Neil Teixeira
Senior Personal Account Manager at Rapport Credit Union at Rapport Credit Union- Claim this Profile
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English Native or bilingual proficiency
Topline Score
Bio
Credentials
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IFIC
Canadian Securities Institute (CSI) -
cPanel & WHM Administrator Certification
cPanel Web Hosting Solutions -
cPanel & WHM Sales Professional
cPanel -
cPanel & WHM System Administrator I Certification
cPanel
Experience
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Rapport Credit Union
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Canada
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Financial Services
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1 - 100 Employee
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Senior Personal Account Manager at Rapport Credit Union
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Jun 2021 - Present
Investments, loans and mortgages - we do it all. Rapport is more than a type of bank, it is a shared ownership for the company, providing profits to our members, and not to shareholders. People working for people, offering lower rates on borrowing and higher rates on deposits, with the great opportunity for long term investments just by banking with us. Investments, loans and mortgages - we do it all. Rapport is more than a type of bank, it is a shared ownership for the company, providing profits to our members, and not to shareholders. People working for people, offering lower rates on borrowing and higher rates on deposits, with the great opportunity for long term investments just by banking with us.
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RBC
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France
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Design Services
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1 - 100 Employee
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Personal Banking Advisor
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Aug 2017 - Jun 2021
A great company with great people. I am proud to have joined RBC to further my career and hopefully, make a difference in some people's lives. A great company with great people. I am proud to have joined RBC to further my career and hopefully, make a difference in some people's lives.
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AllCore Communications Inc.
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Canada
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IT Services and IT Consulting
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1 - 100 Employee
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Technical Support Analyst
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Apr 2017 - Aug 2017
A quality internship learning the real world applications of tech support for a local ISP. A quality internship learning the real world applications of tech support for a local ISP.
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BMO Harris Bank
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United States
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Banking
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700 & Above Employee
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Operations Payments Officer
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Sep 2015 - Feb 2016
Compile information about new accounts, enter account information into computers, and file related forms or other documents. Execute both commercial and personal Wire Transfers Part of a project team to coordinate database development and determine project scope and limitations. Maintain, create and process permanent and temporary accounts for Wire Transfers as well as End end user testing of new platform for executing operations on wire transfers Compile information about new accounts, enter account information into computers, and file related forms or other documents. Execute both commercial and personal Wire Transfers Part of a project team to coordinate database development and determine project scope and limitations. Maintain, create and process permanent and temporary accounts for Wire Transfers as well as End end user testing of new platform for executing operations on wire transfers
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Thomson Reuters
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Canada
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Software Development
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700 & Above Employee
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Manager, Canadian Data Operations
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Jun 2012 - Apr 2015
Compile, sort and verify data with source documents and report errors. Reporting on Mutual Fund performance, statistics and profile details. Work as part of a project team to coordinate database development and determine project scope and limitations. Test and modify existing databases and database management systems or direct programmers and analysts to make changes. Evaluate and compare the relative quality of various securities in a given industry. Compile, sort and verify data with source documents and report errors. Reporting on Mutual Fund performance, statistics and profile details. Work as part of a project team to coordinate database development and determine project scope and limitations. Test and modify existing databases and database management systems or direct programmers and analysts to make changes. Evaluate and compare the relative quality of various securities in a given industry.
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The Globe and Mail
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Canada
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Newspaper Publishing
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700 & Above Employee
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Team Lead
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Mar 2000 - Jun 2012
Compile, sort and verify data with source documents and report errors. Reporting on Mutual Fund performance, statistics and profile details. Work as part of a project team to coordinate database development and determine project scope and limitations. Test and modify existing databases and database management systems or direct programmers and analysts to make changes. Evaluate and compare the relative quality of various securities in a given industry. Compile, sort and verify data with source documents and report errors. Reporting on Mutual Fund performance, statistics and profile details. Work as part of a project team to coordinate database development and determine project scope and limitations. Test and modify existing databases and database management systems or direct programmers and analysts to make changes. Evaluate and compare the relative quality of various securities in a given industry.
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Investment Advisor
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Apr 1993 - Mar 2000
Sales of financial investment products such as stocks, bonds, mutual funds, and insurance. Conduct seminars or workshops on financial planning topics, such as retirement planning, estate planning, or the evaluation of severance packages. Recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning according to KYC standards. Monitor financial market trends to ensure that plans are effective, and to identify any necessary Investor portfolio rebalacing. Assisted in preparation, testing and launch of first Mutual Fund website in Canada Show less
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Canada Trust
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Canada
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Technical and Vocational Training
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1 - 100 Employee
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CSR
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1988 - 1992
Answer customers' Banking questions, and explain available services such as deposit accounts, bonds, and securities. Inform customers of procedures for applying for services such as ATM cards, direct deposit of checks, and certificates of deposit. Answer customers' Banking questions, and explain available services such as deposit accounts, bonds, and securities. Inform customers of procedures for applying for services such as ATM cards, direct deposit of checks, and certificates of deposit.
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Education
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2016 - 2017
triOS College Business Technology Healthcare
Network Administration, Information Technology -
1983 - 1987
Brebeuf College School
High School
Community
