Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
25
25
years of professional experience
Work History
Branch Manager
CIBC
08.2022 - Current
Maintained friendly and professional customer interactions.
Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
Assessed employee performance and developed improvement plans.
Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
Complied with regulatory guidelines and requirements.
Examined customer loan applications for loan approvals and denials.
Completed filings and upheld strict compliance with regulatory agencies and supervisors.
Submitted loan applications to underwriter for verification and recommendation.
Implemented risk management strategies to minimize potential losses while maintaining a healthy balance between risk and return on investments.
Reviewed and edited loan agreements to enhance clarity and monitor compliance with requirements.
Developed a high-performing team through targeted recruitment, training, and performance management initiatives.
Enhanced staff competency with regular training sessions, boosting productivity levels across the branch operations.
Senior Business Banking Specialist
CIBC
04.2012 - 07.2022
Reduced credit risk through thorough analysis of borrowers'' financial statements, credit reports, and collateral evaluations.
Optimized revenue growth by cross-selling banking products and services to meet clients'' financial objectives.
Assisted clients in navigating challenging financial situations such as bankruptcy or restructuring loans.
Collaborated with branch team members to maximize sales opportunities and achieve target goals.
Enhanced client satisfaction by providing tailored financial solutions for their business needs.
Increased customer retention by providing exceptional service and support for complex financial transactions.
Maintained strict compliance with regulatory requirements, adhering to all policies and procedures related to lending practices.
Opened new accounts and made changes to existing accounts.
Presented products and services to customers using in-depth knowledge to answer questions.
Cross-sold credit cards, loans and other bank products.
Monitored and verified suspicious activity on customer accounts.
Customer Service Representative
CIBC
11.1999 - 04.2012
Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
Answered constant flow of customer calls with minimal wait times.
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Developed strong product knowledge to provide informed recommendations based on individual customer needs.
Clarified customer issues and determined root cause of problems to resolve product or service complaints.
Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
Provided coaching and mentoring to new hires, contributing to their successful integration into the team.
Investigated and resolved customer inquiries and complaints quickly.
Met customer call guidelines for service levels, handle time and productivity.
Responded proactively and positively to rapid change.