Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

JUDITH ANIEROBI

London,ON

Summary

Seasoned professional with over fifteen years of experience in the financial industry, where extensive experience in Relationships Management, Banking operations and financial planning was gained. These comprises of establishing business relationships through various types of investments, management of loans and advances, as well as marketing of various financial products to high-net-worth individuals, retail consumers and small and medium scale enterprises. Very strong knowledge of retail banking, back-office operations, and accounts and relationship management. Academically inclined with solid skills for analyzing, communicating and solving problems that will effectively bring solutions across board in an organization. Good utilization of experience and good interpersonal communication skills in building, maintaining and deepening both internal and external customer’s experience and satisfaction.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Associate Financial Services Specialist

CIBC – Canadian Imperial Bank of Commerce
12.2014 - Current
  • Provides exceptional experience for new and existing clients by identifying their needs through utilization of CIBC Financial tools – ECRM Salesforce, CIBC Goal Planner, Wealth Management Enterprise, CIF etc.
  • And deepening their loyalty with bank
  • Identifying client’s potentials and assisting them in building a healthy financial net worth from onset
  • Closed many secured and unsecured lending including Mortgages, Debt consolidation and Retirement planning etc.
  • Which assisted client in meeting their financial goals
  • Assists clients in their Investment Solutions, by giving them advice that suits their customized needs e.g., Mutual funds solutions, Market Linked GICS and Savings Accounts solutions etc.
  • Positively maintaining excellent weekly core Financial Services activities, Targets and Exceptional Client experience and Loyalty
  • Created and maintained excellent client experience with new and existing clients
  • Proactively initiated daily outbound calls to book appointments with clients to discuss their needs and to offer financial solutions
  • Accountable for accurately capturing and validating clients’ personal and financial information on ECRM Salesforce, CIF etc.
  • Ensuring all documentation is completed in accordance with CIBC policies and procedures
  • Demonstrated strong code of ethics while adhering to and protecting client’s privacy
  • Offered advance knowledge and experience of multiple banking solutions to clients

Business Analyst

BLACKTECH HUB
05.2022 - 05.2023
  • Liaised with business stakeholders to define and understand business requirements for deploying ecommerce software solution Projects on time and within budget
  • Conducted in-depth analysis of Retail e-commerce data, including sales trend, customer behavior, website performance, and marketing campaigns, to identify areas for improvement and growth
  • Facilitated working sessions with both client and internal implementation team and Stakeholders to design potential solutions to meet business need
  • Elicited and documented requirements, including User Stories and translated them into functional specifications for Technical Teams to develop and implement
  • Interpreted Data, analyzed results using statistical techniques and provided reports
  • Developed specifications to outline system functions, actors, business rules, and data elements for use case scenarios
  • Document Traceability Matrix to determine if test cases meet business needs using SharePoint as repository and Jira for issues, bug tracking, and project management
  • Perform document analysis to understand scope and requirements of HCM -Hunan Resources project
  • Developed and maintained performance metrics, dashboards, and report to track key performance indicators (KPI) and measure effectiveness of Retail e-commerce initiatives
  • Perform Gap Analysis to determine current state and define proposed future state - AS-IS” and “TO-BE” presenting them using Business Flow Diagram via Visio
  • Elicit and document detailed functional and non-functional requirements in Business requirements document (BRD)
  • Recommended approaches to streamline and integrate technological processes in organization to improve overall efficiency
  • Develop RACI matrix with team members to clarify roles and responsibilities during initiation phase of procurement enhancement application
  • Design Test plans, Test Cases and Performed User Acceptance Testing (UAT) using MS Excel to ensure proper Test Management
  • Developed and tested software features for mobile application
  • Cultivated strong relationships with stakeholders to facilitate collecting and analyzing of requirements
  • Facilitated walkthrough sessions with client to demonstrate progress of application and training end users on use of system
  • Created User Manual/Training Guide for various end users of Web Inventory Tracking System (WITS) to facilitate smooth transition to new system
  • Stayed up to date with emerging Retail e-commerce technologies, industry trends, and best practiced and proactively shared knowledge and insights with team
  • Participated in cross-functional projects and initiatives as SME Subject Matter Expert on Retail e-commerce business processes and strategies.

