Necip "Neil" Kirdar
Summary
Highly competent and result driven MBA professional with wide-ranging experience within the financial services sector. Demonstrated ability to develop skills of others, earn trust, build confidence, increase morale, and cultivate a positive work environment. Strong interpersonal skills with excellent communication abilities; professional, cooperative, energetic, and diplomatic. Established leadership skills with proven track record of people management. Strong analytical skills to assess situations and make informed decisions quickly. Efficient and organized to effectively meet tight deadlines with proven multitasking skills.
Overview
28
28
years of professional experience
Work History
Sr. Manager
CIBC -Telephone Banking – Inbound and Outbound
12.2021 - Current
- Led a high-performing team in achieving and surpassing key performance indicators (KPIs) in the areas of client experience, productivity, sales, and accuracy
- Fostered a collaborative work environment, promoting teamwork and employee engagement
- Conduct performance evaluation, make hiring decisions, provide salary recommendations, monitor and assign work, address disciplinary actions and termination
- Develop leadership staff through consistent coaching activities, providing performance feedback, and development plans
- Provide focus and clarity in establishing goals, driving leadership performance, supporting career development, and rewarding strong performance
- Construct an environment supportive to perpetual development and growth
- Recipient of multiple recognitions and awards including Quarterly Momentum, Purpose awards and Excel Awards for contributions made.
Team Leader
CIBC -Telephone Banking – Dual Inbound/Outbound
07.2016 - 12.2021
- Apply leadership skills to guide, coach, and inspire team members to achieve excellence in client experience and sales
- Successfully manage multiple teams at the same time (up to 60 members) Conduct interviews and assist with hiring and onboarding of new employees
- Maintain detailed and current working knowledge of the Inbound and Outbound practices, procedures, and principles
- Construct an environment conducive to perpetual learning, development, and growth
- Recipient of multiple recognitions and awards including; Annual Achiever, Quarterly Momentum, Purpose awards and Excel Awards for contributions made
- Achieved and exceed all performance targets.
Academy Bay Support Leader (ABSL)
CIBC - Telephone Banking - Outbound
09.2015 - 06.2016
- Assist and support the development and learning of newly hired Outbound Financial Services Representatives
- Develop, inspire, and empower team members to provide superior sales and customer service experience to our clients
- Build team and individual capability; ensuring employees possess the necessary capabilities to meet the standards and requirements of their respective roles
- Successfully contribute to the overall effectiveness and efficiency of Academy Bay by generating educational material for the use of current and future teams
- Mentor newly hired support leaders and assist them in the transition to the role
- Recipient of Quarterly Achiever and Excel awards for contributions made.
Financial Service Representative
CIBC - Telephone Banking - Outbound
09.2013 - 09.2015
- Assist clients in achieving their current and future financial objectives by enhancing clients' financial portfolio while cascading CIBC's full range of products and services
- Proactively discovering, understanding, and recognizing clients' needs to provide sound financial solutions
- Interview, qualify, and sell personal credit products (loans, credit cards, overdraft, mortgages, mortgage refinancing solutions, secured and unsecured lines of credit)
- Met and exceeded sales and productivity targets
- Recipient of multiple recognitions and awards for personal achievements; including Quarterly Achiever, Excel awards, perfect attendance, most valuable player, and amazing moments
- Member of the Employee Satisfaction Committee.
F/x Currency Trading
International Currency Group/ICG LLC
02.2006 - 08.2008
- Provide financial and other consulting services for small businesses
- Evaluate business models, objectives, accounting books and operations to uncover means of gaining greater productivity and increase profits
- Create sales and revenue growth targets
- Establish strategic goals, plans and objectives for clients and devise methods of implantation.
Graduate Assistant, Office of Graduate Academic Services
Zicklin School of Business, Baruch College
05.2004 - 01.2006
- Conduct benchmarking and comparative analysis of various divisions within the Zicklin School of Business and evaluate them in relations to other universities
- Generate reports on findings and present them to superiors and department heads
- Worked closely with the Office of the Dean and Director of Graduate Student Life to plan, orchestrate, and execute graduate student activities
- Streamlined planning and operational procedures for graduate students; including but not limited to orientations, international student orientations, speaker events, open houses, and information sessions.
Vice President, Investments
Grayson Financial L.L.C.
12.1998 - 12.2002
- Registered Representative and Principal Manager
- Directly involved in establishing the firm
- Acquired General Securities Principals License (Series 24) and Options Principals License (Series 4)
- Supervised the sales, trading, and recommendation actives of stocks, bonds, options, and mutual funds by Registered Representatives to retail clients
- Reviewed and approved opening of investment accounts and trading activities of retail clients
- Directly managed 10 Registered Representatives and worked closely with upper management and compliance officers to ensure firm wide enforcement of NASD and SEC rules and regulations
- Developed an extensive retail client base
- Managed investment accounts ranging from $30 thousand to $5 million
- Following the 9/11 attacks, helped develop operational procedure for the new office locations.
Account Executive
M.S. Farrell & Co.
09.1995 - 12.1998
- Registered Representative
- Acquired the General Securities Representative Licenses (Series 7) and the Uniformed State Law Licenses (Series 63)
- Attained large knowledge base in sales and trading of stocks, bonds, options and mutual funds
- Expanded client base through prospecting and referrals
- Developed existing client relationships through active management and servicing of investment portfolios
- Serviced clients' needs through identifying investment objectives, developing investment plans and reviewed performance on a quarterly and annual basis
- Received numerous sales awards for growth in new client base and assets raised
- Nominated 1997 rookie of the year for most accounts opened, assets raised, and commissions generated.
Education
MBA - Finance & Investments and International Business
City University of New York, Baruch College
New York, NY02.2006
BS - Finance and Economics
Rider University
Lawrenceville, NJ06.1995
Skills
- Leadership and Team Management
- Strategic Planning and Execution
- Budgeting and Financial Analysis
- Stakeholder Collaboration
- Process Improvement
- Communication and Interpersonal Skills
- Decision-Making and Problem-Solving
- Change Management
- MS Office (Word, Excel, PowerPoint, Outlook)
Timeline
Sr. Manager
CIBC -Telephone Banking – Inbound and Outbound
12.2021 - Current
Team Leader
CIBC -Telephone Banking – Dual Inbound/Outbound
07.2016 - 12.2021
Academy Bay Support Leader (ABSL)
CIBC - Telephone Banking - Outbound
09.2015 - 06.2016
Financial Service Representative
CIBC - Telephone Banking - Outbound
09.2013 - 09.2015
F/x Currency Trading
International Currency Group/ICG LLC
02.2006 - 08.2008
Graduate Assistant, Office of Graduate Academic Services
Zicklin School of Business, Baruch College
05.2004 - 01.2006
Vice President, Investments
Grayson Financial L.L.C.
12.1998 - 12.2002
Account Executive
M.S. Farrell & Co.
09.1995 - 12.1998
MBA - Finance & Investments and International Business
City University of New York, Baruch College
BS - Finance and Economics
Rider University