• Collaborate and lead other team members to build lasting connections and increase the meetings by 60% and provide the right advice to enable financial success.• Design and facilitate client seminars and conduct clients interviews to develop CIBC client base and meet target by 128%.• Provide up to date investment advice and market trends information to clients by monitoring industries reports and analyzing financial statements to meet clients’ expectations.• Calculate financial metrics and create plans and discuss the different scenarios to help them manage their finance through enhanced CIBC products knowledge.

• Provided financial advice (lending and investment) to 5 personal and/or business clients per day and addressed their concerns by taking ownership of clients’ issues to establish and maintain client’s relationship.• Utilized problem solving and listening skills by collecting information and responding and/or referring clients to proper CIBC teams to increase the branch revenue. • Utilized CRM software to accurately document customer interactions, track inquiries, and update customer profiles to enhance personalized service.• Assessed small business’ financial statements to prepare loan application to mitigate the risk associated with loans.

• Conducted 38 Stakeholders interviews (virtual and in-person) including the senior management team and employees and visited the client site to identify the problem (change management issue) and create the project proposal by utilizing problem solving and active listening skills.• Created and ran a survey with over 90% participation rate (435 participants) to collect data, analyze responses to interpret the information.• Utilized Microsoft Excel to categorize and classify the collected data to create presentations for senior management team to improve the processes, documentations, and trainings.

• Provided exceptional customer service, addressing inquiries through phones or email, resolving issues, and ensuring customer satisfaction through effective communication and problem-solving skills.• Helped clients to identify financial needs and addressed them by relying on products knowledge to improve the profitability of branch.• Trained and mentored new hires, contributing to improved team performance and alignment with management goals; extended support to other branches by traveling to different cities for assistance.• Achieved a consistent record of exceeding performance metrics (by over 160% for 3 consecutive quarters), including response time, customer satisfaction ratings, and upselling targets.

• Engaged and interacted with customers in accordance with the G.R.E.A.T. (Get Ready, Engage, Add Value and Transact) service model • Ensured a professional and productive work environment by adhering to company policies and procedures• Processed all Point of Sale (POS) transactions accurately and efficiently while maintaining a friendly and professional demeanor• Promoted company’s credit 15 times in 20 days and achieved targets

• Conducted market research and analysis for 7 clients to identify customer needs, leveraging stakeholders’ interviews, market trends, and competitive landscapes. Gathered data to provide valuable insights for business decision making and increased companies revenue by 25%.• Created 53 concise documents (manuals and procedures) by reviewing existing procedures and industry standards to enhance organizational efficiency and ensure compliance with established standards. • Developed unique value propositions by conducting competitor analysis, identifying market gaps, and recommending strategies resulted in competitive advantage to improve revenue.• Prepared and presented reports to senior management, highlighting business development initiatives, achievement, and future plans to improve the decision-making processes.