Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic

Mary Joe Lopes

York,ON

Summary

Dependable and bringing Management experience and a Willingness to take on added responsibilities to meet tight deadlines. Enthusiastic team player with a strong work ethic and advanced complex problem solving skills.

Overview

28
28
years of professional experience

Work History

Senior Manager Client Advice and Planning

CIBC
10.2017 - Current
  • Successfully Recruited a Team to Full Capacity within three months
  • Built a Strategic and Implemented an Operating Model
  • Strong in public Speaking and Organized in Planning Community Seminars
  • Strong relationship building skills within Internal and External partners


Mortgage Advisor

CIBC
09.2014 - 10.2017
  • Strong prospecting and networking skills, with a proven track record of Achieving sales results
  • Well-developed time management skills and have the ability to manage multiple competing priorities
  • Well-developed interpersonal and communication skills including the ability to quickly engage and connect, actively listen, ask questions and respond in a language that clients understand
  • Mentor and Coached all New MA's on two teams
  • Backup to two Area Sales Managers
  • Won \three TOP MLI and MDI Awards

Branch Manager

CIBC
06.2012 - 01.2014
  • Surpassed client acquisition goal of 800 by 300 or 138% above plan, through walkabouts and by organizing events
  • Acquired all Mortgages for new branch in 2012 in a pre-existing competitive market reaching 169% of plan
  • Achieving 239% of plan on non-secured lending and positive results in Manage Money and Investments
  • Reached 120% on Achieving Client in Right Offer
  • Consistently demonstrated strong Leadership skills by coaching, mentoring and motivating team daily
  • Demonstrated attention to detail with compliance, such as managing credits, operations and regulatory risk

Branch Manager

CIBC
09.2009 - 06.2012
  • Selected by District Vice President to manage branch and successfully led a team to first quartile through coaching, mentoring and being attuned to risk
  • Managed and Trained a team of 13, spanning all areas within the branch
  • Mentored numerous employees to attain their IFIC exam
  • Demonstrated strong leadership by utilizing various areas of the bank as One
  • Selected as part of a group named Dream \team, to aid in mentoring and preparing branches for their Annual Process Assessments and earing a pass

Branch Manager

CIBC
05.2006 - 09.2009
  • Managed to elevate the Branch from Level 5 to 6 within eight month period
  • As a training Branch, i developed and mentored many New hires
  • Consistently delivered an excellent client experience

Business Advisor

CIBC
03.2006 - 05.2006
  • Consistently over plan in all key areas, such as Credit, Investments and Insurance
  • Created a targeted Business Plan to build a strong Small Business Portfolio
  • Advised Small Business clients with their banking needs, inclusive of operational and growth planning
  • Provided exceptional Customer Service, resulting in strong client response evidence by new referral business

Various Roles

CIBC
06.1990 - 03.2002
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
  • Carried out day-day-day duties accurately and efficiently.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Worked flexible hours; night, weekend, and holiday shifts.

Education

BME - Branch Manager Examination

Canadian Securities Institute
Toronto
2006

Investment Funds in Canada

Canadian Securities Institute
2000

Skills

  • Effective Leader
  • Staff training/ development
  • Effective multi-tasker
  • Customer service-oriented
  • Organized
  • Consistently meet goals

Additional Information

  • 2014 to present - Six Individual Achiever awards and Six Team Achiever Awards
  • 2006 Annual Achiever Award
  • 1990 to 2014 - Eight Individual Achiever Awards, Five Team Achiever Awards and Four Branch Achiever Awards
  • 2007 to 2012 as CIBC Branch Manager I was selected by District Vice President for the process of screening potential candidates for various positions within CIBC

Timeline

Senior Manager Client Advice and Planning

CIBC
10.2017 - Current

Mortgage Advisor

CIBC
09.2014 - 10.2017

Branch Manager

CIBC
06.2012 - 01.2014

Branch Manager

CIBC
09.2009 - 06.2012

Branch Manager

CIBC
05.2006 - 09.2009

Business Advisor

CIBC
03.2006 - 05.2006

Various Roles

CIBC
06.1990 - 03.2002

BME - Branch Manager Examination

Canadian Securities Institute

Investment Funds in Canada

Canadian Securities Institute

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Mary Joe Lopes