Marko Mihajlovic
Oakville
Summary
Accomplished Financial Service Representative at CIBC, adept in streamlining financial processes and enhancing client investment portfolios. Demonstrated leadership in achieving sales targets and proficiency in CIBC systems. Skilled in Microsoft Office and public relations, with a knack for wealth management and exceptional client service. Excelled in multitasking and customer satisfaction as a Server at Hexagon, showcasing strong organizational and interpersonal skills.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Financial Service Representative
CIBC
07.2023 - Current
- Streamlined financial reporting processes for improved efficiency and accuracy.
- Created numerous lead activations which increased traffic; thus growing the Business Pipeline, Financial Solutions and Investment portfolio.
- Optimized workflow processes within the department, resulting in increased productivity among team members.
- Developed comprehensive financial plans to help clients achieve their long-term goals.
- Plan activities to meet monthly targets for Net Sales, Investments, Mortgages and Credit products
- Provide exceptional experiences for all clients by identifying their needs through the utilization of CIBC Financial tools (Financial Health Check, Net-Worth Calculator, Retirement Planner, etc.)
- Efficient with CIBC systems including (CBFE, COINS, CLASS, COMPASS, and eCIF).
- Provide guidance, leadership and strategies to fellow peers on achieving sales targets.
Server
Hexagon
03.2018 - 08.2021
- Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
- Served food and beverages promptly with focused attention to customer needs.
- Worked with POS system to place orders, manage bills, and handle complimentary items.
- Collaborated with team members during busy shifts for efficient workflow and excellent guest experiences.
- Enhanced customer satisfaction by promptly attending to their needs and providing personalized service.
- Provided attentive service during high-volume periods without sacrificing attention to detail or guest rapport.
- Addressed customer complaints or concerns professionally, ensuring swift resolution and maintaining positive relationships.
Education
Bachelor of Arts - Marketing
George Brown College
Toronto, ON04-2019
Skills
- Maintained client accounts and categorized sensitive investment information
- Proficient in executing transactional services both electronically and face to face
- Possess strong public relations, organization, and mathematical skills
- Strongly skilled in Microsoft Office software such as Word, Excel, PowerPoint, and Outlook
- Wealth management
Languages
English
Native or Bilingual
Serbian
Native or Bilingual
Certification
Investment Funds in Canada Certificate (IFIC)
(10/2022 - Present)
Timeline
Financial Service Representative
CIBC
07.2023 - Current
Server
Hexagon
03.2018 - 08.2021
Investment Funds in Canada Certificate (IFIC)
(10/2022 - Present)
Bachelor of Arts - Marketing
George Brown College
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