Lyisette Minani
Etobicoke,ON
Summary
Top-performing professional with substantial experience in banking and finance. Dedicated to establishing long-term relations with customers to demonstrate trust and increase client retention. Adept at understanding customer needs to recommend appropriate banking products-Personal and Business banking needs.
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Efficient Home Mortgage Advisor offering demonstrated history of persistently pursuing leads and turning opportunities into lasting business relationships. Skilled in data analysis and negotiation. Promoting 12 years of industry experience and expertise in local real estate markets.
Motivated Financial Advisor with experience advising clients on investment strategies, financial planning and Real estate Secured Lending.
Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.
Overview
11
11
years of professional experience
Work History
Mortgage Agent
Get A Better Mortgage Inc.
12.2023 - Current
- Developed and maintained relationships with customers, lenders and other third parties.
- Developed extensive network of referral partners to source new mortgage loan opportunities.
- Streamlined mortgage application processes for faster turnaround times and higher customer satisfaction rates.
- Negotiated favorable mortgage terms with lenders, resulting in lower interest rates and fees for clients.
- Explained very technical financial information to applicants in easy to understand language.
- Recommended tailored financing solutions based on individual client needs, resulting in higher customer satisfaction levels.
Personal Banker
BMO Bank Of Montreal
08.2020 - 09.2023
- Presented new and additional products and services to existing customers.
- Managed complex credit applications; negotiated terms and conditions which resulted in increased loan approvals for qualified borrowers.
- Leveraged advanced knowledge of banking products/services to deliver custom presentations that effectively addressed unique client needs.
- Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
- Optimized portfolio growth by identifying potential investment opportunities for high-net-worth clients based on market trends analysis.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Supported managers in implementing operational improvements that increased efficiency across the branch network.
- Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
- Provided ongoing mentorship to junior bankers, building their skills in sales techniques and customer relations management.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Skilled at working independently and collaboratively in a team environment.
- Acted as a team leader in group projects, delegating tasks and providing feedback.
Financial Advisor
TD Bank
03.2015 - 08.2020
- Collaborated with clients to develop customized investment portfolios.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on potential risks and rewards associated with various investments.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Analyzed potential risks and evaluated loan products to identify suitable options for customers.
Sales Associate
Kaitlyn Group Community Developments
01.2013 - 07.2014
- Generated new sales leads to achieve and exceed monthly sales goals.
- Maintained accurate inventory records to ensure adequate stock levels, minimizing out-of-stock situations that could impact customer satisfaction.
- Maximized profitability with strategic upselling techniques during one-on-one interactions with clients at the point of purchase.
- Provided positive first impressions to welcome existing, new, and potential customers.
Education
Mortgage Agent License Level 1
Mortgage Professionals Canada
07.2023
Finance
Centennial College
Toronto, ON06.2015
Mutual Funds License
Canadian Securities Institure
Toronto, ON03.2015
Human Resources Management
Centennial College
Scarborough, ON06.2014
Real Estate
OREA College
Toronto, ON01.2013
Skills
- Account Maintenance
- Financial Advising
- Issues Resolution
- Fraud prevention
- Financial Planning
- Branch operations
- Investment Advisory
- Wealth Management
- Customer Relations
- Interpersonal Communication
- Client Relationship Management
Languages
English
Full Professional
Timeline
Mortgage Agent
Get A Better Mortgage Inc.
12.2023 - Current
Personal Banker
BMO Bank Of Montreal
08.2020 - 09.2023
Financial Advisor
TD Bank
03.2015 - 08.2020
Sales Associate
Kaitlyn Group Community Developments
01.2013 - 07.2014
Mortgage Agent License Level 1
Mortgage Professionals Canada
Finance
Centennial College
Mutual Funds License
Canadian Securities Institure
Human Resources Management
Centennial College
Real Estate
OREA College
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