Relationship Manager

• Jul 2020 - Present

The Relationship Manager as part of the Relationship Management Team is responsible for strategically aligning relationship management efforts with the Telfer School of Management priorities. Responsibilities also include initiating and developing strong business relationships with various organizations while recommending effective recruitment strategies and engaging them in various programs, workshops, networking events and Career Centre activities. Guiding and developing students with their… Show more The Relationship Manager as part of the Relationship Management Team is responsible for strategically aligning relationship management efforts with the Telfer School of Management priorities. Responsibilities also include initiating and developing strong business relationships with various organizations while recommending effective recruitment strategies and engaging them in various programs, workshops, networking events and Career Centre activities. Guiding and developing students with their networking and self-marketing skills is also a key responsibility. Relationship Managers overall demonstrate vision and leadership, which has a positive impact on the employment rate of Telfer School of Management graduates. In my current role, I am responsible of supporting employers and students in the Finance and Accounting industries. I am also the Program Manager for our Capital Market Program, a two-year development program for high performing Telfer School of Management students looking to learn more about the world of capital markets. As an alumni of the school, my background in both Finance and Accounting industries helps me daily into achieving my tasks. Show less The Relationship Manager as part of the Relationship Management Team is responsible for strategically aligning relationship management efforts with the Telfer School of Management priorities. Responsibilities also include initiating and developing strong business relationships with various organizations while recommending effective recruitment strategies and engaging them in various programs, workshops, networking events and Career Centre activities. Guiding and developing students with their… Show more The Relationship Manager as part of the Relationship Management Team is responsible for strategically aligning relationship management efforts with the Telfer School of Management priorities. Responsibilities also include initiating and developing strong business relationships with various organizations while recommending effective recruitment strategies and engaging them in various programs, workshops, networking events and Career Centre activities. Guiding and developing students with their networking and self-marketing skills is also a key responsibility. Relationship Managers overall demonstrate vision and leadership, which has a positive impact on the employment rate of Telfer School of Management graduates. In my current role, I am responsible of supporting employers and students in the Finance and Accounting industries. I am also the Program Manager for our Capital Market Program, a two-year development program for high performing Telfer School of Management students looking to learn more about the world of capital markets. As an alumni of the school, my background in both Finance and Accounting industries helps me daily into achieving my tasks. Show less

Branch Manager

• Nov 2019 - Jul 2020

The role of a Branch Manager requires to: Be a role model, coach and champion for the RBC Leadership Model Lead with a growth mindset, focusing on what’s possible to acquire, and develop talent, to deliver an exceptional client experience Build trust by being candid and sincere in your feedback and demonstrate an openness to receiving feedback from others Demonstrate strong management routines and demonstrate active performance management routines to achieve team… Show more The role of a Branch Manager requires to: Be a role model, coach and champion for the RBC Leadership Model Lead with a growth mindset, focusing on what’s possible to acquire, and develop talent, to deliver an exceptional client experience Build trust by being candid and sincere in your feedback and demonstrate an openness to receiving feedback from others Demonstrate strong management routines and demonstrate active performance management routines to achieve team success. Embrace an environment of continuous learning, for you and your team, through proactively seeking knowledge and skills and be part of a change ready workforce Develop and coach a team on improving proficiency and capability. Focus on employee movement through proficiency levels to drive performance in current role and enable future career progression Develop and deploy team capacity and capability across market with partners through active workforce and succession planning to ensure the right people with the right capabilities are aligned to our client needs for now & in the future Lead a team of highly engaged and enabled Advisors to execute plan and increase employee engagement

Assistant Branch Manager

• Jul 2018 - Nov 2019

The role of an Assistant Branch Manager requires to: Be a role model, coach and champion for the RBC Leadership Model Lead with a growth mindset, focusing on what’s possible to acquire, and develop talent, to deliver an exceptional client experience Build trust by being candid and sincere in your feedback and demonstrate an openness to receiving feedback from others Demonstrate strong management routines and demonstrate active performance management routines to achieve team… Show more The role of an Assistant Branch Manager requires to: Be a role model, coach and champion for the RBC Leadership Model Lead with a growth mindset, focusing on what’s possible to acquire, and develop talent, to deliver an exceptional client experience Build trust by being candid and sincere in your feedback and demonstrate an openness to receiving feedback from others Demonstrate strong management routines and demonstrate active performance management routines to achieve team success. Embrace an environment of continuous learning, for you and your team, through proactively seeking knowledge and skills and be part of a change ready workforce Develop and coach a team on improving proficiency and capability. Focus on employee movement through proficiency levels to drive performance in current role and enable future career progression Develop and deploy team capacity and capability across market with partners through active workforce and succession planning to ensure the right people with the right capabilities are aligned to our client needs for now & in the future Lead a team of highly engaged and enabled Advisors to execute plan and increase employee engagement

