Summary
Overview
Work History
Skills
Timeline
Generic

Tammie Spencer

Oro,ON

Summary

Experienced Executive and proven leader at building vibrant businesses by developing new prospects, managing customer relationships, and exceeding sales goals.

Friendly and personable with adaptable approach.

Exceptional knowledge in wealth management and lending.

Overview

14
14
years of professional experience

Work History

Premier Relationship Manager

HSBC Bank
06.2016 - Current
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.

Senior Financial Representative

CIBC
01.2013 - 12.2015
  • Exceeded performance metrics goals of bank products and services.
  • Met with customers to assess needs, financial status and eligibility.

Senior Account Executive

CitiFinancial
01.2010 - 01.2013
  • Exceeded Sales goals through new business both secured & unsecured through outbound calls & cross selling.
  • Retention of current customer accounts and initiating collection activities


Skills

  • Relationship Building and Management
  • Investment and Wealth Planning
  • Product Knowledge
  • Solution Management
  • Strategic Planning
  • Financial Services
  • New Business Development
  • Value Selling
  • IFIC License
  • Financial Planning I & II

Timeline

Premier Relationship Manager

HSBC Bank
06.2016 - Current

Senior Financial Representative

CIBC
01.2013 - 12.2015

Senior Account Executive

CitiFinancial
01.2010 - 01.2013

Similar Profiles

CREATE PROFILE
Tammie Spencer