participated in trade and farm shows.
Branch Manager
Citibank
Guelph
05.2000 - 04.2016
- Directed daily operations of the branch, including customer service, human resources, sales and marketing activities.
Education
CPFP Financial Planning Designation
CIBC
05-2017
High School Diploma -
Norwell District SS
Palmerston, ON06-1997
Some College (No Degree) - Business Administration
Ontario Business College
Guelph, ONSkills
- Client relationship management
- Sales development
- Cold calling
- Professional networking
- Communication skills
- Self motivation
Certification
- CPR and First Aid
Timeline
Financial & SR Business Advisor, Relationship Mgr
CIBC
05.2016 - Current
Branch Manager
Citibank
05.2000 - 04.2016
CPFP Financial Planning Designation
CIBC
High School Diploma -
Norwell District SS
Some College (No Degree) - Business Administration
Ontario Business College
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