Summary
Overview
Work History
Education
Skills
Timeline
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Clara-Lynne Cooke

Toronto

Summary

Financial professional with strong expertise in delivering client-focused customer service. Demonstrates strong communication and teamwork skills with proven ability to quickly adapt. Eager to contribute to team success and further develop professional skills. Always brings positive attitude and commitment to continuous learning and growth.

Overview

9
9
years of professional experience

Work History

Financial Service Associate

Canadian Imperial Bank Of Commerce
08.2023 - Current
  • Worked alongside a team of Financial Advisors managing portfolio's of high-net worth clients.
  • Open various Investment accounts, as well as credit applications.
  • Assist with client calls, emails and meetings.
  • Identified opportunities to cross-sell products, resulting in increased revenue for the bank.
  • Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
  • Enhanced customer relationships with personalized service and addressing individual concerns promptly.
  • Collaborated with team members to achieve sales targets and improve overall branch performance.
  • Awarded the Quarterly Achievement award for outstanding performances in January 2024.

Customer Service Representative

Canadian Imperial Bank Of Commerce
07.2022 - 07.2023
  • Managed high-stress situations in the banking centre effectively maintaining professionalism under pressure while resolving disputes or conflicts.
  • Processed daily client transactions, including large deposits, withdrawals.
  • Delivered exceptional and prompt service to prioritize customer needs.
  • Developed strong product knowledge to provide recommendations based on individual customer needs.
  • Responded to customer requests for products, services, and company information.
  • Managed high level of risk in every transaction to detect potential fraudulent transactions to prevent losses.

Cashier

Sun Valley Supermarket
09.2020 - 07.2022
  • Greeted customers entering store and responded promptly to customer needs.
  • Worked flexible schedule and extra shifts to meet business needs.
  • Operated cash register for cash, and credit card transactions with excellent accuracy levels.
  • Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
  • Restocked and organized merchandise.

Sales Associate

Suzy Shier
09.2016 - 07.2022
  • Organized racks and shelves to maintain store visual appeal, engage customers, and promote merchandise.
  • Handled cash transactions efficiently while adhering to company cash handling policies.
  • Managed returns, exchanges and refunds in accordance with store policy.
  • Maintained a high personal sales rate and met all key performance indicators.
  • Collaborated with team members to achieve monthly sales targets.

Education

High School Diploma -

SATEC @ WA Porter Collegiate Institute
Toronto, ON
07-2018

Skills

  • Financial services
  • Customer relationship management
  • Cash management
  • Adaptability
  • Collaboration
  • Time management
  • Software proficiency

Timeline

Financial Service Associate

Canadian Imperial Bank Of Commerce
08.2023 - Current

Customer Service Representative

Canadian Imperial Bank Of Commerce
07.2022 - 07.2023

Cashier

Sun Valley Supermarket
09.2020 - 07.2022

Sales Associate

Suzy Shier
09.2016 - 07.2022

High School Diploma -

SATEC @ WA Porter Collegiate Institute
Clara-Lynne Cooke