Theresa Mae De Leon
Lac La Biche,AB
Summary
Talented professional highly effective at sourcing, negotiating and buying goods, materials and services to meet company's operational requirements. Resourceful professional targeting alternate sources for goods and materials. Excellent attention to detail to manage processes and timelines and accomplish tasks.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Senior Financial Services Representative
CIBC
Lac La Biche, Alberta
07.2019 - Current
- Developed and maintained relationships with customers and assisted in generating sales opportunities.
- Offered sound financial recommendations to promote financial security, moving clients to take action.
- Analyzed client financial statements and data to evaluate financial health and investment opportunities.
- Investigated financial resources and creditworthiness.
- Maintained accurate records of customer accounts including transactions and balances.
- Advised customers on the best ways to maximize their returns while minimizing risks associated with their investments.
- Conducted comprehensive financial planning and analysis to identify client needs and goals.
- Promoted insurance and products to individuals and businesses and analyzed and determined financial viability and productivity of target products and services.
- Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
- Generated leads through cold calling prospective clients.
- Built and maintained strong client relationships through exceptional service and communication.
- Received and processed deposits, withdrawals and loan payments, keeping financial records up-to-date.
Education
Bachelor of Accountancy -
University of Luzon
Philippines11-2018
Bachelor of Accounting Technology -
University Of Luzon
Philippines11-2017
Skills
- Communication skills
- Problem solving
- Time management
- Relationship management
- Financial services
- Multitasking
- Team collaboration
- Sales goals
- Teamwork and collaboration
- Prospect leads
- Mutual funds
- Know your customer
- Debt management
- Detail-oriented
- Investment planning
- Team leadership
Languages
English
Full Professional
Certification
- Canadian Investment Fund Course Passer
Timeline
Senior Financial Services Representative
CIBC
07.2019 - Current
Bachelor of Accountancy -
University of Luzon
Bachelor of Accounting Technology -
University Of Luzon
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