Michael Reichman Email & Phone Number

Toronto, Ontario, Canada

We offer payment solutions for businesses across Canada and the United States. At Payment Experts, we believe in building a long-lasting relationship with our merchants and the foundation of that relationship is transparency. We offer a free savings analysis to assess your specific business needs and determine savings opportunities. Payment Experts makes payment processing simple for you by offering a fixed rate and no hidden fees, along with white-glove service. Your dedicated representative will support you throughout your payment journey and will address any issues or questions you have going forward.

Toronto, Ontario, Canada

Toronto, Ontario, Canada

*Mutual Fund provided through Carte Wealth Management Inc.

**Segregated Funds and Life Insurance Provided through Experior Financial Group Inc.

Toronto, Canada Area

Toronto, Canada Area

Assist the wholesaler with generating sales by developing, executing and maintaining a contact-development strategy that provides sales leads to the wholesaler resulting in sales growth and a growing number of active selling advisors.o Maintain regular communication with clients in the territory in order to secure strong partnerships.o Successfully discovering new clientele on a daily basis, through prospecting leads: cold calling, qualifying through discover questions and assessing the potential value to the portfolio o Prospecting opportunities within salesforce by monitoring client activity.

Toronto, Canada Area

Provided administration/management service alongside a Senior Trust Officer to an assigned group of accounts of varying size and complexity. While adhering to applicable laws & regulations as well as the clients needs and operating document. o Manage complex accounts in excess of 1 million in assets, under the supervision of a Senior Trust Officer in accordance with the terms of the operating documents, legislature, and consistent with the needs of the Principals, Beneficiaries and Co-Trustees o Oversee the opening and closing of accounts, ensures the complete transfer of assets while accounting for their cost basis and the proper characterization of cash as income or principal. o Oversees tax reporting activities, ensure all tax and account codes are accurate.o Works with Senior Trust Officer in providing solutions to most issues brought forth by beneficiaries such as requests for special distributions, fee’s and general disputes

Toronto, Canada Area

Second Level of support for corporate and government clients regarding issues around business banking cash transfer products. (EFT's/Wires)o Perform a number of operational tasks relative to the processing of Business Banking products and applications services such as EFT Client and Interbank files, account transfers and wires.o Monitor Cash Management Online and File Transfer Service (FTS) Delivery Channels, review control reports to ensure all financial transactions and EFT files are being processed in a timely mannero Perform outbound calls to clients to communicate root cause of transfer issue and the requirements for correcting the error o Receive and respond to EFT trace and recall requests via telephone or fax, ensuring that all requests are actioned and logged and that databases are updated accordingly within specified Service Level Agreementso Investigate reoccurring anomalies or irregularities to determine their frequency, cause and recommend potential solutionso Ensure customer inquiries and/or complaints are handled in an efficient, professional and timely manner

Toronto, Canada Area

Implementation and oversight of Specially Managed Investment Products. o Perform administrative support to branch operations by processing tasks such as account approvals and account reconciliation in a timely and efficient manner.o Ensure all client documentation meets the compliance of CIBC/AML and ensure the proper maintenance of accounts.o Perform data entry of important materials from source documents to computer database.

Toronto, Canada Area

Front line representative part of a small branch team providing superior customer service to help clients with their daily banking needs adhering to outlined service levels. Leverage product knowledge to find products to meet clients ever growing needs. o Act as an ambassador of the bank; acting in a professional manner at all times while putting the customer focus first. o Identified opportunities for cross-selling of value-added bank products and services.o Oversee the ABM/ACD as well as preparing any cash orders for business clients.o Provided highly personalized service that built and strengthened customer relationships.o Responded to a broad range of customer inquiries and swiftly resolved problems.