MARSHALLEE MORGRIDGE
Brampton,Ontario
Summary
Career oriented, focused, adaptable and dependable individual with international exposure to Customer Service, Inventory Management and Sales and Business Development, seeks opportunity to transition within the finance industry. Industrious and meticulous team player with exceptional interpersonal skills, a dedicated enthusiast who works very well on own initiative and is easily incorporated in team efforts. A seasoned Sales Specialist with a proven track record in exceed sales goals. An astute pragmatist with sound analytical and decision-making skills; excellent presentation skills; and good written and oral communication skills. Community leader, Computer Literate with displayed competence in the use of Microsoft Office Suite.
Overview
8
8
years of professional experience
Work History
Sales Specialist
CIBC Caribbean Bank Limited
12.2021 - 12.2023
- Achieved 100% of my sales target in fiscal 2023 by working with Sales representatives from various car dealers and realtors
- Planned and executed several business development activities such as open houses and car shows
- Participated on a team that was very instrumental to the creation the bank's first digital loan application tool, where I approved and adjudicated on loans
- Generated over US $1.5 Million in sales by leveraging sales tactics
- Submitted quality loan applications for review by the Credit Risk Team.
Sales Support Officer
CIBC Caribbean Bank Limited
02.2018 - 12.2021
- Provided exceptional Customer service to both business and personal clients
- Provided excellent support to the Business Banking Manager and the Sales Specialist by interviewing prospective clients and reviewing files
- Attended Business development and Sales related activities such as open houses and car shows.
Branch Ambassador
CIBC Caribbean Bank Limited
07.2015 - 02.2021
- Greeted and assisted over 50 customers per day with banking related queries and resolved customer complaints
- Directed customers to the appropriate banking channels
- Logged all customer complaints and queries via the relevant channels.
Education
Post Graduate Certificate, International Banking and Finance, Global Business Strategy, International Marketing, Business Communication, Business Culture and Craft, Research Methods -
Centennial College
Toronto, Ontario01.2024
BS.C Sociology, Economics, Statistics, Social Marketing, Sociological Theories, Organizational Development, Qualitative Research -
University of The West Indies
Kingston, Jamaica10.2015
Skills
- Microsoft Office Suite
- Strong Interpersonal Skills
- Excellent Negotiating Skills
- Strong Relationship Building
- Analytical Skill
- Excellent Knowledge in Banking
- Business Development
- Strong Communication Skills
References
Available upon request
Timeline
Sales Specialist
CIBC Caribbean Bank Limited
12.2021 - 12.2023
Sales Support Officer
CIBC Caribbean Bank Limited
02.2018 - 12.2021
Branch Ambassador
CIBC Caribbean Bank Limited
07.2015 - 02.2021
Post Graduate Certificate, International Banking and Finance, Global Business Strategy, International Marketing, Business Communication, Business Culture and Craft, Research Methods -
Centennial College
BS.C Sociology, Economics, Statistics, Social Marketing, Sociological Theories, Organizational Development, Qualitative Research -
University of The West Indies
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