Sales and Service Specialist

Canadian Imperial Bank of Commerce, CIBC, CIBC CREDIT CARDS
04.2014 - 11.2014
  • Efficiently responded to inbound client calls and provided information to existing and potential clients via telephone regarding CIBC's full range of credit card products and services with focus on meeting and exceeding client expectations, building loyalty and growing business
  • Met customer service, sales and productivity targets, by understanding client needs, resolving issues effectively, overcoming objections, and actively identifying opportunities to promote and sell products, services, loyalty programs and marketing offers
  • Recognized sales opportunities and actively promoted CIBC products and services with special concentration on credit card Payment Protector
  • Analyzed and interpreted customer inquiries through well thought out judgments, decision-making skills and product knowledge

Business Analyst/Relationship Manager

FBN Bank UK
08.2006 - 12.2012
  • Facilitated requirements gathering sessions to elicit business requirements from stakeholders and subject matter experts using JAD and Brainstorming techniques during lending approval automation project
  • Collaborated with Wealth Management Investment Advisors to introduce new investment products and services tailored to needs of high-net-worth clients
  • Played key role in implementation of digital wealth management platform, enhancing client experience, and streamlining account management processes
  • Analyzed cash flow mechanics and business plans to make informed credit decisions
  • Provided accurate, timely and professional service to business owners
  • Fostered positive relationships with clients, Relationship Managers and internal stakeholders
  • Supported team members and contributed to cooperative work environment
  • Translated business requirements into systems functional specification utilizing UML techniques like use cases to illustrate user and system interactions
  • Created mockups and wireframes using Microsoft Visio to illustrate additional system views and features in Wealth Management domain and ECRM
  • Created a requirements traceability matrix to ensure all business requirements and functional requirements are complete and not missed
  • Participated in UAT testing to ensure stakeholder requirements were met most especially in wealth management domains
  • Logged defects and retested to ensure all outstanding issues are resolved
  • As, Exceptional Account and Relationship Management of High Net-worth clients and SME
  • Sold mortgages, personal loans, overdrafts, auto loan, invoice discounting, OGCF, LPO financing etc.
  • And consistently exceeded targets
  • Created business relationships through various types of investments e.g., GIC, Fixed deposits, Call deposit
  • Managed Loans and Advances with balance sheet of over $10 million
  • Assisted in field implementation schedules via marketing of bank’s various products e.g., “U”-First consumer loan products.

Education

Business Analysis Certification Training Course -

BTech Academy
Toronto, ON

Scrum and Agile Methodology Certification Training Course -

BTech Academy
Toronto, ON

Post Grad Cert -

Humber College
Toronto, ON

Honors - Financial Planning

Honors - Marketing Management

Nnamdi Azikiwe University

Master degree - Public and International Affairs

Humber College

B.Sc. - Mass Communication

University of Lagos

Skills

  • Relationship Management
  • Credit and Asset Structuring and documentation
  • Effective Communication – Verbal and Written
  • Business Writing
  • Problem identification and solving skills
  • Office 365
  • Jira and Confluence
  • Figma and Wireframing
  • Visio
  • SQL
  • Agile, Scrum & Waterfall
  • User Stories
  • End to End Requirement Cycle
  • Software Development Life Cycle (SDLC)
  • Use Cases
  • Risk Assessment and Management
  • Requirements Elicitation and Documentation
  • Business Case Preparation
  • Testing and Quality Assurance
  • Process analysis and Process Improvement
  • GAP Analysis & Cost Estimation
  • Azure Fundamentals
  • Change Management
  • Quality Assurance & User Acceptance Testing

Certification

  • Scrum Master Accredited Certification International Scrum Institute - Zurich, Switzerland
  • Scrum Product Owner Accredited Certification International Scrum Institute - Zurich, Switzerland
  • Canadian Securities Course Certificate Canadian Securities Institute - Toronto, ON

Timeline

Business Analyst

BLACKTECH HUB
05.2022 - 05.2023

Associate Financial Services Specialist

CIBC – Canadian Imperial Bank of Commerce
12.2014 - Current

Sales and Service Specialist

Canadian Imperial Bank of Commerce, CIBC, CIBC CREDIT CARDS
04.2014 - 11.2014

Business Analyst/Relationship Manager

FBN Bank UK
08.2006 - 12.2012

Business Analysis Certification Training Course -

BTech Academy

Scrum and Agile Methodology Certification Training Course -

BTech Academy

Post Grad Cert -

Humber College

Honors - Financial Planning

Honors - Marketing Management

Nnamdi Azikiwe University

Master degree - Public and International Affairs

Humber College

B.Sc. - Mass Communication

University of Lagos
  • Scrum Master Accredited Certification International Scrum Institute - Zurich, Switzerland
  • Scrum Product Owner Accredited Certification International Scrum Institute - Zurich, Switzerland
  • Canadian Securities Course Certificate Canadian Securities Institute - Toronto, ON
JUDITH ANIEROBI