Kelli Blumentrath
Edmonton,Alberta
Summary
Dynamic and results-oriented manager in Commercial Banking with a proven track record of excelling in client care, business development, and financial analysis. Recognized for exceptional communication skills and the ability to build strong relationships with both internal and external partners. Known for a meticulous attention to detail and a strong work ethic, I am deeply committed to delivering excellent service to my clients. I am eager to leverage my current expertise in a new role within Private Banking at CIBC, where I can continue to drive success and foster meaningful client relationships.
Overview
12
12
years of professional experience
Work History
Relationship Manager, Commercial Banking
CIBC
10.2023 - Current
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Exceeded portfolio goals by cultivating a strong network of professional contacts and referrals.
- Increased client trust and loyalty by providing consistent, high-quality advice on products and services tailored to their needs.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Complied with established internal controls and policies.
- Achieved high levels of client satisfaction through meticulous attention to client needs and preferences.
- Expanded clientele base through successful networking events and marketing initiatives.
Associate, Commercial Banking
CIBC
01.2022 - 10.2023
- Responsible for the preparation and completion of annual renewal applications which consists of analyzing customer data to identify trends, anticipate customer needs, and underwriting the overall deal.
- Collaborate in a team to find innovative solutions in order to put the client first, assess their needs, and provide the best service.
- Participated in client/prospect proposals for financial and strategic solutions to meet client needs.
- Met Associate goals and made best efforts to make an impact on the client and the team.
- Prioritized tasks to meet tight deadlines, and pitching in to assist others with project duties.
- Knowledge of commercial banking products, services and offerings.
Staff Accountant
Kingston Ross Pasnak
05.2018 - 08.2021
- Responsible for overall planning and preparation of Notice to Readers and entry level Review and Audit engagements.
- Communications with partners, managers, and clients in regard to the billed time, as well as any unusual circumstances throughout the engagement.
- Prepared and reviewed financial statements, personal tax returns, and corporate tax returns.
- Analyzes financial statements to review a company's financial performance.
- Responsible for the completion of the engagements in a timely manner, providing value for the client.
Office Assistant
Kingston Ross Pasnak LLP
10.2016 - 05.2017
- Reception coverage on a multi-line phone
- Directing internal and external calls in a professional, timely manner
- Preparing client packages
- Meeting and greeting clients
- E-Filing personal tax returns with Canada Revenue Agency
- Archiving client's electronic files in the firm's database
- Scanning/filing client documentation and receipts into the client database
Cashier
McDonald's
05.2012 - 12.2015
- Worked all areas of customer service
Education
BBA - Finance
NAIT
Edmonton, AB, Canada04.2022
Skills
- Strong communication and interpersonal skills
- Extremely organized and high attention to detail
- Excellent financial analysis skills
- Highly dependable, personable and professional
- Relationship building skills
- Analytical and problem-solving skills
- Solid time management and multitasking skills
- Ability to work independently or in a team setting
- Enjoys working in a fast paced environment delivering a high quality product
- Eager to learn
- Excels at networking and business development
Volunteering
- Junior Achievement - Consistently volunteer to teach young students about finances
- Ronald McDonald House - Consistently volunteer to cook meals for RMH.
- Santa's Anonymous - Delivering or sorting gifts in warehouse to families in need every year
- Alberta Health Services - Home Care Visitor for patients with dementia (January 2020 - January 2021)
Timeline
Relationship Manager, Commercial Banking
CIBC
10.2023 - Current
Associate, Commercial Banking
CIBC
01.2022 - 10.2023
Staff Accountant
Kingston Ross Pasnak
05.2018 - 08.2021
Office Assistant
Kingston Ross Pasnak LLP
10.2016 - 05.2017
Cashier
McDonald's
05.2012 - 12.2015
BBA - Finance
NAIT
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