Mary Seales-Dias
Beaumont
Summary
Accomplished financial professional with a proven track record at CIBC & BMO, adept in relationship building and financial advising. Excelled in cross-selling products and enhancing customer satisfaction, significantly contributing to sales growth. Expert in loan processing and fraud prevention, consistently exceeding performance metrics. Demonstrates a positive attitude and a results-driven approach, ensuring client loyalty and operational excellence.
Overview
25
25
years of professional experience
Work History
Personal Banker
Bank Of Montreal
11.2018 - Current
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Promoted financial products by maintaining excellent service offering knowledge.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
- Cross-sold bank products and services to meet customer needs and provide options.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
Mortgage Specialist
Bank Of Montreal
10.2017 - 11.2018
- Achieved high customer retention rate through exceptional relationship management and personalized service.
- Collaborated with real estate agents to establish referral networks, fostering mutually beneficial partnerships.
- Managed a diverse pipeline of mortgage applications, prioritizing tasks effectively to meet deadlines consistently.
- Assisted clients in navigating complex mortgage documentation, ensuring a smooth application experience from start to finish.
- Evaluated pay stubs, credit history, tax information and bank statements for financial status.
- Maintained up-to-date knowledge of industry trends, enabling informed decision-making and accurate advice for clients.
- Developed new business and increased sales through targeted market penetration, extensive training, business partnerships and customer relationships.
Senior Business, Financial Service Manager
CIBC
02.2014 - 09.2017
- Met with customers to discuss service needs and develop effective and practical solutions.
- Coordinated with other departments to maintain streamlined and productive workflow.
- Reduced service downtime for clients by proactively addressing potential issues and maintaining clear communication channels.
- Increased repeat business by fostering strong client relationships through personalized service and frequent follow-ups to ensure satisfaction.
Personal Banking Call Centre
CIBC
03.1999 - 02.2014
- Identified opportunities for cross-selling products, resulting in higher revenues for the bank.
- Provided expert financial advice to clients, helping them achieve their personal financial goals.
- Acted as a mentor for new Personal Banking Officers, sharing best practices and insights gleaned from years of experience in the industry.
- Improved overall client satisfaction ratings through proactive outreach, attentive listening skills, and timely issue resolution efforts.
- Cross-sold bank products and services to meet customer needs and provide options.
- Responsible for inbound and outbound sales calls.
Education
Investment Funds
Institute of Canadian Bankers
Edmonton, AB01.2019
Bachelor of Arts - Psychology
University of New Brunswick
Saint John, NB05.1998
Skills
- Relationship Building
- Customer Service
- Sales expertise
- Attention to Detail
- Account Maintenance
- Financial product knowledge
- Account Management
- Opportunity Identification
- Loan Processing
Languages
English
Full Professional
Timeline
Personal Banker
Bank Of Montreal
11.2018 - Current
Mortgage Specialist
Bank Of Montreal
10.2017 - 11.2018
Senior Business, Financial Service Manager
CIBC
02.2014 - 09.2017
Personal Banking Call Centre
CIBC
03.1999 - 02.2014
Investment Funds
Institute of Canadian Bankers
Bachelor of Arts - Psychology
University of New Brunswick
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