Summary
Overview
Work History
Education
Skills
Timeline
Generic

KERRI BROWN

Oro-Medonte,Ontario

Summary

To obtain a Regional Consultant, Client Care position that will allow me to demonstrate my exceptional leadership, team building, and customer service skills, helping contribute to customer satisfaction and growth reducing escalations to Client Care.


SKILLS & ABILITIES Management Experience – 15 years Customer Service Experience – 17 + years in a retail setting Sales – A Yearly Rating of Exceeds Expectations within company. Hit yearly targets within two financial institutions while managing a team of employees as a Branch Manager. Consistently exceeded sales budgets and company targets as a manager, by building high performing teams to do the same. Money Management – Responsible for financial planning, mortgages, loans, day to day banking, customer transactions, daily bank deposits, and audited refunds and transactions as a manager. Risk Management, Cash Counts, as well as Mutual Fund Compliance were always top priority, and at or above benchmark. Computer Savvy – Confident with all banking systems, Apple and Microsoft applications, current with modern technology Team Work – 17+ years of experience communicating and working in a team setting. On the past 4 Year End Rating Conversations and Employee Survey Assessments within CIBC, was able to have great comments from team members and leaders and was able to achieve EXCEEDED EXPECTATIONS during both each year. Dedication to Growth – Focused on advancing my career within CIBC. Have consistently worked towards promotion in any role held previously. Have always prided myself on the support and development of my team.

Overview

9
9
years of professional experience

Work History

Sr. Specialist, Client Care

CIBC
04.2022 - Current

CIBC Client Care is CIBC’s client complaint second level resolution channel. Clients are engaged when their concerns have failed to be adequately addressed through a first level channel where they do business with CIBC such as a branch, a telephone contact centre, a product area or digital. As a Sr. Case Manager, Client Care you will deliver best-practice problem resolution to clients of CIBC who escalate their complaints to the Care Centre.  You will deliver value-added resolutions or, when appropriate, recommendations for resolution, within established Service Level Agreements (SLA’s) with business partners, from the time the matter is escalated. You will also be accountable for recommending any financial adjustments that may accompany a resolution, ensuring equity and stewardship of the bank’s assets are applied to every situation. This role will also be accountable for providing guidance and advice in problem resolution to other employees of CIBC, including those in a more senior position.

BANKING CENTER LEADER

CIBC
07.2020 - 04.2022
  • Manage client experience and build relationships
  • People leadership
  • Continue to create a positive, collaborative, and productive working environment
  • Results driven leadership
  • Monitor business performance, put action plans into place to close any gaps and work collaboratively with any partners to increase the banking center’s overall performance
  • Coached employees to exceed all metrics as well as assist with the day-to- day preparation and close any gaps in plan
  • Daily focus on delivering an exceptional client experience and deepening relationships
  • Ensure company standards are met by adhering to all mortgage and investments regulations, as well as day to day cash management lock ups, cash differences and client discrepancies.

MANAGER OF CLIENT ADVICE

CIBC, MISSISSAUGA AND WEST
02.2018 - 07.2020
  • Manage client experience and built relationships
  • Results driven leadership
  • Monitor business performance, put action plans into place to close any gaps and work collaboratively with any partners to increase the banking center’s overall performance
  • Coached employees to exceed all metrics as well as assist with the day-to- day preparation
  • Daily focus on delivering an exceptional client experience and deepening relationships
  • Ensure company standards are met by adhering to all mortgage and investments regulations, as well as day to day cash management lock ups, cash differences and client discrepancies.

SENIOR FINANCIAL SERVICES REPRESENTATIVE

CIBC, BARRIE
09.2016 - 02.2018
  • Managed client experience and built relationships by helping with
  • Financial Planning, Mortgages, Investments, Credit, cash management, and protection
  • Managed all client services by helping find solutions, provide advice, help with quality of life, and plan for the future
  • Ensure company standards are met by adhering to all mortgage and investments regulations, submitting proper clerical paperwork, and ensuring all critical timelines were met
  • Also consistently managed daily balancing, and compliance.

REGIONAL SALES AND OPERATIONS MANAGER

STANCE SHOES, BARRIE
07.2014 - 09.2016
  • Manage day-to-day operations for 13 retail locations across Canada
  • Total sales are $25 million annually
  • Manage a team of 250 employees
  • This includes hiring management for all locations, staff development, on-boarding, and implementation of policy and procedure
  • Ensure company standards are met by overseeing sales performance, visual guidelines, marketing time-lines and loss prevention standards

Education

High School Diploma -

EASTVIEW SECONDARY SCHOOL

INVESTMENT FUNDS
2016

Skills

  • Customer Relations
  • Root Cause Analysis
  • Management Collaboration
  • Process Improvement
  • Teamwork
  • Collaboration
  • Coaching/Training

Timeline

Sr. Specialist, Client Care

CIBC
04.2022 - Current

BANKING CENTER LEADER

CIBC
07.2020 - 04.2022

MANAGER OF CLIENT ADVICE

CIBC, MISSISSAUGA AND WEST
02.2018 - 07.2020

SENIOR FINANCIAL SERVICES REPRESENTATIVE

CIBC, BARRIE
09.2016 - 02.2018

REGIONAL SALES AND OPERATIONS MANAGER

STANCE SHOES, BARRIE
07.2014 - 09.2016

High School Diploma -

EASTVIEW SECONDARY SCHOOL

INVESTMENT FUNDS
KERRI BROWN