Summary
Overview
Work History
Education
Skills
Timeline
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Heather McLeod-Daoust

St. Albert,AB

Summary

Accomplished Financial Services Associate at CIBC Imperial Service, adept in strategic planning and relationship management, significantly enhanced client satisfaction and portfolio performance. Leveraged financial software proficiency and effective communication to develop long-term business partnerships and streamline processes, demonstrating adaptability and a results-driven approach.

Overview

24
24
years of professional experience

Work History

Financial Services Associate

CIBC Imperial Service
07.2019 - Current
  • Opened accounts for new and existing customers and assisted customers in completing application forms.
  • Provided financial reports and interpreted financial information to managerial staff while recommending further courses of action.
  • Monitored loans and accounts payable and receivable to keep current.
  • Proposed investment products to customers.
  • Maintained financial health of organization.
  • Administered account transactions with customers and assisted in generating sales opportunities.
  • Maintained knowledge of new investment products and assisted in developing sales strategies.
  • Developed and maintained database of records to facilitate smooth transactions for financial processes.
  • Promoted and marketed finance and security products to customers.
  • Administered account transactions and responded to customer inquiries concerning financial products.
  • Demonstrated exceptional attention to detail when reviewing client accounts, identifying errors or discrepancies early on.
  • Managed a diverse portfolio of high-net-worth clients, ensuring personalized attention and tailored strategies.
  • Collaborated with team members to develop new financial products and services, enhancing the firm''s offerings.
  • Assisted in the onboarding process for new clients, ensuring a seamless transition into the company''s financial management system.
  • Actively participated in client meetings, presenting insightful findings from analyses that informed key decision-making processes.
  • Maintained strict compliance with industry regulations and company policies, minimizing risk exposure for the firm and its clients.
  • Increased client satisfaction by providing timely and accurate financial advice for investment strategies.
  • Opened and closed accounts as required.
  • Successfully adapted communication styles as needed when working with diverse groups of stakeholders, including both internal team members and external partners.
  • Developed strong relationships with clients, resulting in increased trust and long-term business partnerships.
  • Supported colleagues by sharing expertise and collaborating on complex cases, fostering a positive work environment.
  • Streamlined internal processes for improved efficiency in handling client accounts and transactions.
  • Assisted in the preparation of comprehensive financial plans to help clients achieve their financial goals.
  • Provided excellent customer service, addressing concerns promptly and proactively anticipating client needs.
  • Balanced multiple priorities simultaneously while maintaining focus on delivering high-quality service to all clients.
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Maintained updated records of all financial transactions to support traceability.
  • Monitored changes in financial markets and kept clients informed of latest developments.
  • Offered competitive commercial banking solutions and retail financing options.
  • Developed and implemented risk management strategies to minimize financial losses.
  • Managed client financial portfolios to minimise risk and optimize returns.
  • Prepared detailed financial reports to monitor and assess portfolio performance.
  • Built and established relationships with clientele to improve future business opportunities.
  • Developed and maintained database of financial records for clients.
  • Produced financial statements and reports to comply with regulations.
  • Advised clients on financial matters and recommended investments.

Assistant Branch Manager

CIBC
06.2000 - 09.2006
  • Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
  • Trained and developed new team members in alignment with branch service standards and objectives.
  • Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
  • Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.
  • Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
  • Managed risk effectively through strict adherence to compliance guidelines, minimizing financial losses due to fraud or errors in transactions.
  • Demonstrated knowledge of branch financial products, loans and lines of credit.
  • Facilitated customer satisfaction by executing personal communication and frequent follow-ups.

Education

Bachelor of Arts - Economics

University of Calgary
Calgary, AB
06.2003

Skills

  • Sales skills
  • Strategic Planning
  • Credit analysis
  • Relationship Management
  • Risk Management
  • Financial Services
  • Investment strategies
  • Debt management
  • Financial Software Proficiency
  • Strong administrative abilities
  • Customer Relationship Management
  • Account Retention
  • Account documentation
  • Regulatory Compliance
  • Reliability
  • Active Listening
  • Adaptability and Flexibility
  • Effective Communication
  • Punctual and Dependable
  • Client Relationship Building

Timeline

Financial Services Associate

CIBC Imperial Service
07.2019 - Current

Assistant Branch Manager

CIBC
06.2000 - 09.2006

Bachelor of Arts - Economics

University of Calgary

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Heather McLeod-Daoust