Michael Diec
Retail Sales Associate
Toronto,ON
Summary
Sales professional with expertise in investment coaching and financial product education. Specialized in training retail bankers to enhance mutual funds sales, build confidence, and apply best practices. Experienced in identifying customer needs, recommending suitable funds, and delivering workshops to drive and retain sales.
Overview
5
5
years of professional experience
3
3
years of post-secondary education
Work History
Retail Sales Associate
Bank of Montreal, Global Asset Management
03.2023 - Current
- Coach bankers on effective mutual fund sales strategies, building confidence in their sales tactics and providing best practices on investing concepts.
- Identify opportunities to add value for customers by recommending suitable mutual funds based on market conditions and individual risk tolerances.
- Develop and deliver presentations, workshops, and campaigns to educate bankers on investment products and sales techniques.
- Provide ongoing support and mentorship to enhance banker proficiency in investment discussions and customer relationship management.
Personal Banker
Bank of Montreal
01.2021 - 03.2023
- Educated and advised clients on their overall financial wellbeing, keeping in mind their investment, borrowing, financial and retirement planning requirements
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio
- Assisted new PBs with training on investments and lending applications, specifically guiding them on complex credit deals.
- Understood and applied selling techniques to open, develop, and close sales, and created product interest by actively cross-selling products and services to pursue personal and commercial clients.
Personal Banking Associate
Bank of Montreal
06.2020 - 01.2021
- Created and implemented strategic investment plans to help clients achieve their medium to long term financial goals while also adhering to KYC guidelines.
- Evaluated, assessed, and identified various client needs and created appropriate referrals to different partners within BMO.
- Assisted with everyday and OM tasks to ensure branch practices are within policy and guidelines.
Education
CSC -
Canadian Securities Institute
Toronto, ON 02.2019 - 2020.02
Advanced Diploma - Accounting
George Brown College
Toronto, ON 09.2014 - 01.2018
Skills
Coaching & Mentorship
Consultative Selling
Relationship Building
Critical Thinking
Team Player
Time management & Prioritization
Adaptability & Flexibility
Microsoft Office
Accomplishments
- Four-time quarterly spotlight award winner throughout employment with BMO.
- Two-time quarterly spotlight award winner for F22 with BMO.
- BMO Annual Best of the Best Award winner for F22.
Timeline
Retail Sales Associate
Bank of Montreal, Global Asset Management
03.2023 - Current
Personal Banker
Bank of Montreal
01.2021 - 03.2023
Personal Banking Associate
Bank of Montreal
06.2020 - 01.2021
CSC -
Canadian Securities Institute
02.2019 - 2020.02
Advanced Diploma - Accounting
George Brown College
09.2014 - 01.2018
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