David Di Stefano
Mississauga,ON
Summary
Skilled and motivated leader offering proven leadership, problem-solving and team-building abilities developed over progressive career. Consistently empower employees to improve performance and maximize client satisfaction through advanced training and mentoring. Resourceful and forward-thinking Manager steadfast in developing opportunities to improve day-to-day operations and bottom-line profits.
Overview
17
17
years of professional experience
Work History
General Manager
CIBC - 1 Toronto Street
Toronto
11.2023 - Current
- Managed Money results 239% of plan YTD (Top#3 in Market)
- With my Leadership I was able to positively impact overall NPS results moving from 48.0 to 60.5
- High Impact Leadership was required: (Vacancies on both Sales and service teams) 3 Vacancies on Sales team (Total FTE plan of 4), 2 Vacancies on service team.
- Strong partnership with Imperial Service team.
- Led mentorship sessions for the entire Bay & Dundas Community to build Managed Money skills for AFA and FSR. Helped impact and influence members within the community to deliver on purpose for client.
- Actively engaged in the community for business development. Most notably, recent joint venture set-up between Engel & Volkers. Built strong partnership in collaboration with CGM on Imperial.
General Manager
CIBC - College & Spadina
Toronto
07.2023 - 11.2023
- Established and maintained effective communication with staff members to ensure efficient operations.
- Managed all aspects of daily business operations including, staffing, scheduling, inventory control, client service and sales.
- Monitored financial performance of sales team and identified areas for improvement for revenue generation.
- Created a positive work environment by developing team building activities that encouraged collaboration among all job families.
- Achieved positive NPS results 73.9
- Actively engaged with local community through outreach (Connecting with local Businesses), enhancing the banks reputation and goodwill.
- Focused on Business Development by strengthening the Banks partnership with the University of Toronto.
General Manager
CIBC
Mississauga, ON
01.2021 - 07.2023
- Recruited, trained and empowered employees to achieve key performance indicators.
- Managed and lead a team with a total of 17 Employees (7 CSRS, 3 FSR, 2 AFA, 4 FA, 1 MCA)
- Utilize our partners to ensure the team is bringing the best of CIBC to every client and to build skill.
- Was able to maintain positive overall business results and NPS through vacancies
- Total of 9 team members from all job families on leaderboard in 2021.
- Passed Mutual Fund Business Control Assessment in 2022.
- Managed two Level 7 Financial Advisors who made it on Imperial Club
- Successfully passed Process assessment
- Part of the planning committee for Run for the Cure
- Lead car in "Pink My Ride" Run for the cure event
- to Top#8 in NPS in 2022.
- Two Financial Advisors were recognized and selected to be part of the Diamond Growth Council in 2022-2023.
- Currently Top#5 in Managed Money % to plan in the Market
- Currently Top#5 in Revenue % to plan in the Market
- Currently Top#5 in Credit Cards % to plan in the Market
- Currently Top#4 in Chequing accounts % to plan in the Market
- Was able to secure a $37M total Investment to Business Banking of which, $5.5M in VRM GICs, $3.9M in Chequing acct and $19.2M in Realize Funds LP, this was an integral acquisition with a Business client that had contracts with the Canadian Government.
Manager, Client Advice III
CIBC
Mississauga, ON
05.2019 - 12.2020
- Responsible for leading and coaching a highly successful sales and service team focused on business growth, deepening client relationships and consolidating business.
- Created and implemented key strategies that were instrumental in the success of the banking centre.
- Successfully identify new business and cross-selling opportunities and develop strategies to increase market penetration and net sales.
- Continuously developing employee skills and knowledge through focused coaching.
- Managing and minimizing the banks risk by ensuring compliance, regulatory activities and guidelines are followed.
- Was rated Exceeded Expectations in 2020.
- Created and developed CIBC "Sauga Style" district song two years in a row. These songs were used in our end of year district celebration and utilized to motivate and inspire the team throughout the year.
- Managed and Coached FSR and FA to Annual Achiever
Manager, Financial Advice II
CIBC
Mississauga, ON
11.2015 - 05.2019
- Developed a strong client focused sales culture within the banking centre to capitalize on market share from competitors.
- Ensured the completion of sales and service training and regulatory compliance.
- Lead by example by coaching team on how to deepen client relationships, and meet client financial needs while providing a high standard of service.
- Went above and beyond to champion CIBC within the community to develop new and existing client relationships.
- Monitor the Banking Center's business performance and put action plans into place to close any gaps.
- Provided customers with first-rate experience and developed long-lasting relationships.
- Received two quarterly achiever awards.
Sr. Assistant Branch Manager
CIBC
Mississauga, ON
01.2015 - 11.2015
- Accountable for day-to-day operations of the banking centre and assisting the branch manager with managerial, and administrative functions.
- Maintaining communication between the banking centre and branch manager by preparing daily, weekly, and month-end reports regarding operations and productivity.
- Maintain control over audit procedures to ensure compliance with controls.
- Evaluated performance and implemented actions to improve priorities, productivity, and exceed customer expectations.
Senior Financial Service Representative
CIBC
Mississauga, ON
01.2013 - 01.2015
- Capitalized on opportunities to enhance customer experiences and bring in repeat business.
- Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
- Coaching and Mentoring peers.
- Successfully exceeded client expectations by maintaining strong client relationship management through a one to one approach and regular personalized communication.
- Received two quarterly achiever awards.
Customer Service Representative
CIBC
Mississauga, ON
03.2007 - 12.2009
- Identifying new sales opportunities
- Balancing all my transactions at the end of the work day
- Reviewed account and service histories to identify trends and issues.
- Educated clients on special promotions and CIBC offerings.
- Delivered service and support to each customer, paving way for future business opportunities.
- Won Quarterly Acheivers
Education
Investment Funds in Canada -
CSI
08.2011
Business Administration And Marketing - Marketing
Sheridan College Institute of Technology And Advanced Learning
Oakville, ON04.2008
Skills
- Issue and conflict resolution
- Account management
- Financial Management
- Business planning
- Strategic planning
- Negotiation
- Operations Management
- Relationship building
- Staff training/development
- Relationship Management
- Coaching and mentoring
- Business Administration
- Project management
- Microsoft Office expertise
- High-energy attitude
- Employee coaching
Timeline
General Manager
CIBC - 1 Toronto Street
11.2023 - Current
General Manager
CIBC - College & Spadina
07.2023 - 11.2023
General Manager
CIBC
01.2021 - 07.2023
Manager, Client Advice III
CIBC
05.2019 - 12.2020
Manager, Financial Advice II
CIBC
11.2015 - 05.2019
Sr. Assistant Branch Manager
CIBC
01.2015 - 11.2015
Senior Financial Service Representative
CIBC
01.2013 - 01.2015
Customer Service Representative
CIBC
03.2007 - 12.2009
Investment Funds in Canada -
CSI
Business Administration And Marketing - Marketing
Sheridan College Institute of Technology And Advanced Learning
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