Michael Boateng Email & Phone Number

Toronto, Ontario, Canada

Toronto, Canada Area

Toronto, Canada Area

Toronto, Canada Area

• Engage customers in conversation to understand and meet their current and future financial needs by proactively providing them with advice on appropriate products and services.
• Contribute toward the achievement of branch business objectives by meeting or exceeding individual sales goals
• Act as the branch resource for all large/complex customer financial needs (i.e. secured lending, investments etc.)
• Identify and refer customers to internal Bank partners as… Show more
• Identify and refer customers to internal Bank partners as appropriate
• Plan and execute relationship building activities Show less

Toronto, Canada Area

• Specializing in identifying investment opportunities that clients can take advantage of which would further assist them with meeting their financial goals.
• Educate clients regarding all of the different kinds of investments that we offer at TD and help differentiate which investments would be more suitable for each client.
• Assist TD Financial Planners with giving them strong investment referrals, which would help grow their book and… Show more
• Assist TD Financial Planners with giving them strong investment referrals, which would help grow their book and strengthen the client-advisor relationship within the TD organization as a whole.
• Analyze crucial opportunities in clients’ financial portfolio where they would not only be able to save for their goals but also potentially earn more than the rate of inflation each year with our wide array of.

Toronto, Canada Area

• Engaging with many different clients every day to meet their immediate and future needs, offer advice, handle objections and complete sales for both personal and small business clients
• Proactively contacting clients by phone to identify potential client needs, and schedule appointments to further discuss clients’ opportunities which excel their banking experience
• Seek to understand and advise clients based on a comprehensive financial planning approach including cash… Show more
• Seek to understand and advise clients based on a comprehensive financial planning approach including cash management, credit, investment and wealth protection
• Identifying key opportunities in clients’ financial portfolio where they would be able to save money and potentially earn more than the rate of inflation each year with different kinds of investments
• Help making clients' dreams a reality by assisting them with not only purchasing their first house, but also purchasing investment properties, refinances to cover debt or doing all of the above Show less

• Provide an exceptional experience for new and existing clients by identifying their needs through the utilization of CIBC Financial tools
• Meet deadlines on weekly sales and service targets
• Proactively initiate phone calls with clients to discuss their needs and to offer financial solutions
• Accountable for accurately capturing and validating clients’ personal and financial information, ensuring all documentation is completed in accordance with CIBC policies and… Show more
• Accountable for accurately capturing and validating clients’ personal and financial information, ensuring all documentation is completed in accordance with CIBC policies and procedures
• Demonstrate a strong code of ethics while adhering to and protecting client privacy Show less

Toronto, Canada Area

• Deliver exceptional client service with a daily emphasis on Trust, Team Work, and Accountability in an extremely busy and challenging branch environment.
• Led from the front line with a client-focused and needs-based approach to sales.
• Employed strategies, scripting, and personal rapport with clients in order to identify areas of financial need and offer advice, services, and products accordingly.
• Continue Professional Development through study and familiarization… Show more
• Continue Professional Development through study and familiarization with CIBC’s wide range of financial products and their features, fee structures, and interest rates.
• Recognized by management as a leader, chosen to mentor and train new hires on the job. Show less

• Acted as IT Support Agent to deal with hardware maintenance, troubleshooting, and repair.
• Helped streamline front-desk operations, including organizing faxing and printing of documents.

Toronto, Canada Area

• Successfully managed a number of administrative tasks in a busy daily environment.
• Maintained relationships with clients and agents through booking and appointment process.

Advanced Diploma, Computer Technology/Computer Systems Technology

High School Diploma