Dominic Lortie
Magog,QC
Summary
Accomplished Relationship Manager with a proven track record at CIBC Commercial Banking, enhancing client portfolios and fostering robust relationships through exceptional communication and analytical problem-solving skills. Spearheaded business development initiatives, driving revenue growth and ensuring compliance with banking regulations. Fluent in French and English, adept at risk mitigation and portfolio growth, consistently achieving targets.
Overview
12
12
years of professional experience
Work History
Relationship Manager
CIBC Commercial Banking
07.2022 - Current
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Continuously updated personal knowledge of banking regulations and compliance requirements to minimize risk exposure for both clients and the organization.
Associate
CIBC Commercial Banking
11.2021 - 07.2022
- Support the Relationship Managers in they're day to day tasks.
- Analyze and provide financial solution for IB size clients or prospects.
- Develop skills with the numerous software the bank provides to enhance efficiency.
Banking Center Leader
CIBC
09.2021 - 11.2021
- Trained employees on financials products and assigned duties.
- Oversaw day-to-day activities of 3 employees in the Windsor branch, fostering inspiring atmosphere to optimize employee experiences.
- Assisted with new hire processing and existing training programs.
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
Financial Services Representative
CIBC
12.2020 - 09.2021
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- 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.
Landscaping Crew Leader
Écoverdure
04.2015 - 08.2018
Salesman
Sport Experts
01.2016 - 07.2017
Sport and Leisure Attendant
Municipality of Richelieu
01.2014 - 12.2014
Customer Service
Tim Hortons
06.2012 - 12.2013
Education
BBA - Finance
University of Sherbrooke
Sherbrooke, QC12.2021
Skills
- Client Relationships
- Excellent Communication
- Risk Management
- Portfolio Growth
- Business Development
- Risk Mitigation
- Analytical Problem Solving
- Critical Thinking
- Public Speaking
- Financial Services
- FLUENT IN French and English
- Proactive and Focused
Languages
French
Native or Bilingual
English
Native or Bilingual
Timeline
Relationship Manager
CIBC Commercial Banking
07.2022 - Current
Associate
CIBC Commercial Banking
11.2021 - 07.2022
Banking Center Leader
CIBC
09.2021 - 11.2021
Financial Services Representative
CIBC
12.2020 - 09.2021
Salesman
Sport Experts
01.2016 - 07.2017
Landscaping Crew Leader
Écoverdure
04.2015 - 08.2018
Sport and Leisure Attendant
Municipality of Richelieu
01.2014 - 12.2014
Customer Service
Tim Hortons
06.2012 - 12.2013
BBA - Finance
University of Sherbrooke
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