Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
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Muhammad Abbas

Richmond Hill,ON

Summary

Dynamic Financial Services Representative at CIBC with a proven track record of exceeding sales targets and enhancing customer experiences. Skilled in problem-solving and collaboration, I leverage extensive knowledge of financial products to deliver tailored solutions. Recognized for driving client engagement and fostering relationships that align with their financial goals.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Financial Services Representative

CIBC
Toronto, ON
04.2024 - Current
  • Delivered exceptional client experiences by offering tailored financial advice and recommending suitable banking solutions.
  • Supported clients with everyday banking needs while identifying opportunities to deepen relationships through credit, investment, and insurance products.
  • Consistently met or exceeded individual sales and referral targets by proactively engaging clients in meaningful financial conversations.
  • Maintained up-to-date knowledge of CIBC’s products, services, and digital banking tools to effectively assist and educate clients.
  • Ensured strict adherence to compliance, privacy, and risk management policies while handling client transactions and data.
    Collaborated with internal partners to provide seamless service and comprehensive financial solutions that aligned with client goals.

Contact Centre Specialist

CIBC
Toronto, Ontario
06.2022 - 04.2024
  • Provided exceptional customer service to credit card holders through inbound and outbound calls.
  • Resolved customer inquiries, concerns, and issues promptly and professionally.
  • Demonstrated extensive knowledge of credit card products, terms, and benefits.
  • Educated customers on features such as rewards programs, interest rates, and account management.
  • Identified opportunities to cross-sell and upsell additional credit card products and services.
  • Achieved and exceeded sales targets through effective communication and product knowledge.
  • Collaborated with team members to share knowledge, address challenges, and improve overall service quality.
  • Participated in team meetings and contributed ideas for process improvement.

Education

Bachelor of Science - Pscyhology

Wilfrid Laurier University
Waterloo, ON
04-2023

Bachelor of Science - Biology

Ryerson University
Toronto, ON
08-2021

Skills

  • Problem solving
  • Collaboration
  • Leadership
  • Organization
  • Time Management
  • Customer Experience
  • Financial Products
  • Goal Planning

Languages

English
Native/ Bilingual
Urdu
Native/ Bilingual

Certification

  • IFIC
  • CSC ( Pursuing)
  • First Aid

Timeline

Financial Services Representative

CIBC
04.2024 - Current

Contact Centre Specialist

CIBC
06.2022 - 04.2024

Bachelor of Science - Pscyhology

Wilfrid Laurier University

Bachelor of Science - Biology

Ryerson University

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Muhammad Abbas