Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Affiliations
References
Timeline
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Edwin Buhay

Lloydminster,SK

Summary

Results-oriented individual with a passion for continuous learning and innovation. Known for leveraging analytical thinking and creativity to solve problems and deliver high-impact solutions in fast-paced environments.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Banking Centre Leader

CIBC Bank
Maidstone, Saskatchewan
06.2024 - Current
  • Prepared and presented reports on team performance, challenges, and achievements to senior management.
  • Managed scheduling for staff, ensuring adequate coverage during peak times and projects.
  • Responded to customer questions regarding products, prices and availability.
  • Developed and implemented strategies to improve team performance and productivity.
  • Assessed company operations for compliance with safety standards.
  • Analyzed key performance indicators to identify effective strategies.
  • Conducted regular meetings with staff to discuss progress, identify challenges, and develop solutions.
  • Resolved customer complaints and issues promptly, ensuring customer satisfaction and loyalty.
  • Identified needs of customers promptly and efficiently.
  • Set specific goals for projects to measure progress and evaluate end results.
  • Fostered a positive and motivating work environment, leading to an increase in team morale.

Financial Services Representative

CIBC Bank
Lloydminster, SK
09.2021 - 09.2024
  • Created customized plans tailored to each individual client's needs.
  • Analyzed client financial statements and data to evaluate financial health and investment opportunities.
  • Conducted risk assessments to tailor financial advice and strategies to individual client profiles.
  • Implemented effective client retention strategies resulting in high satisfaction and referral rates.
  • Cold-called potential clients to discuss available financial products and services.
  • Developed and implemented strategies for financial planning, investments, and retirement.
  • Guided customers toward upward credit mobility through good financial choices.
  • Facilitated educational workshops on financial planning and investment strategies for clients.
  • Provided accurate information regarding fees, commissions, regulations related to financial services.
  • Discussed financial needs and goals to present investment options aligned with clients' financial status.
  • Utilized CRM systems to track client interactions, transactions, and progress towards financial goals.

Customer Service Representative

CIBC Bank
Lloydminster, SK
09.2020 - 09.2021
  • Enhanced productivity and customer service levels by anticipating needs and delivering outstanding support.
  • Informed customers about billing procedures, processed payments, and provided payment option setup assistance.
  • Answered customer inquiries via phone, email, and chat.
  • De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
  • Developed strong customer relationships to encourage repeat business.
  • Monitored customer satisfaction levels through surveys and feedback forms.
  • Collected deposits or payments and arranged for billing.
  • Identified opportunities for upselling additional products or services based on customer needs.

Education

Canadian Investment Funds Course - Canadian Investment Funds Course

IFSE Institute
09-2021

Bachelor of Science - Business Administration And Management

Far Eastern University
Manila, Philippines
03-2008

Skills

  • Financial planning
  • Regulatory compliance
  • Customer relationship management
  • Client retention
  • Sales forecasting
  • Risk assessment
  • Performance metrics
  • Priority management
  • Staff development
  • Teamwork and collaboration
  • Written communication
  • Problem-solving abilities
  • Data analysis
  • Active listening
  • Adaptability and flexibility
  • Analytical thinking
  • Performance analysis
  • Team leadership

Accomplishments

  • Brand Ambassador 2020-2024
  • CIBC Living our Purpose Awardee
  • Net Promoter Score of 100% for 6 months

Certification

  • Commissioner of Oaths (Saskatchewan)
  • CPR/AED/First Aid Certification

Languages

English
Professional
Filipino
Professional
Cree
Elementary

Affiliations

  • Mountain Biking
  • Cooking
  • Family Bonding

References

References available upon request.

Timeline

Banking Centre Leader

CIBC Bank
06.2024 - Current

Financial Services Representative

CIBC Bank
09.2021 - 09.2024

Customer Service Representative

CIBC Bank
09.2020 - 09.2021

Canadian Investment Funds Course - Canadian Investment Funds Course

IFSE Institute

Bachelor of Science - Business Administration And Management

Far Eastern University

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Edwin Buhay