Capital Markets
Kingsley Etuk
Personal Banking
Windsor,ON
Summary
Motivated individual with strong organizational skills, ready to contribute to the team's success and achieve company goals, leveraging five years of leadership experience as an entrepreneur to the current role a FSR. Results-driven Financial Sales Representative in delivering exceptional client service and achieving sales targets in the banking and financial sector. Expertise in identifying customer needs, providing tailored financial solutions, and building long-term client relationships. Skilled in cross-selling, problem-solving, and adhering to compliance standards while promoting products such as loans, investments, and credit services. Dedicated to upholding CBC's commitment to customer trust and excellence.
Overview
7
7
years of professional experience
4
4
Certifications
1
1
Language
Work History
Financial Sales Representative
CIBC Branch With ATM
Windsor, Ontario
01.2024 - Current
- Provide tailored financial advice to clients, achieving a monthly sales target for Managed Money & RIPS above expectations. 1st Quintile in Managed Money, Gross Money-IN, Top 5% in Protection WAPR
- Develop and maintain a robust portfolio of clients through proactive relationship management.
- Cross-sell banking products such as credit cards, unsecured, loans, and investment accounts, ensuring client needs are met effectively.
- Conduct detailed financial needs assessments to recommend suitable solutions, boosting client retention.
- Ensure strict compliance with financial regulations and company policies, Consistently recognized as a top performer, nominated for Annual Achievers, earning Moment Maker points.
- Generated new leads through networking events, referrals, and targeted marketing campaigns, referred $3mil Managed Money & Mortgage Refinance to IPS & MAs
- Averaging 40-50 contacts per week in Client, making sure that our clients are hearing from us and getting the service they need.
- Proficiency in ECRM Software, CBFE, Coins, Compass and other CIBC tools
CSR
CIBC Branch With ATM
Windsor, Ontario
08.2023 - 01.2024
- Leveraged sales expertise to promote products and capitalize on upsell opportunities.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Developed community reputation through commitment to customer satisfaction and strong client relationships.
- Handled customer inquiries and suggestions courteously and professionally.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Updated account information to maintain customer records.
- Processed customer service orders promptly to increase customer satisfaction.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Monitored cash drawers in multiple checkout stations, built cash handling experience and maintained adequate cash supply.
Technical Support Representative
Dependable IT
Windsor, Ontario
01.2023 - 04.2023
- Assisted customers in identifying issues and explained solutions to restore service and functionality.
- Resolved diverse range of technical issues across multiple systems and applications for customers and end-users across various time zones.
- Collaborated with supervisors to escalate and address customer inquiries or technical issues.
- Translated complex technical issues into digestible language for non-technical users.
- Used ticketing systems to manage and process support actions and requests.
- Documented transactions and support interactions in system for future reference and addition to knowledge base.
- Resolved escalated issues by serving as subject matter expert on wide-ranging issues.
- Managed high levels of call flow and responded Customer technical support needs.
Joint Owner
Quick Moving INC
Toronto, Ontario
08.2017 - 06.2022
- Employed prompt decision-making and in-depth research to resolve issues.
- Optimized team hiring, training and performance.
- Reconciled daily sales, returns and financial reports in QuickBooks.
- Studied market to determine optimal pricing of goods and services and to capitalize on emerging opportunities.
- Conducted target market research to scope out industry competition and identify advantageous trends.
- Established and administered annual budget with controls to prevent overages, minimize burn rate and support sustainability objectives.
- Provided financial management through preparation of bank deposits and settlement of sales, returns and transaction reports.
- Trained and motivated employees to perform daily business functions.
- Consulted with customers to assess needs and propose optimal solutions.
- Skilled at receiving and processing bank transactions
- Set, enforced and optimized internal policies to maintain responsiveness to demands.
- Excellent customer service with knowledge on how to handle customer and employee conflict
Education
4th Year - Commerce
Saint Mary's University
Halifax, NS 05.2001 -
Skills
Core Competencies
- Financial Needs Assessment
- Sales Strategy & Execution
- Client Relationship Management
- Investment and Credit Products
- Cross-Selling & Upselling
- CRM Software Proficiency
- Regulatory Compliance Awareness
- Team Collaboration & Leadership
- Cash handling skills
- Adaptability and flexibility
Certification
Canadian Securities Course
Interests
Investments
Timeline
Canadian Securities Course
11-2024
Financial Sales Representative
CIBC Branch With ATM
01.2024 - Current
Mutual Funds MFDA
12-2023
CSR
CIBC Branch With ATM
08.2023 - 01.2024
LLQP
05-2023
Technical Support Representative
Dependable IT
01.2023 - 04.2023
Joint Owner
Quick Moving INC
08.2017 - 06.2022
4th Year - Commerce
Saint Mary's University
05.2001 -
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