DOMINIC MATTI
Woodbridge,ON
Overview
7
7
years of professional experience
Work History
Financial Services Representative
Canadian Imperial Bank of Commerce
Toronto, ON
05.2021 - Current
- Serve as a dedicated brand ambassador for the bank, focused on delivering outstanding customer experiences through proactive engagement and personalized service.
- Conduct in-depth needs assessments to understand clients’ financial goals, using a strong knowledge of banking products to offer tailored recommendations that help bring their ambitions to life.
- Play a key role in credit risk management by carefully prescreening clients for lending products. Assess financial factors like income, existing debts, credit scores, and debt service ratios to ensure responsible lending decisions.
- Work closely with various teams and departments to quickly resolve client inquiries, ensuring efficient and satisfactory resolutions at the first point of contact.
- Maintain strict confidentiality and safeguard sensitive client information, following all regulatory guidelines and internal policies.
- Promote digital banking solutions by educating clients on self-service options, helping them navigate and adopt digital tools for greater convenience.
Support Leader
CIBC
Toronto, ON
02.2024 - 11.2024
- Led group development sessions to strengthen team collaboration, streamline processes, and enhance overall performance. Most recently, helped my team achieve a 350% improvement in sales performance within a few months.
- Reviewed complex procedures, demonstrated best practices, and provided hands-on coaching during team sessions.
- Offered one-on-one support to team members struggling with procedures, ensuring they fully understood and could apply the necessary processes.
- Acted as a mentor and resource, fostering a culture of learning and continuous improvement.
- Partnered with team leaders and managers to identify training needs and develop customized training sessions.
- Encouraged team members to promote digital self-service options, equipping them with the knowledge to guide clients in adopting digital banking solutions.
GST/HST Appeals Officer
Canada Revenue Agency
Scarborough, ON
09.2019 - 03.2021
- Reviewed objections, appeals, and taxpayer relief requests related to Excise Tax Act (ETA) assessments.
- Analyzed all available information to come to a final decision to allow objection in full, allow objection in part, or disallow objection, and adjust Notice of Assessments as necessary.
- Examined ETA objection documents, auditor working papers, and requested additional information from taxpayers related to objection including financial statements and their supporting documents.
- Conducted interviews with taxpayers and their representatives in order to discuss objection and obtain information and explanations as necessary.
- Researched, analyzed, interpreted, and applied legislative and regulatory provisions, policies, guidelines and jurisprudence related to each objection.
- Created detailed reports and spreadsheets explaining the decision, citing all legislation and jurisprudence required to support the decision.
- Cooperated with representatives from the Department of Justice and Litigation Office to prepare for the Tax Court of Canada hearings and testify on behalf of the Minister as required.
GST/HST Trust Compliance Officer
Canada Revenue Agency
Scarborough, ON
05.2018 - 09.2019
- Managed an inventory of taxpayers which included delinquent GST/HST filers to ensure clients file their overdue returns, and encourage voluntary future compliance with deadlines.
- Handled incoming and outgoing calls to clients related to the assigned accounts in order to request that delinquent returns are filed, providing a deadline, and following up on the deadline.
- Followed up on accounts after deadlines had passed to ensure that all filings were up to date.
- Assessed notional Excise Tax on taxpayers who refused to comply with deadline, using all available information including personal and corporate financial statements, previously filed returns, payroll remittances, and other information.
- Provided clients with customer service and step-by-step instructions to help with filing GST/HST returns.
- Documented all contact attempts and communications with clients to help CRA maintain records.
Education
Bachelor of Commerce - Accounting
York University
02.2019
Skills
- Problem resolution
- Self-motivated
- Analytical thinking
- Active listening
- Detail-oriented
- Punctual
- Friendly, positive attitude
- Collaboration
- Responsible
- Negotiation
References
References available upon request.
Timeline
Support Leader
CIBC
02.2024 - 11.2024
Financial Services Representative
Canadian Imperial Bank of Commerce
05.2021 - Current
GST/HST Appeals Officer
Canada Revenue Agency
09.2019 - 03.2021
GST/HST Trust Compliance Officer
Canada Revenue Agency
05.2018 - 09.2019
Bachelor of Commerce - Accounting
York University
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