Summary
Work History
Education
Skills
Awards
Volunteer Experience
Accomplishments
Affiliations
Timeline
Generic

Cindy Marquardt

Thorsby,AB

Summary

Seasoned professional with strong leadership and interpersonal skills, who adds energy and value to an organization's quest for excellence. With a Business Administration Finance diploma coupled with my life and work experience I would be an asset to any team. Meeting sales and compliance objectives and working as part of a team to ensure we exceed targets. Having a strong digital mindset to enhance opportunities and identify areas of improvement is an area that I am becoming adept at. I enjoy collaborating with team members and management to devise more efficient work processes and adapt to a changing environment. Having the emotional intelligence to pivot is critical in today's workplace.

Work History

Sr Team Member Banking Advisor

ATB Financial
Remote, Alberta
10.2023 - Current
  • Provided guidance on benefits enrollment and payroll setup.
  • Provided customer service and support to clients regarding banking products and services.
  • Processed mortgage applications by verifying information, preparing documents, and ensuring that all requirements were met before closing the loan.
  • Analyzed financial statements and credit reports to determine creditworthiness of potential borrowers.
  • Identified opportunities to cross-sell additional banking products or services based on customer needs.
  • Leveraged customer service and sales abilities to consistently meet performance goals.
  • Issued loan applications and collected required documentation from borrowers for loan processing.

Mortgage Renewal Specialist

ATB Financial
  • Connect with mortgage renewal clients to secure renewal instructions
  • Provide a high level of advice and expertise for clients looking for options regarding renewal scenarios, portability, mortgage payouts, rate negotiation
  • Maintain high level of referrals to other areas of expertise for sales opportunities
  • Send and receive renewal documentation and adhere to compliance standards
  • Follow up with branch partners to ensure renewal documentation was completed and submitted to XOPS
  • Participate in ceremonies pertaining to our role
  • Conduct learning sessions with our branch partners to promote our roles in the renewal process
  • Build slide decks and partner with Scrum master to present sprint planning objectives
  • Maintain a high level of time management and multitasking skills.

Personal Relationship Manager

ATB Financial - Leduc
  • Discover and approve opportunities with existing and new clients
  • This can be on the retail side or referring to my business partners and collaborating with them to build a solid and complete financial plan
  • With a focus on asset lending and investments I am able to provide valuable knowledge for my clients and look to strengthen relationships and ensure a referral pipeline
  • Responsible for the adjudication of deals where lenders have not been provided limits yet
  • I easily adapt to new situations and welcome a fast paced work environment to take on new challenges.

Assistant Branch Manager

Bank of Montreal - Thorsby
  • Managed and coached front line staff to ensure objectives were being met
  • Conducted sales meetings and marketing presentations to different stakeholders in the community
  • Ensured smooth day to day operations within the branch
  • Maintained a high level of compliance adherence
  • Resolved sales and service escalations and complaints
  • Assumed branch manager duties when they were unavailable
  • Integral referral source to our different partners.

Mortgage Broker

Dominion Lending SELF EMPLOYED
  • Analyze applicants credit bureaus, financial status and property evaluations to determine feasibility of granting loans
  • Consistently updated my pipeline in order to generate new business
  • Self sourced new leads and opportunities for business growth
  • Ran marketing campaigns to promote myself.

Education

Level 1 Insurance

Alberta Insurance Council
Alberta
06-2020

PERSONAL FINANCIAL PLANNING DESIGNATION -

01.1999

CANADIAN SECURITIES COURSE -

Canadian Securities Institute
01.1996

Business Administration FINANCE diploma -

NAIT
01.1994

Skills

  • Natural Leadership Skills
  • Coaching and Mentoring
  • Conflict Resolution
  • Teamwork and Collaboration
  • Positive Attitude
  • Decision-Making Capabilities
  • Goal Setting and Achievement
  • Business Development
  • Process Improvement
  • Sales Leadership
  • Data Analysis

Awards

  • Quarterly Award Winner for client obsession and superior target achievement ATB 2021
  • Quarterly Award Winner for excellence in sales performance ATB 2019
  • Iron Roster award for outstanding performance and dedication to ATB 2017
  • Many written accolades from co-workers, clients and superiors (can provide upon request)

Volunteer Experience

  • Board of Directors for the Canadian Country Music Awards
  • Chamber of Commerce for Town of Thorsby
  • Recreation board for the Town of Thorsby
  • Parent/Teacher board of directors for Thorsby High School
  • Committee member for Pigeon Lake chamber of commerce events

Accomplishments

  • Multiple quarterly award winner
  • Iron Roster recipient

Affiliations

  • Member of Thorsby Chamber or Commerce
  • Parent liaison for High School students
  • FCSS resident member for grant approvals

Timeline

Sr Team Member Banking Advisor

ATB Financial
10.2023 - Current

Mortgage Renewal Specialist

ATB Financial

Personal Relationship Manager

ATB Financial - Leduc

Assistant Branch Manager

Bank of Montreal - Thorsby

Mortgage Broker

Dominion Lending SELF EMPLOYED

Level 1 Insurance

Alberta Insurance Council

PERSONAL FINANCIAL PLANNING DESIGNATION -

CANADIAN SECURITIES COURSE -

Canadian Securities Institute

Business Administration FINANCE diploma -

NAIT

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Cindy Marquardt