Robert Antoniadis, Pspo Email & Phone Number

Toronto, Ontario, Canada

Creating project documentation including current/future state diagrams, process flows, business requirements, test cases and issue tracking. Use of Story Mapping inorder to break down a large initiative into minimum viable changes. Breaking an epiclevel items into appropriately sized user stories, with the correct level of detail and acceptance criteria required. Lead and drive shared understanding in backlog refinement, 3 amigos and sprint planning ceremonies. Discuss &… Show more Creating project documentation including current/future state diagrams, process flows, business requirements, test cases and issue tracking. Use of Story Mapping inorder to break down a large initiative into minimum viable changes. Breaking an epiclevel items into appropriately sized user stories, with the correct level of detail and acceptance criteria required. Lead and drive shared understanding in backlog refinement, 3 amigos and sprint planning ceremonies. Discuss & evaluate technical architecture recommendations from engineering. Evaluate and discuss design choices with the UX team. Identify actionable insights and feedback from customers in addition to validating any potential solutions Show less

SR. FINANCIAL SERVICES MANAGER/SR. BANKERBMO Bank of Montreal - 2008 – Present• Assess client needs to provide advice-based financial solutions for a group of nearly 200 assigned personal and business banking customers consisting of a portfolio of nearly $10million. Consistent top-level performer exceeding sales targets with over 100% in target level achievement in the Downtown Toronto Market for last three years – 135% in 2021, 245% in 2020 and 126% in 2019.• Technology promoter… Show more SR. FINANCIAL SERVICES MANAGER/SR. BANKERBMO Bank of Montreal - 2008 – Present• Assess client needs to provide advice-based financial solutions for a group of nearly 200 assigned personal and business banking customers consisting of a portfolio of nearly $10million. Consistent top-level performer exceeding sales targets with over 100% in target level achievement in the Downtown Toronto Market for last three years – 135% in 2021, 245% in 2020 and 126% in 2019.• Technology promoter, offering clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple and fast.• Manage complex personal and business lending solutions by assessing credit applications adhering to bank risk for loans, mortgages and lines of credit of up to $2 million to determine customer creditworthiness.• Identify, develop and implement process improvements to enhance operations, mitigate risk and improve sales performance.:o Constructed a mortgage pre-qualifying application using Excel following bank policies and procedures and B20 guidelines to see if potential clients would be approved before a full credit check. Shared application with other advisors in branch in the Toronto market saving advisors time for unnecessary extra client meetings of nearly 50 per year.o Designed, developed, and implemented an onboarding tool within excel for Investment Portfolios to reduce amount of time to onboard client, creating a better experience for our customer, and faster turnaround for advisors.• Conducted presentations pertaining to mortgage, investments and other banking products to branch managed clients, future prospects and BMO corporate employees resulting in new clients and also increase in share of wallet by 20%. Show less

Financial Technology - Ontario College Graduate Certificate, Financial Technology Post Graduate, 4.0

• Acquired a knowledge of best practices for product development and entrepreneurship plus an enhanced understanding of privacy, ethics.

Certificate, Product Management

Product Management is the art and science of the “white space” between design, technology and business. Succeeding in the role requires.

Certificate, Data Analytics

Building and Managing Databases: Effectively structure and organize large quantities of data to conduct high-quality analysis. Identifying.

Bachelor Of Commerce - Bcom

Business Diploma, Marketing