Banking Advisor

• Jan 2018 - Jul 2018

Manager Financial Services

• Apr 2017 - Jan 2018

The role of Manager, Financial Services requires to: Be a key member of a collaborative and versatile branch team Proactively engage with customers to identify their needs using the bank’s tools and your understanding of the customer Advise customers, offering financial solutions and products to meet their everyday banking, investment and lending needs Help customers find new and alternate ways to bank with us by offering convenience and valuing their time. Take the… Show more The role of Manager, Financial Services requires to: Be a key member of a collaborative and versatile branch team Proactively engage with customers to identify their needs using the bank’s tools and your understanding of the customer Advise customers, offering financial solutions and products to meet their everyday banking, investment and lending needs Help customers find new and alternate ways to bank with us by offering convenience and valuing their time. Take the initiative and find creative approaches to enhancing the customer experience Collaborate with various BMO partners and identify referral opportunities to further grow the customer relationship. Keep up to date with the wider marketplace and regulatory environment, including operations, legal and ethical requirements. Qualifications needed: Experience in a consultative customer service or sales role, with a drive to deliver solutions Good knowledge of lending, investment and partner relationships – ideally supported by an IFIC qualification (or equivalent) lending qualification A focus on results and the ability to thrive in a sales environment Readiness to collaborate and work in different capacities as part of a team Excellent interpersonal skills, including the ability to build rapport and manage business relationships An aptitude for solving problems, and responding flexibly and creatively to new challenges Show less The role of Manager, Financial Services requires to: Be a key member of a collaborative and versatile branch team Proactively engage with customers to identify their needs using the bank’s tools and your understanding of the customer Advise customers, offering financial solutions and products to meet their everyday banking, investment and lending needs Help customers find new and alternate ways to bank with us by offering convenience and valuing their time. Take the… Show more The role of Manager, Financial Services requires to: Be a key member of a collaborative and versatile branch team Proactively engage with customers to identify their needs using the bank’s tools and your understanding of the customer Advise customers, offering financial solutions and products to meet their everyday banking, investment and lending needs Help customers find new and alternate ways to bank with us by offering convenience and valuing their time. Take the initiative and find creative approaches to enhancing the customer experience Collaborate with various BMO partners and identify referral opportunities to further grow the customer relationship. Keep up to date with the wider marketplace and regulatory environment, including operations, legal and ethical requirements. Qualifications needed: Experience in a consultative customer service or sales role, with a drive to deliver solutions Good knowledge of lending, investment and partner relationships – ideally supported by an IFIC qualification (or equivalent) lending qualification A focus on results and the ability to thrive in a sales environment Readiness to collaborate and work in different capacities as part of a team Excellent interpersonal skills, including the ability to build rapport and manage business relationships An aptitude for solving problems, and responding flexibly and creatively to new challenges Show less

Sales Leader

• May 2015 - May 2017

Mediate between sales team and management to address complaints and dissatisfaction from both parties Supervise sales associates and handle change requests by customers, as well as check that goods are in good condition Be acquainted with sales items and procedures in the department in order to provide accurate information to clients that can enhance sales transactions Develop sales strategies to reach new customers and also grab the attention of already existing ones to… Show more Mediate between sales team and management to address complaints and dissatisfaction from both parties Supervise sales associates and handle change requests by customers, as well as check that goods are in good condition Be acquainted with sales items and procedures in the department in order to provide accurate information to clients that can enhance sales transactions Develop sales strategies to reach new customers and also grab the attention of already existing ones to boost sales in the department Train members of the sales team in order to make them better sales associates Have a positive approach to sales strategies and motivate sales associates to keep their heads up in both good and bad moments in the sales department Supervise opening and closing of the store at the appropriate time. Show less Mediate between sales team and management to address complaints and dissatisfaction from both parties Supervise sales associates and handle change requests by customers, as well as check that goods are in good condition Be acquainted with sales items and procedures in the department in order to provide accurate information to clients that can enhance sales transactions Develop sales strategies to reach new customers and also grab the attention of already existing ones to… Show more Mediate between sales team and management to address complaints and dissatisfaction from both parties Supervise sales associates and handle change requests by customers, as well as check that goods are in good condition Be acquainted with sales items and procedures in the department in order to provide accurate information to clients that can enhance sales transactions Develop sales strategies to reach new customers and also grab the attention of already existing ones to boost sales in the department Train members of the sales team in order to make them better sales associates Have a positive approach to sales strategies and motivate sales associates to keep their heads up in both good and bad moments in the sales department Supervise opening and closing of the store at the appropriate time. Show less

