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Marcos Valdes

Senior Financial Advisor at Servus Credit Union
Intro Book
Marcos Valdes, a seasoned financial professional with 1 year 6 months of experience as Senior Financial Advisor at Servus Credit Union, brings expertise in training, portfolio management, and risk management.
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Location
Edmonton, Alberta, Canada, CA
Languages
  • Spanish -
Skills
  • Training
  • Portfolio Management
  • Loans
  • Finance
  • Risk Management
  • Show all
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Bio

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Marcos Valdes is a seasoned financial professional with extensive experience in banking and finance. He holds a Bachelor of Business Administration (BBA) degree from ESANE and a Bachelor of Arts degree from Concordia University College of Alberta. Valdes has worked in various roles, including Senior Financial Advisor, Financial Advisor, Personal Banker, and Personal Relationship Manager, with a strong focus on relationship management, credit risk, and consumer lending.

Experience

  • Servus Credit Union
    • Edmonton, Alberta, Canada
    • Senior Financial Advisor
      • Jan 2023 - Present
      • Edmonton, Alberta, Canada

  • Scotiabank
    • Edmonton, Alberta, Canada
    • Financial Advisor
      • Mar 2022 - Present
      • Edmonton, Alberta, Canada

  • BMO Financial Group
    • Canada
    • Personal Banker
      • Jul 2021 - Apr 2022
      • Canada

  • ATB FInancial
    • Canada
    • Banking
    • 700 & Above Employee
    • Personal Relationship Manager
      • Apr 2016 - Apr 2022

    • Personal Banking Specialist II
      • Jul 2014 - Apr 2022

    • Personal Banking Specialist / Senior Lender
      • Mar 2013 - Nov 2018

  • Scotiabank
    • Home Financing Advisor
      • Sep 2020 - Sep 2021

  • National Bank of Canada
    • Downtown Edmonton
    • Senior Bank Advisor
      • Jun 2007 - May 2013
      • Downtown Edmonton

      I was incharge of portfolio of over 800 clients. I did most of the training of new advisor, specially in the lending side. And I was Acting branch manager for the last 3 years.

  • Osorno Bank, Chile
    • Mortgage Department
      • Mar 1986 - Oct 1989

Education

  • 2001 - 2003
    Concordia University College of Alberta
    2 years of Bachelor of Arts, Political Science and Government
  • 1984 - 1986
    ESANE
    Bachelor of Business Administration (BBA), Business and Personal/Financial Services Marketing Operations
  • 1983 - 1986
    ESANE, Businnes school, Santiago Chile.
    Business Administration and Management, General

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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