Summary
Overview
Work History
Education
Skills
Timeline
Generic

Shelley Jones

Barrie,ON

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

30
30
years of professional experience

Work History

Senior Financial Planner

CIBC
Barrie, Ontario
04.2001 - 02.2022
  • Guided clients through compiling important financial histories and documentation for evaluation.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing overseas partners.
  • Kept client financial plans optimized for current market trends and economic conditions.
  • Carried out day-day-day duties accurately and efficiently.
  • Demonstrated respect, friendliness and willingness to help wherever needed.

Personal Banking Representative

CIBC
Barrie, ON
08.1990 - 03.2000
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
  • Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
  • Expanded client base by promoting new financial products.
  • Achieved consistent recognition as top sales performer.
  • Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.

Education

No Degree - General Secretarial

Georgian College of Applied Arts And Technology
Barrie, ON

Skills

  • New Business Opportunities
  • Budget Planning
  • Financial Product Advisement
  • Retirement Planning

Timeline

Senior Financial Planner

CIBC
04.2001 - 02.2022

Personal Banking Representative

CIBC
08.1990 - 03.2000

No Degree - General Secretarial

Georgian College of Applied Arts And Technology

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Shelley Jones