Summary
Overview
Work History
Education
Skills
Custom
Languages
Custom
Timeline
Generic

Constantine Bletsas

Toronto,ON

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

22
22
years of professional experience

Work History

Financial Service Associate

Canadian Imperial Bank of Commerce
05.2002 - 05.2007
  • Maintained two portfolios (over 140M) providing support to advisor and liaise with branch for referrals and effectively managing deadlines facilitating all contingencies related to each process
  • Administration of credit applications brining previous combined credit numbers of applications from 30 previous year to 56 consistently
  • Crisis Management from clients was imperative to maintain proper administration of relationship building and complaint handling as per IIROC and CIBC guidelines
  • Administrative support in processing client files for investments and credit files including small business relationships
  • Client Servicing when ever first point of contact (phone, walk-in, and appointment) to maintain peak level of service at all times.

Actor

Ell'Events Inc.
10.2023 - 11.2023
  • Made necessary adjustments to acting, following guidance and requests from directors.
  • Practiced lines and scenes independently and collaboratively to prepare for performances.
  • Managed time to arrive on set when required to not delay rehearsals and shows.
  • Participated in table reads and rehearsals, ensuring a thorough understanding of scripts and character motivations.
  • Worked collaboratively with other actors to perform scenes and convey stories.
  • Exhibited strong professionalism by maintaining punctuality, preparedness, and open communication throughout all stages of the production process.
  • Learned scripts to understand characters' relationships and develop role interpretations.
  • Offered suggestions to directors regarding roles, scenes and lines to improve output.
  • Traveled to set locations to complete onsite filming.
  • Provided constructive feedback and insight into performance of colleagues role.
  • Assisted production teams with set construction, prop management, and costume coordination as needed during rehearsals and performances.
  • Worked closely with wardrobe and makeup teams to create visually striking character looks that complemented overall production design.
  • Utilized improvisational techniques during live performances when necessary, ensuring seamless continuity on stage or screen.
  • Kept in good physical shape to increase fitness and movability on set.
  • Performed humorous and serious interpretations of emotional actions and situations, using body movements, and gestures.
  • Mastered various accents and dialects to better embody diverse characters across multiple genres and mediums.

Financial Consultant

CIBC
09.2014 - 11.2017
  • Built strong relationships with clients through consistent communication and exceptional customer service.
  • Analyzed market trends and identified investment opportunities, resulting in enhanced portfolio performance.
  • Provided ongoing support for clients experiencing financial challenges, offering guidance on debt management and budgeting techniques.
  • Managed a diverse range of client portfolios, consistently outperforming benchmark indices.
  • Reviewed existing client portfolios, identifying opportunities for diversification and risk mitigation.
  • Educated clients on various investment options, empowering them to make informed decisions about their finances.
  • Collaborated with team members to develop strategies for optimizing client portfolios and managing risk.
  • Streamlined internal processes, improving efficiency while maintaining compliance with industry regulations.
  • Increased client satisfaction by providing personalized financial advice and investment recommendations.

Senior Financial Advisor

Canadian Imperial Bank of Commerce
02.2012 - 09.2014
  • Advising clients how to strengthen their financial position by demonstrating the value of CIBC products and services to achieve client retirement and credit goals, maintaining the status of CIBC being their primary Financial Institution
  • Client interaction maintained at a high caliber, by including information and education in each interaction and making myself available to all clients at their availability even after business hours
  • Facilitating the return of assets from other institutions after 5 years of 5 advisors (none lasting more than 12 months)
  • Credit structuring and servicing specialist, building relationships with multiple centres of influence – 132.5% of plan (100% self sourced)
  • Investment services and allocation - $1,267,006 first complete year of being IIROC licensed
  • Relationship building and analysis – Basic Banking solutions at 100.3%.
  • Built lasting relationships with clients by consistently exceeding expectations in communication, professionalism, and results-driven advice.
  • Managed a diverse portfolio of clients, ensuring optimal returns on investments and minimizing risks.

Senior Financial Service Representative

Canadian Imperial Bank of Commerce
06.2009 - 02.2012
  • Facilitated Mortgage, Line of Credit and Loans both for new and existing clients
  • First point of contact for investment planning and allocation services for branch clients
  • Primarily responsible to resolve client issues and generate positive experience of dealing with branch
  • Worked to bridge the gap between service and sales using educational training points explaining different techniques to other staff helping them understand what we do and how we do it
  • Acting Branch Manager during absence of manager including officer in charge on Saturdays.

Assistant Branch Manager (ABM)

Canadian Imperial Bank of Commerce
06.2007 - 03.2008
  • Branch Operations and organization to create a more fluid process for day to day banking customers
  • CSR Supervision was a large part of my daily process including governance and inspection of limits and processes being administered and followed
  • CSR Training for more fluid referral process between sales staff and streamlining process of branch referrals to Imperial Service to adhere to district practices and key client attributes that required extra involvement
  • Remained involved in sales education for all staff to create a consistent perspective of how we as a branch reacted to clients needs.

Education

Conduct and Practices Handbook (CPH)

CSI Global Education
05.2012

Wealth Management Essentials (WME)

CSI Global Education
05.2012

Canadian Securities Course (CSC)

CSI Global Education
02.2009

Investment Funds in Canada (IFIC)

CSI Global Education
09.2008

Business Finance

Sheridan College
12.2002

Life, Accident and Sickness License

CSI Global Education
03.2000

Skills

  • Friendly, Positive Attitude
  • Teamwork and Collaboration
  • Customer Service
  • Problem-Solving
  • Attention to Detail
  • Flexible and Adaptable
  • Dependable and Responsible
  • Excellent Communication
  • Critical Thinking
  • Organizational Skills
  • Calm Under Pressure
  • Active Listening
  • Problem Resolution
  • Verbal Communication

Custom

  • Dragon Ball Executive Team - GM of Security and Facility Maintenance and Management, Yee Hong Retirement Fundraiser – Dragon Ball 2014, 2013-11-01, 9999-12-31
  • Spring Into Wellness - Co Chair, Yee Hong Retirement fundraiser – Spring into Wellness 2013, 2013-04-01, 2013-06-30
  • Dragon Ball Executive Team – Security Management, Yee Hong Retirement fundraiser – Dragon Ball 2013, 2012-11-01, 2013-01-31
  • Dragon Ball Executive Team – Security Management, Yee Hong Retirement fundraiser – Dragon Ball 2012, 2011-11-01, 2012-01-31

Languages

English
Full Professional
Greek
Limited Working

Custom

I have always been a fan of Lego Building and have a comprehensive collection I have accumulated over time and enjoy building and creating regularly.


I enjoy preforming amateur comedy and have been been refining my skills as a speaker and master communicator through it.

Timeline

Actor

Ell'Events Inc.
10.2023 - 11.2023

Financial Consultant

CIBC
09.2014 - 11.2017

Senior Financial Advisor

Canadian Imperial Bank of Commerce
02.2012 - 09.2014

Senior Financial Service Representative

Canadian Imperial Bank of Commerce
06.2009 - 02.2012

Assistant Branch Manager (ABM)

Canadian Imperial Bank of Commerce
06.2007 - 03.2008

Financial Service Associate

Canadian Imperial Bank of Commerce
05.2002 - 05.2007

Conduct and Practices Handbook (CPH)

CSI Global Education

Wealth Management Essentials (WME)

CSI Global Education

Canadian Securities Course (CSC)

CSI Global Education

Investment Funds in Canada (IFIC)

CSI Global Education

Business Finance

Sheridan College

Life, Accident and Sickness License

CSI Global Education
Constantine Bletsas