Cory Bertrim Jr. Email and Phone Number
As an honors graduate from George Brown College's (GBC) advanced Business Administration program, I am currently a Branch Ambassador at Kawartha Credit Union. In this role, I contribute to creating exceptional member experiences by assisting with everyday banking transactions, offering personalized financial solutions, and fostering member loyalty. My responsibilities include educating members on our branch's services, referring them to advisors for in-depth financial advice, and supporting lending and investment personnel with administrative tasks. As a key member of the team, I ensure operational efficiency while enhancing member satisfaction.During my academic tenure at GBC, I held the position of President of the GBC Finance Society, demonstrating my leadership and dedication to the finance sector. Additionally, I own and operate Cipher Analytics, a research and analytics service with 2,200 subscribers accessible to retail investors and institutions interested in digital assets. I also manage three digital asset trading groups with a combined membership of 5,100.Leveraging my diverse experiences, I am committed to continually enhancing my financial expertise and providing practical business solutions. I thrive in collaborative team environments to address financial challenges and view every obstacle as an opportunity to expand my skill set.
Kawartha Credit Union
View- Website:
- kawarthacu.com
- Employees:
- 264
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Lending RepresentativeKawartha Credit UnionPeterborough, On, Ca -
Branch AmbassadorKawartha Credit Union Oct 2024 - PresentPeterborough, 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. -
FounderCipher Analytics Feb 2024 - PresentToronto, Ontario, CanadaThe 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 -
Financial Services RepresentativeCuro Financial Technologies Corp May 2024 - Oct 2024Toronto, 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.
Cory Bertrim Jr. Education Details
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3.69 -
3.71
Frequently Asked Questions about Cory Bertrim Jr.
What company does Cory Bertrim Jr. work for?
Cory Bertrim Jr. works for Kawartha Credit Union
What is Cory Bertrim Jr.'s role at the current company?
Cory Bertrim Jr.'s current role is Lending Representative.
What schools did Cory Bertrim Jr. attend?
Cory Bertrim Jr. attended George Brown College, George Brown College.
Who are Cory Bertrim Jr.'s colleagues?
Cory Bertrim Jr.'s colleagues are Andrea Enright, D Billing, John Kehoe, Candace Wells, Ashley Burke, Emily Fitzgerald, Susie Lodge.
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