PHILIP OSINEYE
Gatineau,QC
Summary
Experienced Assistant Branch Manager and Registered Investment Sales Representative with over 4 years at BMO. Skilled in team leadership, compliance-focused sales strategies, and providing personalized financial advice. Holds certifications in Canadian Investment Funds Course (CIFC/IFIC equivalent) and Branch Compliance Officer (BCO). Recognized for strong risk management, operational proficiency, and collaborative leadership. Seeking to utilize compliance expertise and frontline experience in the Centralized Branch Compliance Officer role.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Assistant Branch Manager
Bank of Montreal
01.2025 - Current
- Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
- Trained and developed new team members in alignment with branch service standards and objectives and weekly coaching sessions for my frontline team as well as other branches weekly.
- Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
- Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.
- Supervised team of 4 branch employees and made recommendations regarding performance evaluations. Whilst supporting Branch Manager with a team of 5 bankers.
Personal Banker
Bank of Montreal, BMO
03.2022 - 12.2024
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
Personal Banking Associate
BMO Bank of Montreal
11.2021 - 02.2022
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Balanced teller drawers and ATM cash.
- Opened, closed, and updated accounts for customers.
- Conducted regular account reviews to identify opportunities for cross-selling additional bank products and services.
- Participated actively in staff training programs designed not only for personal professional development but also for enhancing overall team performance levels.
Customer Service Representative
BMO Bank of Montreal
07.2021 - 10.2021
- Monitored cash drawers in multiple checkout stations and maintained adequate cash supply.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Education
Business Adminstration - Human Resources Management
Algonquin College
Ottawa01.2021
Skills
- Branch Compliance & Risk Mitigation
- Regulatory Adherence (AML, KYC, BCO Standards)
- Sales & Investment Advice (RISR Experience)
- Operational Oversight & Audit Support
- Customer Experience & Conflict Resolution
- Reporting & Data Analysis
- Leadership & Staff Development
- Proficient in Microsoft Office Suite
Languages
English
Native or Bilingual
French
Elementary
Certification
- IFSE Institute: Canadian Investment Funds Course
- CSI: Branch Compliance Officer Course
Timeline
Assistant Branch Manager
Bank of Montreal
01.2025 - Current
Personal Banker
Bank of Montreal, BMO
03.2022 - 12.2024
Personal Banking Associate
BMO Bank of Montreal
11.2021 - 02.2022
Customer Service Representative
BMO Bank of Montreal
07.2021 - 10.2021
Business Adminstration - Human Resources Management
Algonquin College
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