Summary
Overview
Work History
Education
Skills
Volunteering
Timeline
Generic

Mabel John

Waterloo,Ontario

Summary

Economics graduate with four years of experience in retail banking, specializing in mortgages, personal lending, and investment advice. Eager to pursue opportunities that offer career growth, foster a collaborative team spirit, and contribute to a positive work environment.

Overview

5
5
years of professional experience

Work History

Personal Banker

BMO Bank of Montreal
07.2021 - Current
  • Establish and manage a network of client and partner relationships.
  • Underwrite loans and mortgages - lending without limits qualified.
  • Evaluate personal lending applications by reviewing strengths in capital, credit, capacity, collateral and character - lending without qualified limits.
  • Adhere to bank policies and procedures to ensure regulatory obligations are met.
  • Provide expert financial guidance to aid customers in making real progress.

Personal Banking Representative

CIBC
09.2020 - 06.2021
  • Assisted clients with everyday banking needs and refer clients to appropriate partners.
  • Managed multiple competing priorities in a fast-paced environment
  • Assisted clients with personal banking and lending needs through customized advice and guidance.

Business Development Intern

Lambton College
01.2020 - 04.2020
  • Facilitated and conducted meetings with community partners
  • Conducted weekly informational sessions about Lambton College with prospective co-op students
  • Engaged participants through experiential workshops and market research seminars

Education

Canadian Investment Funds Course

Investment Funds Institute of Canada
09.2020

Graduate Certificate - Business Management

Lambton College of Applied Arts And Technology
04.2020

Bachelor of Arts - Economics

University of Delhi - St. Stephen's College
06.2017

Skills

  • Communication
  • Collaboration
  • Strategic Thinking
  • Problem Solving
  • Time management
  • Organization
  • Leadership
  • Loans and Mortgages
  • Financial Analysis
  • Customer Service

Volunteering

BMO Winning Culture Council Member (Kitchener-Waterloo-Cambridge- Guelph )

10/2022 - Present


  • Selected as the representative for the Kitchener-Waterloo-Cambridge- Guelph market on the regional council for Greater Ontario.
  • Collaborate with peers to implement strategies focused on BMO's Winning Culture and empowerment.
  • Successful launch of initiatives including peer-to-peer MS Teams chats and an idea intake forum that is implemented region-wide.

Timeline

Personal Banker

BMO Bank of Montreal
07.2021 - Current

Personal Banking Representative

CIBC
09.2020 - 06.2021

Business Development Intern

Lambton College
01.2020 - 04.2020

Canadian Investment Funds Course

Investment Funds Institute of Canada

Graduate Certificate - Business Management

Lambton College of Applied Arts And Technology

Bachelor of Arts - Economics

University of Delhi - St. Stephen's College

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Mabel John