Janet Neufeld Email & Phone Number

1665 91 St Sw Edmonton, Ab T6X 0W8

Edmonton, Alberta, Canada

Alberta, Canada

Banking Centre Leader (MFDA), Beaumont Alberta (2015 - 2017)• Successfully managed day-to-day branch operations, ensuring smooth and efficient functioning of all processes.• Facilitated personal and business lending activities, effectively assessing loan applications, managing risk, and supporting clients' financial needs.• Ensured strict adherence to procedures and policies set by regulatory bodies, maintaining compliance with industry regulations, and safeguarding the branch's reputation.• Effectively managed and monitored investment accounts, providing valuable guidance and support to clients in their investment portfolios.Branch Manager (MFDA), Leduc, Alberta (2012 - 2015)• Same as above, lateral move to a new location and given a new title.Financial Advisor (IROCC), Leduc, Alberta (2010 – 2012)• Built lasting relationships with clients and focused on making each interaction meaningful. I was their go to point of contact when it comes to their finances.• Provided the right financial advice using the CIBC Imperial Service approach, helping clients secure their future. Over time, I was able to deepen each client relationship while growing my client base.• Help clients achieve their goals by providing valuable advice. Thrive on building meaningful, lasting client relationships. I had what it took to give personable client experiences.• I was a certified professional who met the eligibility requirements for regulatory licensing with IIROC.Branch Manager (MFDA), Leduc, Alberta (2007 – 2010) – Same job description as above, Branch Manager and Banking Centre Leader.Senior Financial Services Representative (MFDA), Leduc, Alberta (1997 – 2007)Branch Support Representative, College Plaza, Edmonton, Alberta (1993 – 1997)Customer Service Representative, Leduc, Alberta (1991 – 1993)