David Marcelus
CIBC
Montreal,QC
3
Languages
1
Certification
14
years of professional experience
Dynamic professional with expertise in financial sales and customer engagement strategies, honed at RBC. Proven track record in enhancing client experiences and resolving complex issues. Adept at leveraging CRM systems to drive satisfaction and compliance. Successfully managed over 50 daily interactions, consistently exceeding performance targets while maintaining high customer satisfaction.
Work History
Financial Services Representative
2 Months- Assisted clients in selecting appropriate financial products to meet personal and business needs.
- Analyzed client portfolios to identify opportunities for improvement and recommend tailored solutions.
- Processed transactions accurately, ensuring compliance with regulatory requirements and internal policies.
- Delivered exceptional customer service by addressing inquiries and resolving concerns efficiently.
Credit Card Advisor
4 Months- Advised clients on credit card products and banking solutions, improving financial decision-making outcomes.
- Explained rates, benefits, and terms, ensuring compliance with internal banking policies and supporting informed client decisions.
- Maintained high customer satisfaction while achieving performance targets.
- Protected confidential client information and ensured regulatory compliance, maintaining trust and integrity in client relationships.
Customer Service Representative
5 Months- Resolved customer inquiries while upholding quality assurance standards, contributing to improved customer satisfaction.
- Managed 50+ inbound calls daily, fostering efficient and professional customer interactions.
- Documented client interactions in internal systems, ensuring accurate records for future reference.
Office Manager (Co-Manager)
2 Years 5 Months- Oversaw daily administrative and financial operations to ensure seamless office functionality.
- Managed payments and invoicing to streamline customer service activities.
- Coordinated team schedules with external business partners to improve collaboration.
Customer Service Agent / Ticketing Agent
9 Years 6 Months- Resolved complex travel-related issues, providing timely solutions that increased passenger confidence.
- Facilitated passenger reservations, ticketing, and travel modifications, achieving higher customer satisfaction ratings.
- Coordinated operational and administrative support across multiple airports, streamlining service delivery.
Education
Bachelor's Degree - Computer Science
Incomplete
- GPA: Santo Domingo
High School Diploma
Skills
Financial product advisory
Sales forecasting
Needs assessment
Customer engagement
Financial product knowledge
Customer engagement strategies
CRM proficiency
Regulatory compliance
Data compliance
Certification
CCNA - Cisco Certified Network Associate
Languages
French
Full Professional
Spanish
Full Professional
English
Full Professional
Timeline
Financial Services Representative
CIBC
05.2026 - CurrentRead More
Credit Card Advisor
RBC
04.2025 - 08.2025Read More
Customer Service Representative
Alorica
07.2024 - 12.2024Read More
Office Manager (Co-Manager)
Caribbean Plezi Pam Multiservices
12.2021 - 05.2024Read More
Customer Service Agent / Ticketing Agent
interCaribbean Airways
04.2012 - 10.2021Read More
Univers Frere Raphael
High School Diploma
Read More
ITLA
Bachelor's Degree from Computer Science
Read More