Tamunoibinabobo Michael Ekine, Mba, Cfp® Cim® Email & Phone Number

St. John'S, Nl, Ca

London, Ontario, Canada

Burlington, Ontario, Canada

Oakville, Ontario, Canada

Grew a tenured portfolio of high-value affluent clients with $90+ Million in Assets Under Management (AUM) spread over 200+ connections to $128Million in AUM and 370 connections.Identifies client's goals, plans and needs. Created financial plans based on discoveries.Managed investments in line with identified goals and objectives.Assisted clients with day-to-day banking management concerning short and long term plans.Assisted clients in the obtaining of credit facilities related to short and long term goals. Partnered with department leaders (Financial Planning Consultants, Mortgage and Investment Advisors, Private Wealth, CIBC Wood Gundy, CIBC Estate and Trust and Branch Representatives) to create a one team approach for every client in the solution of complex financial goals, plans and needs. Specialize in financial planning, investments, lending, credit, basic and complex banking needs.

Burlington, Ontario

Educated members on products, services and other areas that aid in developing and deepening member relationships.Provided value to members by developing long-term relationships through anticipating needs and providing relevant insight that improve financial planning.Used, exceptional sales and service skills in understanding member requests, developed plans and recommended solutions.Assisted in branch growth through the achievement of personal targets and goals (2019 Q4 Quarterly Achiever).

Tisdlae

IFIC RegisteredDiscuss and recommend mutual fund investments to members.Review and analyze portfolios to ensure appropriate risk weighting and appetite.Ensure fulfillment of compliance related training and regulations.*Mutual Funds are offered through Credential Asset Management Inc.

Tisdale, Saskatchewan

*Provide Financial Services Advice and Solutions including accounts, complex consumer investments, lending products and services (consumer loans and mortgages, insurance, registered products, estate processing, etc) to meet new and existing member's needs.*Provide Support to retail team in achievement of targets.*Participate in a coaching culture, supporting an environment of trust and respect among members, staff and management.*Contribute to a strong Cornerstone Credit Union presence in the communities served.*Provide service focusing on the member experience and efficient delivery of service.*Make appropriate referrals and follow up on referrals to ensure members needs are met.*Have meaningful conversations with members to uncover needs, develop relationships and foster development.*Identify and recommend ares of efficiency.

Tisdale, Saskatchewan

Schedule appointments for loans, mortgages, investments, etc. when branch not available.Provide information on member ATM transactions, i.e. errors, not working, etc.Assist members when encountering a problem and provide assistance in ‘how to use’ with internet banking. Inter-credit union transactions: over the counter deposits. Accept and process incoming Hold Funds for other Credit Unions. Add and/or change bill payment accounts. Post payments to vendors. Contact “employee or the member” to notify account # error resulting in payment rejecting or to verify member wanted to make a duplicate bill payment. Sell & process R.R.S.P.’s, TFSAs; sell, add and redeem GIC & Term deposits. Status (add, change, delete) auto transfersStop Payments: we place on cheques & pre-authorized debits and can also assist the member to place it themselves. Temporarily adjust limits to allow larger purchases, then go in and lower them once purchase has been made. Cancel lost or stolen cards and reorder cards. Respond to member questions, reproduce statements and/or provide copies of imaged cheques. Forward skip payment requests as well as provide loan payout information…or will forward to alternate rep depending on circumstances. Update member address and employer information. Accept and/or reject and post in-coming wires (from CUPS). Post member account transactions, transfers, loan payments, Quick loan disbursements. Order cheques from D & H and/or request a branch make orders. Provide information to refer members to specialty departments, i.e. Financial Planning, Loans, Mortgages, Estate Planning, etc. Account information and problem solving on all regarding accounts or will forward to the correct department if unable to assist the member. Sell products & services to meet needs including follow up calls. Respond to member e-mail messages sent from CU web-site and SMS (Internet banking). Verify Funds: for other Financial Institutions and contact other FI’s for our members.

Tisdale

•Provide support for the Finance department as needed by working on projects to monitor trends and results. Prepare reports for analysis of weekly trends for loans and deposits as well as research for Executive Credit Committee meetings on different topics.•Assist in Cash Flow Forecasting through the monitoring of Syndication or Participation Loans. Cover for Liquidity Specialist Position through the imaging of syndication loan payments, processing payments on DNA banking system as well as the monitoring of the daily transactions in the Current Account and Overnight Savings Account with Sask Central.•Perform monthly accounting functions for the securitization of loans under the CMB program. Administer internal software for budgeting and forecasting purposes. Assist in the gathering and submission of documents for simulation process with regards to budget forecasting. Prepare the Variance report for ALCO.

