Jasmina Ajanovic Email & Phone Number

Ontario, Canada

Toronto, Canada Area

Provide coaching and procedure support for Financial Advisor and Financial Services Associates. Lead various projects and initiatives to streamline processes and increase proficiency. Help identify gaps within existing procedures and make corrections to improve FAs efficiency. Serve as primary contact for escalations or inquiries related to our team in my managers absence. I am the co-chair of the ESAT committee, responsible for organizing meetings and identifying employee irritants. Also a member of the Social Committee, responsible for organizing events and charity functions to raise money and morale within the ISD community.

Managed a team of Financial Services Representatives. Compiled sales target data and formulated reports to keep employees on track. Provided one on one coaching support to increase productivity and help employees exceed sales targets. Provided training to employees and colleagues throughout all of site on new initiatives and projects. Served as the Client Experience prime and identified employees excelling at client experience on a monthly basis. Was involved with various site initiatives, and responsibilities, including; Co-Chair of the Employee Events Committee, member of the Health and Safety committee, Client Experience prime, Excel award respresentative and Learning and Development Prime for TB Inbound.

Toronto, Canada Area

Train new hires and familiarize them with new procedures and CIBC policies. Responsible for helping new hires become fully trained and transition successfully into the Financial Services Representative Role.

Toronto, Canada Area

Take incoming calls and resolve client inquiries related to their day to day banking. Successfully profile and identify banking gaps for clients to make their job easier. Deliver exceptional client experience with every interaction.

Toronto, Canada Area

Complete customer inquiries for credit and investment applications. Uncover client needs and requests through conversation and profiling. Multitask between multiple systems to complete applications and resolve client inquiries.