Financial Services Representative

• May 2016 - Apr 2017

Engage with several clients every day to meet their immediate and future needs, offer advice, handle objections and complete sales for both personal and small business clients Proactively contact clients by phone to identify potential client needs, and schedule appointments to further discuss clients’ opportunities Seek to understand and advise clients based on a comprehensive financial planning approach including cash management, credit, investment and wealth protection Demonstrate… Show more Engage with several clients every day to meet their immediate and future needs, offer advice, handle objections and complete sales for both personal and small business clients Proactively contact clients by phone to identify potential client needs, and schedule appointments to further discuss clients’ opportunities Seek to understand and advise clients based on a comprehensive financial planning approach including cash management, credit, investment and wealth protection Demonstrate the benefits and assist clients in using all channels such as Bank Machines, Telephone Banking, Mobile and Online Banking Resolve client problems quickly and/or refer to colleagues, as appropriate Work as part of a team to ensure the client is receiving the most appropriate advice and introduce them to the appropriate colleague to meet their needs Keep current on CIBC products and systems to close any gaps in knowledge Use technology to demonstrate digital channels options (e.g iPad, ATM, Online, Mobile) Participate in marketing and business development activities such as client acknowledgement programs and client appreciation activities Show less Engage with several clients every day to meet their immediate and future needs, offer advice, handle objections and complete sales for both personal and small business clients Proactively contact clients by phone to identify potential client needs, and schedule appointments to further discuss clients’ opportunities Seek to understand and advise clients based on a comprehensive financial planning approach including cash management, credit, investment and wealth protection Demonstrate… Show more Engage with several clients every day to meet their immediate and future needs, offer advice, handle objections and complete sales for both personal and small business clients Proactively contact clients by phone to identify potential client needs, and schedule appointments to further discuss clients’ opportunities Seek to understand and advise clients based on a comprehensive financial planning approach including cash management, credit, investment and wealth protection Demonstrate the benefits and assist clients in using all channels such as Bank Machines, Telephone Banking, Mobile and Online Banking Resolve client problems quickly and/or refer to colleagues, as appropriate Work as part of a team to ensure the client is receiving the most appropriate advice and introduce them to the appropriate colleague to meet their needs Keep current on CIBC products and systems to close any gaps in knowledge Use technology to demonstrate digital channels options (e.g iPad, ATM, Online, Mobile) Participate in marketing and business development activities such as client acknowledgement programs and client appreciation activities Show less

Customer Service Representative

• Jan 2016 - May 2016

• Provides account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; recording night and mail deposits; selling cashier's checks, traveler's checks, and series e bonds; answering questions in person or on telephone; referring to other bank services. • Achieve and exeed goals. • Records transactions by logging cashier's checks, traveler's checks, and other special services; preparing currency transaction reports. • Cross-sells… Show more • Provides account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; recording night and mail deposits; selling cashier's checks, traveler's checks, and series e bonds; answering questions in person or on telephone; referring to other bank services. • Achieve and exeed goals. • Records transactions by logging cashier's checks, traveler's checks, and other special services; preparing currency transaction reports. • Cross-sells bank products by answering inquiries; informing customers of new services and product promotions; ascertaining customers' needs; directing customers to a branch representative. • Completes special requests by closing accounts; taking orders for checks; opening and closing christmas and vacation clubs; exchanging foreign currencies; providing special statements, copies, and referrals; completing safe-deposit box procedures. Show less • Provides account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; recording night and mail deposits; selling cashier's checks, traveler's checks, and series e bonds; answering questions in person or on telephone; referring to other bank services. • Achieve and exeed goals. • Records transactions by logging cashier's checks, traveler's checks, and other special services; preparing currency transaction reports. • Cross-sells… Show more • Provides account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; recording night and mail deposits; selling cashier's checks, traveler's checks, and series e bonds; answering questions in person or on telephone; referring to other bank services. • Achieve and exeed goals. • Records transactions by logging cashier's checks, traveler's checks, and other special services; preparing currency transaction reports. • Cross-sells bank products by answering inquiries; informing customers of new services and product promotions; ascertaining customers' needs; directing customers to a branch representative. • Completes special requests by closing accounts; taking orders for checks; opening and closing christmas and vacation clubs; exchanging foreign currencies; providing special statements, copies, and referrals; completing safe-deposit box procedures. Show less

Sales Representative

• Aug 2014 - Sep 2015

Serving a perfectly bilingual environment (English and French) professionalism; Make the sale with objectives in a challenging environment; Give the customer a good experience of customer service; Have taste and customer satisfaction in his research. Serving a perfectly bilingual environment (English and French) professionalism; Make the sale with objectives in a challenging environment; Give the customer a good experience of customer service; Have taste and customer satisfaction in his research.

Associate Customer Service

• Mar 2014 - Nov 2014

Have the spirit of teamwork; Provide impeccable service to customers; Be bilingual; Speed in the scanning at the cash; Patience and courtesy to older people or having any disability; Auditor training funds; Training in the closure of a union; Keep the areas always clean. Have the spirit of teamwork; Provide impeccable service to customers; Be bilingual; Speed in the scanning at the cash; Patience and courtesy to older people or having any disability; Auditor training funds; Training in the closure of a union; Keep the areas always clean.

Customer Service Representative

• Aug 2013 - Feb 2014

Receive guests with courtesy; Stress management during the rush; Preparation of customers bags; Associating each number to each bag with speed; Receiving phone calls for delivery orders; Ensure the cleanliness and hygiene of the areas. Receive guests with courtesy; Stress management during the rush; Preparation of customers bags; Associating each number to each bag with speed; Receiving phone calls for delivery orders; Ensure the cleanliness and hygiene of the areas.