Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Certification
Timeline
Generic

Victor Gritac

Oshawa,ON

Summary

Seeking a challenging position where I am able to apply my skills and experience with regional sales management. Consistently exceeded sales targets and driving market growth. Utilized strategic planning and team leadership to maximize performance and effectiveness. Track record of building strong client relationships and implementing successful sales strategies.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Area Sales Manager

CIBC
05.2023 - 03.2025
  • Established strong relationships with key clients, resulting in increased customer retention and satisfaction.
  • Enhanced team performance by providing ongoing coaching, training, and mentoring to sales representatives.
  • Managed a successful sales team, consistently achieving and exceeding monthly sales targets.
  • Lead a team of 25 sales representatives across the GTA, driving mortgage advisory sales and achieving a 130% increase in revenue over F23/F24.
  • Develop and execute sales strategies to penetrate new markets and expand the customer base, resulting in a 50% increase in market share.
  • Conduct training and development programs for team members, ensuring the delivery of exceptional customer service and adherence to regulatory standards.
  • Establish strong relationships with referral partners, including real estate agents and financial advisors, fostering collaboration and business growth.

Mortgage Advisor & Team Leader

CIBC
08.2019 - 05.2023
  • Leveraged strong networking skills to cultivate relationships with industry professionals, expanding referral sources and strengthening the company''s presence within the local market.
  • Provided exceptional customer service, leading to an increase in positive client testimonials and repeat business opportunities.
  • Coordinated the entire residential mortgage process from pre-qualification to closing by working with clients, Financial Advisors, Realtors, Banking Centre Leaders and COI's
  • Developed creative personal budgeting strategies for clients.
    improving their chances when qualifying for a mortgage
  • Met clients face to face and conducted in-depth reviews of their financial circumstances and provided affordability estimates
  • Led weekly training sessions and provided ongoing support to the team to improve growth and results
  • Self-Management: Demonstrated time management and planning skills with the ability to organize the day with activities that contribute to my goals
  • Proven track record of Mortgage Sales (60MM+ Yearly) and other related products with a sound understanding of the local market

Various Roles (Universat Banker, FSR)

CIBC
08.2014 - 08.2019
  • Assisted customers with setting up or closing accounts, completing loan, mortgage applications, and signing up for new services.
  • Fostered successful relationships with clients by converting reads into sales
  • Provided easy, flexible and personalized solutions to potential existing and clients in person regarding CIBC,s full range of products and services
  • Exceeded sales targets by understanding client needs, offering first contact resolution of issues, and actively promoted services that exceeded client's expectations.
  • Liaised with and maintain strong working relationship with CIBC business partners to ensure clients concerns are effectively resolved by using the Client Engagement Model.
  • Increased profits with ability to turn negative customer interactions into financial solutions; offered appropriate products to solve customer issues and retain their business
  • Offered superior client experience on every call to exceed expectations clients, and made a difference with good listening and analytical skills
  • Met sales and productivity targets by understanding client needs, offering first call resolution of issues, and actively promoted services that exceeded client's expectations.
  • Prepared personalized procedural email updates for the team to prevent any errors & to ensure we provided complete information to our clients.

FInancial Services Representative

TD Canada Trust
02.2013 - 04.2014
  • Assisted customers with setting up or closing accounts, completing loan, mortgage applications, and signing up for new services.
  • Helped company attain the highest customer service ratings in all categories including communication skills, listening skills, problem resolution and politeness
  • Increased profits with ability to turn negative customer interactions into selling opportunities; offering appropriate products to solve customer issues and retain their business
  • Earned customer loyalty by combining extensive product
    knowledge with good listening and analysis skills to provide honest, straightforward advice designed to perform well and satisfy the customer
  • Managed a high-volume workload with a deadline-driven
    environment

Education

Mechanical Engineering

Ryerson University
Toronto

Skills

  • Relationship building
  • Sales presentations
  • Sales team supervision
  • Territory management
  • Sales tracking
  • Sales training
  • Partnership development
  • Pipeline management
  • Presentations and proposals

Accomplishments


  • Multiple Quarterly Achiever Awards
  • Top 10%-15% Nationally as a Mortgage Advisor
  • Top 10% Nationally as an Area Sales Manager
  • Recognized as Top in region for NPS
  • Recognized as Top in region for Risk Measures

Languages

English
Full Professional
Romanian
Native or Bilingual
Russian
Native or Bilingual

Certification

IFIC-2016

Timeline

Area Sales Manager

CIBC
05.2023 - 03.2025

Mortgage Advisor & Team Leader

CIBC
08.2019 - 05.2023

Various Roles (Universat Banker, FSR)

CIBC
08.2014 - 08.2019

FInancial Services Representative

TD Canada Trust
02.2013 - 04.2014

Mechanical Engineering

Ryerson University

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Victor Gritac