LIMY MARIA MATHEW
Halifax,NS
Summary
An Ambitious, Adaptable, Results-Oriented Bachelor of Finance degree Graduate holds a Mutual Fund License (IFIC). Has over 5 years of experience in the Financial Industry in Various Positions dealing with personal banking, management, finance, loan approvals, and Investments. Extremely confident with communication and easy to manage in any working environment. Earned the trust of a diverse community of clients to colleagues.
Overview
4
4
years of professional experience
Work History
Personal Banker Lending Specialist
Bank of Montreal
06.2024 - Current
- Led the department in cold-calling sales, achieving a 25% conversion rate.
- Assisted in training three new staff members to develop sales opportunities and refer customers to designated business partners.
- Increased customer satisfaction by 20% through proactive financial analysis and personalized recommendations.
- Achieved significant growth in the loan portfolio through effective cross-selling techniques.
- Streamlined the account-opening process, reducing client wait times.
Personal Banker / Investment and Lending Specialist
TD Canada Trust
06.2023 - 02.2024
- Managed TD, established client relationships, opened new investment accounts, and collaborated with home lenders and financial advisors to provide support for all customer financial needs.
- Provided high-quality investment guidance to clients based on their needs, goals, and lifestyle by completing compliance policies and updating KYC with my clients.
- Originated & closed in home mortgages & equity products. Compiled, verified, and typed application information for mortgage loans.
- Reviewed residential loan application files to verify that application data was complete and met established standards, including types and amounts.
Financial Service Representative / Mutual Fund Representative
CIBC
08.2021 - 06.2023
- Helping clients with everyday and commercial banking needs (including account opening, lending, investing, and special banking needs such as estate and POA) and recommending solutions while exercising discretion in confidential matters.
- Managed CIBC Core clients successfully, being in the top 1% of FSRs in the region for money grossed in and out. Connecting personally with customers to provide appropriate advice, identifying sales opportunities, and referring potential clients to Financial Planners, Mortgage Specialists, and Relationship Managers.
- Connecting with other financial institutions with T2033 for transfer-ins. Helping and advising the client for an easy transition from another financial institution.
Education
Retirement Planning
CSI
11.2023
Investments Funds in Canada -IFIC
CSI
03.2022
Financial Planning And Wealth Management
Lambton College
01.2020
Bachelors of Commerce - Finance
MG University
06.2018
Branch Compliance Officer -Currently Studying
CSI
Skills
Multitasking capabilities
Client relationship building
Lead prospecting
Paperwork processing
Market research
Sales strategies
Financial analysis
AWARDS AND RECOGNITION
- F2022 Moment maker award at CIBC for best performance and sales. CIBC credit card sales champion for F2022
- BMO Market Championship award in the regional market for F2021
Accomplishments
- BMO Ovation Award Q2Market Championship Award from the Regional Vice President .
- F2022 Moment maker award at CIBC for best performance and sales.
- CIBC credit card sales champion for F2022
- BMO Market Championship award in the regional market for F2021
Timeline
Personal Banker Lending Specialist
Bank of Montreal
06.2024 - Current
Personal Banker / Investment and Lending Specialist
TD Canada Trust
06.2023 - 02.2024
Financial Service Representative / Mutual Fund Representative
CIBC
08.2021 - 06.2023
Retirement Planning
CSI
Investments Funds in Canada -IFIC
CSI
Financial Planning And Wealth Management
Lambton College
Bachelors of Commerce - Finance
MG University
Branch Compliance Officer -Currently Studying
CSI
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