Natasha Jahrig
Edmonton,AB
Summary
Mutual fund sales representative with over 9 years experience offering mutual fund solutions to Canadian Western Bank's personal and commercial clients. Have achieved success in a variety of roles with increasing levels of responsibility focusing on business development and relationship building. An effective communicator and team-builder with strong analytical,management and organizational skills.
Overview
16
16
years of professional experience
Work History
Account Manager, Personal Banking
Canadian Western Bank
07.2014 - Current
- Manage the largest book of Canadian Western Financial mutual fund clients bank wide of over $16MM.
- Successful in achieving highest net mutual fund sales for 2022/2023 fiscal year as of June 30, 2023.
- Built and strengthened long-lasting client relationships based on customer centric advise.
- Identify investment strategies to assist clients with their retirement planning.
- Wholistic view of offering client solutions.
- Identify opportunities to refer high net worth clients to CWB Wealth Management and other CWB partner companies.
- Provide coaching and training to less experienced CWB employees.
- Exemplary estate management skills.
- Active participant in morale building committees within branch. (ie. United Way, Social Committee)
- Leverage business development opportunities by managing relationships of term deposit clients.
- Accountable for risk management of CWB and CWF clients by ensuring all AML/KYC requirements are adhered to.
- Brand ambassador for CWB.
Personal Banking Officer
Canadian Western Bank
07.2011 - 07.2014
- Promoted financial products by maintaining excellent service offering knowledge.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Cross-sold bank products and services to meet customer needs and provide options.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Grew deposit portfolio to largest in branch by uncovering client needs.
- Opened new personal and business accounts.
Manager, Personal Banking Administration
Canadian Western Bank
07.2008 - 07.2011
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Responsible for overall risk management and daily administration of branch.
- Assisted client walk in's with personal account openings.
- Overall management of daily balancing and bank vault inventory.
- Auditing of Personal and Business banking transactions daily.
- Maintained positive client relations by addressing issues and implementing successful corrective actions.
Sales and Service Representative
Canadian Western Bank
10.2007 - 07.2008
- Delivered prompt, accurate and excellent customer service .
- All front line duties as assigned.
- Trained and mentored new sales representatives.
- Maintained excellent client satisfaction through outstanding service delivery.
Education
Financial Planning II
Canadian Securities Institute
Edmonton, AB2021
Financial Planning I
Canadian Securities Institute
Edmonton, AB2019
Personal Lending And Mortgages
Canadian Securities Institute
Edmonton, AB2016
Investment Funds In Canada
Canadian Securities Institute
Edmonton, AB2013
Taxes, Investments, Retirements And Wills
Canadian Securities Institute
Edmonton, AB2011
Skills
- Relationship building
- Financial Advisement
- Customer Referrals
- WAVE lending system
- Order Entry System ( OES)
- T24 operating system
- Proficient in Microsoft Office
- Investorcom
Languages
English
Timeline
Account Manager, Personal Banking
Canadian Western Bank
07.2014 - Current
Personal Banking Officer
Canadian Western Bank
07.2011 - 07.2014
Manager, Personal Banking Administration
Canadian Western Bank
07.2008 - 07.2011
Sales and Service Representative
Canadian Western Bank
10.2007 - 07.2008
Financial Planning II
Canadian Securities Institute
Financial Planning I
Canadian Securities Institute
Personal Lending And Mortgages
Canadian Securities Institute
Investment Funds In Canada
Canadian Securities Institute
Taxes, Investments, Retirements And Wills
Canadian Securities Institute
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