Gabrielle Bucchianico
Montreal,QC
Summary
Top-performing professional with substantial experience in banking and finance. Dedicated to establishing long-term relations with customers to demonstrate trust and decrease account closure rates. Adept at understanding customer needs to recommend appropriate banking products.
Overview
10
10
years of professional experience
Work History
Personal Banker
BMO
01.2023 - Current
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Managed complex credit applications; negotiated terms and conditions which resulted in increased loan approvals for qualified borrowers.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
- Enhanced investment strategies for better returns through thorough market analysis and risk assessment.
Mortgage Broker
Groupe Orbis
08.2022 - 11.2022
- Collaborated with and facilitated communications between borrowers and lenders to obtain ideal loans for home purchases
- Assessed clients' financial data to determine loan suitability
- Worked with underwriters to fix application problems and resolve issues
- Reviewed loan files and updated to match current standards
- Oversaw scheduling of timely loan closing to satisfy home builder and borrower needs
- Implemented sales strategies that established relationships with realtors and notaries
- Proactively identified solutions for customers experiencing credit issues
- Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
Mortgage Broker
Multi-Prets
08.2020 - 08.2022
- Collaborated with and facilitated communications between borrowers and lenders to obtain ideal loans for home purchases
- Assessed clients' financial data to determine loan suitability
- Worked with underwriters to fix application problems and resolve issues
- Reviewed loan files and updated to match current standards
- Oversaw scheduling of timely loan closing to satisfy home builder and borrower needs
- Implemented sales strategies that established relationships with realtors and notaries
- Proactively identified solutions for customers experiencing credit issues
- Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
Personal Trainer
Self-Employed
01.2014 - 01.2019
- Developed, planned and led personal and group fitness sessions as well as well-known specialty fitness programs
- Recruited new participants each month with expertise in relationship-building and personal training
- Designed specific workout systems for individual clients based on performance ability
- Created inspirational physical training initiatives to foster healthy lifestyle decisions
- Built customer loyalty by smoothly executing training initiatives
- Grew customer base through word-of-mouth referrals based on customer satisfaction and results.
Education
Certificate - Mutual Funds
IFSE
Montreal, QCAEC: Real Estate -
Academie De L'entrpreneurship
09.2019
Skills
- Building and Maintaining Professional Relationships
- Creative Solutions For Borrowers & Lenders
- Easily Explaining Difficult Concepts
- Financial Advice to Enhance Borrower's Knowledge
- Portfolio Assessment
- Sales Expertise
- Client Retention
- Client Relationship Management
Projects
Weightlifting National Championships 2016 Aided in Creation of Facebook Group Real Estate Investors of Montreal
Volunteer Experience
- Christmas Baskets for single mother households
- Old Brewery Mission
Languages
French
Native or Bilingual
English
Native or Bilingual
Awards
Bmo Awards received:
-Quarter 1 2023 : Winner of best results in my market.
- Quarter 4 2023: Winner of best results in market.
- 3 month Pilot Project for Commercial Accounts : Winner of each month with the most referrals.
- Highest Commercial Account openings.
- Brought our branch from last spot to top 10 in market within 1 year.
Timeline
Personal Banker
BMO
01.2023 - Current
Mortgage Broker
Groupe Orbis
08.2022 - 11.2022
Mortgage Broker
Multi-Prets
08.2020 - 08.2022
Personal Trainer
Self-Employed
01.2014 - 01.2019
Certificate - Mutual Funds
IFSE
AEC: Real Estate -
Academie De L'entrpreneurship
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