Robert Gee
Chatham
Summary
Dynamic Senior Manager at CIBC with a proven track record in business development and financial analysis. Successfully increased portfolio growth through strategic networking and mentoring, while consistently exceeding revenue targets. Adept at cross-functional collaboration and talent development, maintaining high client satisfaction scores through exceptional service and relationship management.
Overview
11
11
years of professional experience
Work History
Senior Manager, Commercial Banking
CIBC
07.2017 - Current
- Consistently achieved credit growth of 10% YoY, Deposit Growth of 8% YoY, and revenue growth of 12% YoY by consistent and habitual business development activities.
- Established strong referral networks with internal partners such as commercial banking, private banking, and wealth management teams to identify potential new clients.
- Applied financial and credit analysis to qualify potential borrowers.
- Ensured compliance with all relevant regulations by adhering to established policies and procedures in all aspects of the role.
- Enhanced team performance by mentoring junior relationship managers on best practices in client service, sales techniques, and product knowledge.
- Increased portfolio growth by effectively identifying new business opportunities through market research and networking.
- Consistently exceeded revenue targets through proactive account management and cross-selling of bank products and services.
- Maintained a consistently high NPS Score from satisfied clients in excess of 85%.
Tax Consult Consultant
Farm Business Consultants
12.2013 - 07.2017
- Actively grew the client portfolio year over year by soliciting referrals from satisfied tax clients by 10% YoY.
- Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
- Applied various strategies to reduce or defer corporate tax payable.
- Compiled information for Notice to Reader financial reports.
- Managed client relationships through regular check-ins and updates on project progress.
- Consistently achieved a high client NPS Score based on relationship and customer service.
Education
Bachelor of Commerce - Accounting
University of Windsor
WindsorDiploma - Accounting
Fanshawe College
London12-2012
Skills
- Business Development
- Financial Analysis
- Strategic planning
- Cross-functional collaboration
- Operations management
- Cross-functional team coordination
- Troubleshooting and problem resolution
- Talent development
- Decision-making
- Business analysis and reporting
- Negotiation
- Fiscal management
Timeline
Senior Manager, Commercial Banking
CIBC
07.2017 - Current
Tax Consult Consultant
Farm Business Consultants
12.2013 - 07.2017
Bachelor of Commerce - Accounting
University of Windsor
Diploma - Accounting
Fanshawe College
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