Maryem Taibi
30-RUE D'ORLY, LAVAL,QC
Summary
- Results-Driven individual with strong financial experience and knowledge seeking to advance my career in a team-oriented relationship work environment, where I can utilize my skills, experience, and knowledge to the maximum. Deeply invested in achieving competitive results through administrative service, team contributions, and an accomplishment-oriented approach to the learning process of the bank's policies.
- Multilingual banking professional with over seven years of experience in banking financial services with a focus on creating strategies that fully engage clients in the learning process of their financial needs.
- Demonstrated experience in management, and engagement with internal and external Bank's policies.
- Advanced academic background with a strong language proficiency.
- Excellent ability to work under pressure with minimum supervision and manage conflicting priorities.
- Strong knowledge of Microsoft Office tools and technology platforms with excellent numerical skills.
- Master's in staff management in the workplace, Bachelor's in Economics concentration in human resources.
- Licenses: -Mutual Funds Sales License- Investment Funds in Canada (IFIC). -Financial Planning I. - Personal financial services Advice.
Overview
8
8
years of professional experience
Work History
Manager Personal Financial Services II
TD BANK
02.2021 - Current
- Play a key role in advising customers of high-level financial solutions from a range of available investment and credit banking solutions
- By asking thoughtful financial questions, engage with customers and create positive experiences to retain and deepen existing relationships
- Maintain professional space in common areas as per marketing and regulatory guidelines
- Work closely with existing and prospective customers to provide financial reviews, discuss portfolio updates and suggest additional personalized solutions based on their financial goals
- Stay knowledgeable about emerging issues, evolving regulations and industry codes of conduct as well as participate in process improvement opportunities to protect the interests of the organization
- Strive to achieve and improve service level agreements and productivity targets
- Ensure documents are prepared consistent with relevant regulations and in a way properly reflecting business intentions
- Participate fully as a team member, help build a positive and diverse work environment, willingly assist and mentor others in the completion of work activities, and address communication issues efficiently
Financial Services Representative II
CIBC BANK
08.2020 - 02.2021
- Contribute to team results by listening and spotting opportunities to offer additional advice, introduce clients to the capability of the Bank, and personally fulfill client solutions
- Proactively engage with clients in the branch and deliver an outstanding customer experience through completing transactions, and by identifying sales and referral opportunities
- Manage risks by adhering to compliance routines and processes, to protect the client's interests while completing transactions
- Look for ways to contribute to the ongoing improvement of the overall branch customer experience
- Maintains current knowledge of personal banking and credit card industries, practices, and trends and integrates into customer conversations
- Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees
Personal Banking Associate
TD BANK
12.2018 - 09.2019
- Engage customers in day-to-day advice needs, service transactions, digital education, and customer problem resolution related to banking solutions
- Understand customer needs and guide customers to the right contact person for appropriate solutions while exercising good judgement in confidential matters
- Build customer confidence on emerging digital banking trends by educating them on mobile, ATM, and online banking
- Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence
- Ensure prepared documentation is accurate, reflects business intentions, and is consistent with relevant regulations and TD's Code of Conduct and Ethics
- Help build a positive and equitable work environment by promoting team effectiveness, participating in personal performance development and sharing industry knowledge to achieve common objectives
Digital Technology Specialist
TD BANK
08.2016 - 12.2018
- Supporting customers and resolving any queries on digital platform of the Bank
- Providing personalized assistance to customers on various banking solutions offered by TD
- Understanding customer's needs and providing workable solutions and products that meet their needs
- Proactively working to improve and enhance internal processes and procedures
- Engaging the customers on day-to-day banking needs, digital education related to banking solutions
- Communicating to the clients both verbally and on emails to resolve their issues and providing them the best services
- Providing back-up and solutions to the team members to ensure consistency of services to the customers
Education
Financial Planning I - FINANCE
Canadian Securities Institute
Canada01.2021
Financial Services Advice - FINANCE
Canadian Securities Institute
Canada01.2021
Masters - Gestion Des Personnes En Milieu De Travail
Université of Québec
Québec, QC01.2016
Bachelors - Economics
Technical University of France
Morocco01.2012
Skills
- Team Leadership
- Time Management
- Verbal and written communication
- Complex Problem-Solving
- Sales Techniques
- Sales management
- Teamwork and Collaboration
- Decision-Making
- Computer Skills
- Adaptability and Flexibility
- Customer Relationship Management
- Team building
Languages
French
English
Arabic
References
Available upon request
Timeline
Manager Personal Financial Services II
TD BANK
02.2021 - Current
Financial Services Representative II
CIBC BANK
08.2020 - 02.2021
Personal Banking Associate
TD BANK
12.2018 - 09.2019
Digital Technology Specialist
TD BANK
08.2016 - 12.2018
Financial Planning I - FINANCE
Canadian Securities Institute
Financial Services Advice - FINANCE
Canadian Securities Institute
Masters - Gestion Des Personnes En Milieu De Travail
Université of Québec
Bachelors - Economics
Technical University of France
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