Matthew Desnoes
Oshawa,Canada
Summary
Attentive and goal-focused brings successful approach to cultivating complex best practices to meet organizational and regulatory expectations. Detail-oriented focus on achieving expected outcomes. Enthusiastic hard worker with expertise in cultivating lucrative client relationships and implementing better processes and procedures.
Overview
14
14
years of professional experience
Work History
Consultant
Canadian Imperial Bank of Commerce (CIBC)
2023.04 - Current
- Successfully led "BGIS Assist Re-launch" as this project supported the self-serve option to submit premise related request enterprise wide
- Worked with 3rd party vendor to simplify their web application, support with external enhancement such as IVR messaging, auto email reply, transit search criteria etc
- To simplify user experience and promote overall adoption
- Supported Internal requirements included but not limited to process update, communication, analytical dashboards and reports, changes of intranet web pages such as CIBC today and Knowledge management.
- Led the overall Record Management Repository transition of the Alternate Channel & Network Management team
- This includes alignment of our team site with record management policy and converting to SharePoint site
- Support other team such as Mortgage Retention office, Outbound team and Airports team.
- Supported with various business initiatives including, Compass Enablement for the FCG team, Study of Stationary usage in the Banking Center, Cost and time saving studies and other business activities.
Project Manager
Canadian Imperial Bank of Commerce (CIBC)
2022.01 - 2023.04
- Successfully led "Leader Development Program" as this project supported the training and development of all new or transitioned leaders in the banking centers.
- Supported both Project Deep and Diamond on the transitioning of specialized teams and businesses form Contact Center to Personal & Business Banking
- Responsibilities includes leading individual work streams and managing project documentations.
Senior Project Coordinator
Canadian Imperial Bank of Commerce (CIBC)
2021.03 - 2022.01
- Successfully lead "Virtual Assistance for Mobile Launch" Project for Contact center which incorporated updating procedures, launching communication and change management tactics.
- Lead (2) Workstreams for "Program Apollo" for the contact center
- Responsibilities were too coordinate activities and requirements, keeping team on track with milestones, Reporting Status to senior leaders, reviewed enterprise requirements from the various Stakeholders.
- Supported the entire Program with Archiving documents, managing team site, meeting minutes, updating RAID logs and project plan etc.
- Supported the creation of Project plan, Risk Mitigation strategies and solutioning sessions.
Financial Advisor
Canadian Imperial Bank of Commerce (CIBC)
2020.11 - 2021.03
- Relationship manager devising financial plans and offering tailored solutions while actively deepening client relations to promote greater customer retention.
- Successfully onboarding and developing a portfolio of 300+ high value clients, while managing investments, credit products, deposit accounts and creating strong pipelines to increase business performance.
- Results Driven while Exceeding NPS score, Net Sales, money out /in, and quality of advice & planning targets.
Senior Financial Service Representative
Canadian Imperial Bank of Commerce (CIBC)
2018.06 - 2018.08
- Exceeded Investments targets for GIC’s, Market Linked GIC’s and Mutual funds (Money-in) for both business and personal while building client relationship and exceeding NPS.
- Recognized for personal achievement amongst 130 employees and District Vice-Presidents Club (DVP Club) as an FSR scoring over 100% on score card and averaging over 5 Financial Health Checks weekly.
- Supervised, trained and successfully onboarded newly hired Financial Service Representatives, educating them on polices, products and banking operations.
Operations Support Manager
B.D. Gregg & Brothers Ltd
2010.03 - 2015.04
- Lead projects for the implementation of new branch openings, sales/inventory system, marketing & promotional campaigns, business processes and systems.
- Actively gained and managed wholesale and corporate accounts, which was vital to the overall revenue of the organization (year over year increase of 20%).
- Business development of niche markets, improving inventory by offering products to client and businesses.
- Coordinated staff daily operation, training, and marketing events, as I lead a team of 12-15 people.
- Actively prepared daily sales reports, inventory orders, and sales analysis documentation
- Supported the preparation of financial reports.
Education
Graduate Certificate in Project Management -
Centennial College
12.2015
Masters of Business Administration (MBA) -
Florida International University (FIU)
04.2012
Bachelor of Science in Business Administration -
University of the Commonwealth Caribbean (UCC)
03.2010
Skills
- Analytical and Reporting Skills
- Strong Interpersonal and communication skills
- Strong banking & business acumen
- Project management and people management skills
- Financial planning and investment knowledge
- Proficient in Microsoft Word, Excel, PowerPoint, & MS Project.
References Available Date
03/2024
Certificates Awards
- Project Management Institute – Project Management Professional (PMP), 2019
- Investment Funds in Canada Course (IFIC), 2016
- Chapman Graduate School of Business - Academic Certificate of Excellence (FIU), 2012
- Certificate in Financial Securities Management with Honours (UCC), 2010
References
Available upon request
Timeline
Consultant
Canadian Imperial Bank of Commerce (CIBC)
2023.04 - Current
Project Manager
Canadian Imperial Bank of Commerce (CIBC)
2022.01 - 2023.04
Senior Project Coordinator
Canadian Imperial Bank of Commerce (CIBC)
2021.03 - 2022.01
Financial Advisor
Canadian Imperial Bank of Commerce (CIBC)
2020.11 - 2021.03
Senior Financial Service Representative
Canadian Imperial Bank of Commerce (CIBC)
2018.06 - 2018.08
Operations Support Manager
B.D. Gregg & Brothers Ltd
2010.03 - 2015.04
Graduate Certificate in Project Management -
Centennial College
Masters of Business Administration (MBA) -
Florida International University (FIU)
Bachelor of Science in Business Administration -
University of the Commonwealth Caribbean (UCC)
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