Cory Bertrim Jr. Email & Phone Number

Peterborough, On, Ca

Peterborough, Ontario, Canada

- Act as the face of the branch, welcoming members and non-members with professionalism, ensuring a positive first impression.- Perform all general banking transactions such as deposits, bill payments, transfers, withdrawals, and foreign exchange (FX), ensuring accuracy and compliance with internal procedures.- Foster relationships by engaging members in conversations to identify their goals and provide tailored financial solutions, such as GICs, TFSAs, RESPs, etc.- Promote financial literacy by explaining the features and benefits of various credit products and KCU services, encouraging informed decision-making.- Refer members to specialists for loan products or investment services.- Assist in the promotion of special campaigns, products, or services, contributing to the branch’s overall growth targets.- Perform routine compliance checks to ensure adherence to branch and regulatory standards.

Toronto, Ontario, Canada

The mission of Cipher Analytics is to enhance our team's research and analytic capabilities, priming us for successful careers in the finance sector. Our research endeavors focus primarily on public Bitcoin mining companies and are open for public access. We invite constructive feedback and suggestions to refine our methodology and improve our insights.https://twitter.com/CipherAnalytics

Toronto, Ontario, Canada

- Branch Health & Safety Representative - Key holder with responsibilities for opening and closing the branch.- Process cash orders and maintain precise records of vault amounts.- Provide dual custody authorization to ensure security and compliance.- Conduct daily audits to ensure regulatory and process compliance for all frontline branch team members.- Provide a range of credit products, including lines of credit, payday loans, and auto equity loans.- Offer additional financial services such as Western Union transactions and money orders.- Conduct collections and sales calls to manage and expand client relationships.- Handle cash transactions, ensuring accuracy and efficiency in all financial dealings.- Deliver exceptional customer service, addressing client inquiries and resolving issues promptly and professionally.- Collaborate with team members to achieve branch goals and enhance service delivery.- Utilize financial expertise to assist clients in selecting appropriate financial products tailored to their needs.

Associate'S Degree, Adv. Business Administration And Management, General (B145) W/ Honours, 3.69

Activities and Societies: President, GBC Finance Society - Gained comprehensive knowledge and skills in various facets of business.

Diploma, Business/Commerce, General (B125) W/Honours, 3.71

- Developed a broad understanding of finance, marketing, management, economics, and entrepreneurship. - Acquired theoretical knowledge.