Summary
Overview
Work History
Education
Skills
Certification
Volunteer work
Accomplishments
Languages
References
Timeline
Generic

Kingsley Etuk

ON

Summary

Results-driven Financial Sales Representative in delivering exceptional client service and achieving sales targets in the banking and financial sector. Expertise in identifying customer needs, providing tailored financial solutions, and building long-term client relationships. Skilled in cross-selling, problem-solving, and adhering to compliance standards while promoting products such as loans, investments, regular investment plans, financial advice and credit services. Dedicated to upholding commitment and strong values to our customers' trust and excellence. Top performer in ONTW region

Overview

8
8
years of professional experience
1
1
Certification

Work History

Financial Sales Representative

CIBC Branch With ATM
WINDSOR, ON
01.2024 - Current
  • Ensure adherence to all banking policies, procedures, and regulatory requirements to maintain the integrity and security of client information.
    Complete the necessary documentation, and follow compliance protocols during client interactions.
  • Assessed customer financial needs and recommended appropriate solutions. Offered basic financial advice and support concerning banking products, budgeting, and savings strategies.
  • Develop and maintain strong relationships with clients by understanding their financial needs and goals.
  • Provide information about CIBC’s products and services, including personal banking, investment options, and loans.
  • Assist customers with account-related inquiries, transactions, and issues, ensuring a smooth banking experience. Process transactions such as deposits, withdrawals, and transfers accurately and efficiently.
  • Actively engage with clients to identify opportunities for cross-selling financial products and services.
  • Stay informed about current market trends and financial products to effectively assist clients in making informed decisions. Advised clients on investments such as equities, bonds, and mutual funds.
  • Exceeded customer satisfaction by finding creative solutions to problems.

CSR

CIBC Branch With ATM
08.2023 - 01.2024
  • Leveraged sales expertise to promote products and capitalize on upsell opportunities.
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Offered advice and assistance to customers, paying attention to special needs or wants.
  • Answered customer telephone calls promptly to avoid on-hold wait times.
  • Developed community reputation through commitment to customer satisfaction and strong client relationships.
  • Handled customer inquiries and suggestions courteously and professionally.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Updated account information to maintain customer records.
  • Processed customer service orders promptly to increase customer satisfaction.
  • Exhibited high energy and professionalism when dealing with clients and staff.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Monitored cash drawers in multiple checkout stations, built cash handling experience and maintained adequate cash supply.

Technical Support Representative

Dependable IT
01.2023 - 04.2023
  • Assisted customers in identifying issues and explained solutions to restore service and functionality.
  • Resolved diverse range of technical issues across multiple systems and applications for customers and end-users across various time zones.
  • Collaborated with supervisors to escalate and address customer inquiries or technical issues.
  • Translated complex technical issues into digestible language for non-technical users.
  • Used ticketing systems to manage and process support actions and requests.
  • Documented transactions and support interactions in system for future reference and addition to knowledge base.
  • Resolved escalated issues by serving as subject matter expert on wide-ranging issues.
  • Managed high levels of call flow and responded Customer technical support needs.

Joint Owner

Quick Moving INC
08.2017 - 06.2022
  • Employed prompt decision-making and in-depth research to resolve issues.
  • Optimized team hiring, training and performance.
  • Reconciled daily sales, returns and financial reports in QuickBooks.
  • Studied market to determine optimal pricing of goods and services and to capitalize on emerging opportunities.
  • Conducted target market research to scope out industry competition and identify advantageous trends.
  • Established and administered annual budget with controls to prevent overages, minimize burn rate and support sustainability objectives.
  • Provided financial management through preparation of bank deposits and settlement of sales, returns and transaction reports.
  • Trained and motivated employees to perform daily business functions.
  • Consulted with customers to assess needs and propose optimal solutions.
  • Skilled at receiving and processing bank transactions
  • Set, enforced and optimized internal policies to maintain responsiveness to demands.
  • Excellent customer service with knowledge on how to handle customer and employee conflict

Education

BCOMM Final Year - Finance

Saint Mary's University
Halifax, NS

Skills

  • Sales development
  • Reliability
  • Market research
  • Teamwork
  • Product and service sales
  • In-Person Client Meetings
  • Performance tracking
  • Interpersonal skills
  • Cross-selling
  • Client relations
  • Client retention
  • Stock trading
  • Technical analysis
  • Market analysis
  • Relationship building

Certification

  • Canadian Securities Course
  • LLQP
  • Mutual Funds MFDA
  • CPH - IN PROGRESS

Volunteer work

  • Assisted with special events and programs, Run for the Cure Cancer
  • Boosted donations to charity organizations
  • Maintained clean, neat, and operational facilities to serve program needs.
  • Supported engaging, fun, and smooth-running events by helping with organization and planning.

Accomplishments

  • Provide tailored financial advice to clients achieving weekly sales target for Managed Money & Regular investment plans. Top 5% in Managed Money,Top 1% in Regular investment Plans
  • Quarterly Achiever Award Q3 2024 & Q1 2025
  • Cross-sell banking products such as credit cards, unsecured, loans, and investment accounts, ensuring client needs are met effectively. Top 1% in Protection WAPR & Lending
  • Consistently recognized as a top performer on the National Leaderboard and earning Moment Maker points.
  • Generated new leads through networking events, referrals, and targeted marketing campaigns, referred $5mil to Imperial service and Mortgage advisors
  • Averaging 50-100 contacts per week in Client, making sure that our clients are hearing from us and getting the service they need.
  • Proficiency in ECRM Software, CBFE, Coins, Compass and other CIBC tools

Languages

English
Full Professional

References

References available upon request.

Timeline

Financial Sales Representative

CIBC Branch With ATM
01.2024 - Current

CSR

CIBC Branch With ATM
08.2023 - 01.2024

Technical Support Representative

Dependable IT
01.2023 - 04.2023

Joint Owner

Quick Moving INC
08.2017 - 06.2022

BCOMM Final Year - Finance

Saint Mary's University

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Kingsley Etuk