Francine Kuipers
Duncan,BC
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Experience delivering customer service and administrative excellence, including clerical support and public interaction. Excels in calendar management, scheduling, data entry and database administration. Well-organized professional equipped with varied experiences
Overview
43
43
years of professional experience
Work History
Retired
Retired Cibc Advisor
11.2022 - Current
Senior Imperial Service Financial Advisor
CIBC Imperial Service
10.2006 - 11.2022
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Facilitated new client onboarding process and investment account setup.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Developed thorough understanding of each client's needs and financial situation by asking questions and conducting research.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Met with clients to discuss assets, expenses, and long-term and short-term goals to devise personalized financial plans.
- Presented financial plans and investment recommendations to clients.
- Assisted clients with budgeting and cash flow management.
Personal Banking Advisor
CIBC
01.1995 - 10.2006
- Evaluated client financial positions and identified most appropriate banking products.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Built and maintained portfolio of loans to meet established goals and objectives.
- Processed customer applications and approved loans in accordance with bank policy.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Personal Banking Representative
CIBC
04.1993 - 01.1995
- Cross-sold bank products and services to meet customer needs and provide options.
- Promoted financial products by maintaining excellent service offering knowledge.
Customer Service Representative
CIBC, Victoria, British Columbia
04.1989 - 04.1993
- Process cash and clearing transactions, abiding by current policies
- Ensured branch assets were properly safeguarded and that premises and equipment were maintained and all collateral documents were properly controlled
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Handled customer inquiries and suggestions courteously and professionally.
Trust Administator
Yorkshire Trust
03.1981 - 08.1988
Education
Wealth Management Essential Course - Finance
CSI
07.2009
Conduct and Practices Handbook - Finance
Institute of Canadian Banker
12.2006
Canadian Securities Course - Personal Finance Planning
CSI
10.2006
Canadian Investment Funds Course - Finance
CSI
04.1988
High School Diploma -
Cowichan Senior Secondary
09.1979
Skills
- QUALIFICATION HIGHLIGHTS
- Microsoft Office tools
- Cash Handling
- Asset Allocation
- Active Listening
- Problem-Solving Ability
- Customer Interaction
- Real Estate Lending Processes
Timeline
Retired
Retired Cibc Advisor
11.2022 - Current
Senior Imperial Service Financial Advisor
CIBC Imperial Service
10.2006 - 11.2022
Personal Banking Advisor
CIBC
01.1995 - 10.2006
Personal Banking Representative
CIBC
04.1993 - 01.1995
Customer Service Representative
CIBC, Victoria, British Columbia
04.1989 - 04.1993
Trust Administator
Yorkshire Trust
03.1981 - 08.1988
Wealth Management Essential Course - Finance
CSI
Conduct and Practices Handbook - Finance
Institute of Canadian Banker
Canadian Securities Course - Personal Finance Planning
CSI
Canadian Investment Funds Course - Finance
CSI
High School Diploma -
Cowichan Senior Secondary
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