Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

SUSAN OMEIZA

TORONTO,ON

Summary

A result-driven professional with history of success in financial planning, strategic business development & portfolio growth. Leverage on Industry Knowledge, problem solving and communication skills to build relationships with clients and help achieve customer goal & Satisfaction. Navigate through multiple demands to provide high level of service in fast-paced, deadline-oriented environment.


Overview

9
9
years of professional experience
1
1
Certification

Work History

Senior Financial Advisor

CIBC Imperial Service
03.2022 - Current
  • Generated new business leads through extensive networking, referrals, and strategic partnerships.
  • Provided exceptional service to clients by addressing their unique financial concerns and goals with tailored advice.
  • Managed a diverse portfolio of clients, ensuring optimal returns on investments and minimizing risks.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Collaborated with cross-functional teams to develop integrated strategies for tax planning, risk management, and estate planning.
  • Maintained positive customer relationship by addressing problems head-on and implementing successful corrective actions.
  • Enhanced customer satisfaction by implementing personalized success strategies for key accounts.
  • Analyzed customer data to identify trends and develop strategies to improve customer success metrics.
  • Utilized customer feedback to inform changes and improvements to customer success plans.
  • Championed a proactive approach to customer success by identifying potential issues, addressing them early-on in the client lifecycle, and preventing churn.
  • Built and managed relationships with key clients and partners to drive growth.
  • Improved customer satisfaction rates through proactive problem-solving and efficient complaint resolution.
  • Increased sales revenue with targeted marketing campaigns and strategic product positioning.

Patient Care Specialist

MD Agility
07.2020 - 02.2022
  • Collaborated with the appropriate medical units to advocate for patient care and drive service improvements..
  • Improved response times by streamlining support processes and triaging urgent referrals.
  • Streamlined onboarding processes, reducing time-to-value for new patients while maintaining high levels of satisfaction.
  • Maintained patient satisfaction with forward-thinking strategies focused on addressing patient needs and resolving concerns.
  • Responded to phone and email inquiries from potential clients about the services offered and how to boost client efficiency and patient satisfaction.
  • Managed and resolved incoming issues from Patients and clients.
  • developed policies and protocols in collaboration with new clients for their software and services.
  • Developed strong rapport with both internal team members and external partners such as referring physicians or other healthcare professionals involved in a patient's care plan.
  • Documented and analyzed patient information and care activities in electronic medical record.
  • Assisted in the development of individualized care plans to address each patient's unique needs and goals.

Relationship Manager

United Bank For Africa
05.2016 - 01.2020
  • Collaborated with cross-functional teams for seamless management of high-profile accounts, resulting in improved customer satisfaction.
  • Implemented effective communication strategies to maintain ongoing dialogue with clients, fostering long-term partnerships.
  • Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
  • Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
  • Monitored financial markets closely to stay informed on industry trends, ensuring accurate advice and guidance for clients.
  • Evaluated portfolio performance regularly using advanced analytics tools, making strategic recommendations to optimize client returns.
  • Negotiated favorable terms on behalf of clients during complex transactions, maximizing profitability while minimizing potential risks.
  • Conducted regular reviews of client's financial profiles to ensure alignment with their risk tolerance, objectives, and investment strategies.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.

Customer Success Manager

Standard Trust Bank
03.2015 - 04.2016
  • Monitored metrics and developed actionable insights to improve efficiency and performance.
  • Leveraged data-driven insights to develop targeted strategies for enhancing overall client engagement levels.
  • Planned, created, tested and deployed system life cycle methodology to produce high quality systems to meet and exceed customer expectations.
  • Reduced waste and pursued revenue development strategies to keep department aligned with sales and profit targets.
  • Tracked customer service cases and updated service software with customer information.
  • Utilized customer service software to manage interactions and track customer satisfaction.
  • Developed customer service policies and procedures to meet and exceed industry service standards.
  • Conducted post-implementation follow-ups to solicit valuable feedback from customers, enabling further enhancements in service quality.

Education

Master of Science - International Marketing

Queen Mary, University of London
London, United Kingdom
11.2013

Bachelor of Arts - Media & Communications

Goldsmiths, University of London
London, United Kingdom
08.2012

Skills

  • Business Development
  • Wealth Management
  • Effective Communication & Presentation
  • Portfolio Management
  • Client Engagement
  • Financial Planning & Analysis
  • Strategic Planning & development
  • Performance Analysis
  • Problem Solving
  • Root Cause Analysis
  • CRM proficiency (Salesforce)
  • Microsoft Office Suites
  • Google suites
  • Team Leadership
  • Data Analysis
  • EMR: Cerebrum, PS suite
  • Relationship Building
  • Portfolio Growth

Languages

English
Native or Bilingual
French
Elementary

Certification

  • Investment Industry regulatory Organization of Canada (IIROC) - Licensed Member


Certifications

  • Investment Funds in Canada (IFIC)
  • Canadian Securities course (CSC)
  • Wealth Management Essentials (WME)

Timeline

Senior Financial Advisor

CIBC Imperial Service
03.2022 - Current

Patient Care Specialist

MD Agility
07.2020 - 02.2022

Relationship Manager

United Bank For Africa
05.2016 - 01.2020

Customer Success Manager

Standard Trust Bank
03.2015 - 04.2016

Master of Science - International Marketing

Queen Mary, University of London

Bachelor of Arts - Media & Communications

Goldsmiths, University of London

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SUSAN OMEIZA