LIMY MARIA MATHEW

Managed TD Established client relationships and opening new investment accounts accounts and collaborate with home lenders and financial advisors to provide support for all customer financial needs. Increased client satisfaction and Topped by using the adequate tools of TD for financial advice.

• Deliver financial advice to clients, proposing strategies to achieve short- and long-term objectives for investments, insurance, business and estate planning with minimal risk.
• Provided high quality investment guidance to clients based on their needs, goals, and lifestyle by completing compliance policies 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 applications data was complete and met established standards, including types and amount.

Managed CIBC Core clients Successfully being in top 1% of FSR In the region for money gross In and out. Identifies client needs and provides advice and guidance regarding financial solutions that are in the best interest of clients. Excelled in Performing beyond the targets and expectations.

• Helping clients with Everyday and Commercial banking needs (including Account opening, Lending, Investing and special banking needs such as Estate and POA) and recommend solutions while exercising discretion in confidential matters.
• Keeping up with the company name and values and maintaining 100% satisfaction of every customer before they leave the bank.
• Connecting personally with customers to advice appropriately and identifying sales opportunities and refer the potential clients to Financial Planners, mortgage Specialists and Relationship Managers.
• Maximize opportunities to effectively identify client needs, make referrals, expand profitable client relationships, and track and review progress against the teams' annual sales plan.
• Connecting with other financial institutions with T2033 for transfer-ins.
• Helping and Advising the client for an Easy Transition from another financial institutions.

Provides exceptional service to BMO customers and prospects. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business goals.

• Awarded Market Championship Award from Regional Vice President for Excellent Customer service Experiences.
• Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
• Fulfilling the Conversation Cue task to discuss with the customers, letting them know about promotions and solutions for individual Accounts.