Michele Wunder
St. Thomas,ON
Summary
Dynamic financial professional with a proven track record at CIBC, excelling in cash flow management and client relationship building. Skilled in developing tailored investment strategies and enhancing portfolio performance, I effectively address client needs while driving revenue growth through cross-selling initiatives. Committed to delivering exceptional service and fostering long-term client trust.
Overview
25
25
years of professional experience
Work History
Associate Financial Advisor
CIBC Banking Centre
11.2023 - 11.2024
- Assisted clients in developing financial goals and strategies.
- Customer Engagement and relationship building: strong focus on customer needs.
- Banking transactions and cash handling: Proficient in processing deposits, withdrawal's and payments with accuracy and compliance.
- Problem -solving and Conflict resolution: Ability to quickly address customer concerns and provide effective solutions.
- Sales and cross-selling financial products: Experience in identifying customer needs and recommending relevant financial solutions.
- Prepared detailed financial plans and reports for client meetings.
- Collaborated with senior advisors to enhance client service and engagement.
- Analyzed client portfolios to ensure alignment with financial objectives.
- Supported compliance and regulatory requirements through accurate documentation.
Mortgage Advisor
CIBC Bank
05.2015 - 03.2018
- Guided clients through mortgage application processes, ensuring compliance with regulatory requirements.
- Analyzed client financial situations to recommend suitable mortgage products and terms.
- Collaborated with real estate agents to facilitate smooth property transactions for clients.
- Educated clients on mortgage options, enhancing their understanding of financial responsibilities.
- Reviewed loan documents for accuracy, minimizing errors and improving processing times.
- Developed strong relationships with clients, fostering trust and repeat business opportunities.
Financial Services Representative
CIBC Branch With ATM
03.2010 - 03.2015
- Provided exceptional customer service by addressing inquiries and resolving issues efficiently.
- Facilitated account openings and closings while ensuring compliance with regulatory requirements.
- Conducted financial transactions accurately, enhancing client satisfaction and trust in services offered.
- Educated clients on various financial products, contributing to informed decision-making and improved sales.
- Implemented process improvements that enhanced operational efficiency within the branch's workflow systems.
- Mentored junior representatives, fostering a collaborative environment focused on skill development and knowledge sharing.
- Analyzed customer feedback to identify trends, driving strategic enhancements in service delivery initiatives.
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Assisted clients in navigating complex financial situations, offering solutions that met their unique needs.
- Streamlined financial processes for improved efficiency and reduced errors in transactions.
- Identified opportunities to cross-sell products, resulting in increased revenue for the bank.
- Analyzed client feedback to identify areas for service improvement, leading to enhanced client satisfaction rates.
- Increased client retention with personalized follow-up calls and quarterly reviews to discuss portfolio performance.
- Enhanced client portfolio performance by conducting thorough market research and analysis.
Education
No Degree - Certification in Mortgages And New Builds
Accredited Mortgage Professional Designation
01-2010
Diploma - Food Science
Fanshawe College
London, Ontario09-2006
No Degree - IFIC Mutual Funds
Investment Funds Institute Canada
12-2001
Diploma - Accounting And Finance
Fanshawe College of Applied Arts And Technology
London, Ontario01-1995
Skills
- Cash flow management
- Insurance planning
- Retirement planning
- Portfolio management
- Asset allocation
- Investment strategies
- Debt management
Languages
English
Advanced (C1)
Timeline
Associate Financial Advisor
CIBC Banking Centre
11.2023 - 11.2024
Mortgage Advisor
CIBC Bank
05.2015 - 03.2018
Financial Services Representative
CIBC Branch With ATM
03.2010 - 03.2015
No Degree - Certification in Mortgages And New Builds
Accredited Mortgage Professional Designation
Diploma - Food Science
Fanshawe College
No Degree - IFIC Mutual Funds
Investment Funds Institute Canada
Diploma - Accounting And Finance
Fanshawe College of Applied Arts And Technology