Michael Felix
Everyday Banking Advisor III
Calgary,AB
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in lending, deposits, and investments.
Overview
10
10
years of professional experience
3
3
years of post-secondary education
Work History
Everyday Banking Advisor III
ATB Financial
Calgary, Alberta
05.2023 - Current
- Attracted new mortgage loan applications by developing relationships within community.
- Developed new business and increased sales through targeted market penetration, extensive training, business partnerships and customer relationships.
- Worked with customers to procure updated financial information on continuous basis.
- Followed-up on loan exceptions to achieve timely clearings.
- Assisted in the mentorship of other team members in the same job family.
Everyday Banking Advisor II
ATB Financial
Calgary, Alberta
06.2022 - 05.2023
- Completed Lending applications for various different products. (Line of Credit, Vehicle Secured, HELOC & Mortgage)
- Collected cash and checks for deposit or processed withdrawals by examining checks for endorsements, verifying amounts, inputting into computer systems and printing receipts.
- Supported tellers by processing transactions involving money orders, cashiers checks and payments.
- Investigated and resolved account issues by offering applicable options to customers.
- Opened new accounts and made changes to existing accounts.
- Educated customers on online banking and mobile banking applications.
- Taking initiative for the training and education of tellers for career progression
Everyday Banking Advisor I
ATB Financial
Calgary, Alberta
07.2022 - 10.2022
- Contacted prospective clients to generate new loans, deposits and business to achieve company production goals.
- Invested client funds into GIC's and other related savings products.
- Opened accounts for both personal and business clientele.
Everyday Banking Specialist I, II, III
ATB Financial
Calgary, Alberta
12.2020 - 06.2022
- Assisting personal and business clients with their everyday banking transactions
- MasterCard applications and maintenance
- Maintaining client loans and investments
- Cross-sold wide range of services and products to increase new business and expand existing customer relationships
- Using CIF skills to provide consistent quality customer service product to all clientele
- Imploring authentication techniques to mitigate fraud
- In-depth knowledge of internal ATB Systems (Enterprise Portal, CRM, TMC, MCAT, Green Screens, SAP, Unleashed, etc.)
Safety and Training Officer
Airport Terminal Services
Calgary, Alberta
08.2014 - 01.2021
- Auditing and Ensuring Workplace/Airline Compliance (Overseeing +300 Employees)
- Incident Investigation (Root Cause, Solutions)
- Conducting new hire interviews for all departments
- Administrative billing of airlines for services completed
- Airside Vehicle Operators Permit Tester (AVOP) for Calgary International
- Handling station audits (All Departments)Shift work schedule building (+75 Employees)General Training (New Hires, Advanced Agent Courses, Supervisors)
- Delegating light work duties to injured employees
- Ensuring careful rehabilitation of injured employees to make a safe and sustainable return to work
Education
High School Diploma -
Father Lacombe School
Calgary, AB 09.2010 - 07.2013
Skills
Credit Risk Evaluation
undefinedTimeline
Everyday Banking Advisor III
ATB Financial
05.2023 - Current
Everyday Banking Advisor I
ATB Financial
07.2022 - 10.2022
Everyday Banking Advisor II
ATB Financial
06.2022 - 05.2023
Everyday Banking Specialist I, II, III
ATB Financial
12.2020 - 06.2022
Safety and Training Officer
Airport Terminal Services
08.2014 - 01.2021
High School Diploma -
Father Lacombe School
09.2010 - 07.2013