Vanvouver

Use critical thinking to effectively analyze business decisions.Analyze processes to ensure that customer needs are met.Apply the business requirements process to ensure clarity in understanding and translating customer requirementsAnalyze operating structure to ensure optimum product and service delivery.Ensure that company is operating according to business plan, values and directions.Communicate with senior management on business strategy, projects, finance and customer retention and engagement.Be aware of my role as business analyst with regards to process management and project managementIntroduce communication strategies to ensure constant customer contact and project feedbackUse critical thinking to ensure all issues and problems are effectively managed

Saskatoon, Sk Canada

Schedule appointments for loans, mortgages, investments, etc. when branch not available.Provide information on member ATM transactions, i.e. errors, not working, etc.Assist members when encountering a problem and provide assistance in ‘how to use’ with internet banking. Inter-credit union transactions: over the counter deposits. Accept and process incoming Hold Funds for other Credit Unions. Add and/or change bill payment accounts. Post payments to vendors. Contact “employee or the member” to notify account # error resulting in payment rejecting or to verify member wanted to make a duplicate bill payment. Sell & process R.R.S.P.’s, TFSAs; sell, add and redeem GIC & Term deposits. Status (add, change, delete) auto transfersStop Payments: we place on cheques & pre-authorized debits and can also assist the member to place it themselves. Temporarily adjust limits to allow larger purchases, then go in and lower them once purchase has been made. Cancel lost or stolen cards and reorder cards. Respond to member questions, reproduce statements and/or provide copies of imaged cheques. Forward skip payment requests as well as provide loan payout information…or will forward to alternate rep depending on circumstances. Update member address and employer information. Accept and/or reject and post in-coming wires (from CUPS). Post member account transactions, transfers, loan payments, Quick loan disbursements. Order cheques from D & H and/or request a branch make orders. Provide information to refer members to specialty departments, i.e. Financial Planning, Loans, Mortgages, Estate Planning, etc. Account information and problem solving on all regarding accounts or will forward to the correct department if unable to assist the member. Sell products & services to meet needs including follow up calls. Respond to member e-mail messages sent from CU web-site and SMS (Internet banking). Verify Funds: for other Financial Institutions and contact other FI’s for our members

Saskatoon, Saskatchewan, Canada

Schedule appointments for opening new accounts, MasterCard applications and under $5000.Provide information on member ATM transactions, i.e. errors, not working, etc.Assist members when encountering a problem and provide assistance in ‘how to use’ with internet banking. Inter-credit union transactions: over the counter deposits. Accept and process incoming Hold Funds for other Credit Unions. Add and/or change bill payment accounts. Post payments to vendors. Contact “employee with updates about accounts. Alert members to offers available for R.R.S.P.’s, TFSAs. Stop Payments: we place on cheques & pre-authorized debits and can also assist the member to place it themselves. Temporarily adjust limits to allow larger purchases, then go in and lower them once purchase has been made. Cancel lost or stolen cards and reorder cards. Respond to member questions, reproduce statements and/or provide copies of imaged cheques. . Update member address and employer information. Post outgoing wires. Post member account transactions, transfers, loan payments, Quick loan disbursements. Order cheques from D & H and/or request a branch make orders. Provide information to refer members to specialty departments, i.e. Financial Planning, Loans, Mortgages, Estate Planning, etc. Account information and problem solving on all regarding accounts or will forward to the correct department if unable to assist the member. Sell products & services to meet needs including follow up calls.Verify Funds: for other Financial Institutions and contact other FI’s for our members.

Saskatoon, Saskatchewan, Canada

Shipped GoodsReceived GoodsLabeled and Stocked GoodsInventory CyclingPicked Orders

Lake City Bc

Sorting of either dirty or clean laundry as directed by supervisor.Work with team member to meet quota for folded laundry.Help other teams as directed by supervisor.

Burnaby

Live on residence and ensure residents comply with campus residence rules and regulationsPerformed Administrative work in the filing of reports, preparing, maintaining and submitting of log sheetsWork with in a team to plan and host a social event.Maintain personal academic standardsProvide community, social and academic support for residencePartake in trainings and developmental workshopsMaintain a standard level of security consciousness and awarenessPatrolled the Residence area frequently to ensure residents complied with rules and regulationsEnsure general safety of residents lives and property as well as school property by being alertParticipate and create community building programs

Commervial Broadway

Assisted in general day to day activitiesPerformed general volunteer work

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University Transfer Program, Arts And Social Science

High School Certificate Of Completion, Arts And Social Science